Sales Specialist

Job Title

Sales Representative

Base payment ranges from $50,000.00 to $ per year.

Additional compensation includes annual bonus and commission.

• Prospecting and Lead Generation:
  Utilize the company’s platform to identify qualified prospects and concentrate on client interactions.
• Client Consultation:
  Conduct comprehensive needs assessments to understand clients’ financial goals and insurance needs, and present suitable life‑insurance options.
• Sales Presentation:
  Deliver persuasive presentations to individuals and groups, highlighting the benefits and features of the life‑insurance products and customizing them to address specific client concerns.
• Relationship Management:
  Cultivate and maintain long‑term client relationships, providing continual support and service and performing regular follow‑ups to ensure satisfaction and policy retention.
• Market Research:
  Monitor industry trends, competitive products, and market conditions to position the company’s offerings effectively and supply clients with relevant information.
• Sales Reporting:
  Maintain accurate, up‑to‑date records of sales activity, client interactions, and progress toward targets, and prepare reports for management review.
• Compliance:
  Ensure all sales activities comply with regulatory requirements and company policies, maintain confidentiality of client information, and uphold ethical standards.

• Proven sales experience, preferably in insurance or financial services.
• Exceptional communication and interpersonal skills, with the ability to build rapport and trust.
• Outstanding presentation and negotiation skills.
• Self‑motivated with a results‑driven mindset and the capacity to work independently.
• Willingness and ability to travel within assigned territory and manage a flexible schedule.
• Valid driver’s license and reliable transportation.
• High school diploma or equivalent; a bachelor’s degree in business, finance, or related field is a plus.
• Life‑insurance license or the willingness to obtain one (company will assist if not currently licensed).
• Competitive compensation featuring an attractive commission and bonus structure.
• Comprehensive training and ongoing professional development.
• Supportive team environment with seasoned mentors.
• Opportunities for career advancement within the company.

• Range based on the average representative in current markets.
• Performance‑based bonuses paid monthly on the 15th.
• Residuals paid on the anniversary date of the client sale.

Associate

Full‑time

Sales and Customer Service

Insurance, Financial Services, Insurance Agencies, and Brokerages