Preferred experience in insurance sales or consultative sales
Ability to travel locally for client meetings and networking
Valid driver's license
Strong communication and relationship-building skills
Self-motivated and organized with attention to detail
Proficient in Microsoft Office and adaptable to agency management systems
Responsibilities
Generate new business and manage existing client accounts
Meet with clients to assess insurance needs and recommend solutions
Present insurance proposals clearly and professionally
Close new business and collect applications and documentation
Collaborate with the service team for a seamless post-sale experience
Develop business through networking and community involvement
Maintain accurate client records and follow agency procedures
Benefits
Competitive compensation with uncapped earning potential
Opportunity to build a long-term book of business
Supportive team environment with dedicated service staff
Access to professional development and ongoing training
Career growth opportunities within a respected agency
Full Job Description
Outside Sales Advisor - Personal Lines - Remote and Hybrid opportunities available but located in the state of Massachusetts
Job Description:
Generate new business while managing and renewing existing client accounts
Meet with clients to understand their insurance needs and recommend customized coverage solutions
Present insurance proposals clearly and professionally, ensuring clients understand their coverage options
Close new business and collect all required applications and documentation
Partner closely with the service team to ensure a seamless client experience after the sale
Develop new business opportunities through networking, referrals, community involvement, and industry events
Build strong relationships with insurance carrier partners and local centers of influence
Stay current on insurance products, underwriting guidelines, and industry trends
Maintain accurate client records and documentation while following agency procedures
Consistently meet or exceed monthly new business goals
Represent the agency professionally within the community and with carrier partners
Experience:
Strong sales, relationship-building, and communication skills
Self-motivated with the ability to work independently and manage a pipeline
Organized with exceptional attention to detail
Ability to thrive in a fast-paced, goal-oriented environment
Professional verbal and written communication skills
Comfortable using Microsoft Office and learning agency management systems
Positive attitude and commitment to delivering outstanding customer service
Qualifications:
Active Property & Casualty Insurance License
Previous insurance sales or consultative sales experience preferred
Ability to travel locally for client meetings, networking events, and community involvement
Valid driver's license
Why Join Us?
Competitive compensation with uncapped earning potential - 100K+ depending on performance
Opportunity to build a long-term book of business
Supportive team environment with dedicated service staff
Professional development and ongoing training
Career growth opportunities within a respected and growing agency
If you're passionate about helping clients, enjoy building relationships, and are ready to grow your career in insurance sales, we'd love to hear from you. #LI-KL1 IND1
