What are the responsibilities and job description for the Insurance Sales Agent position at Choate Agency?
Job Title: Insurance Sales Agent
Location: Mountain Brook, AL or Remote
Employment Type: Full-Time/Part-Time/Contract
Company Overview
Choate Agency is a trusted provider of insurance solutions dedicated to helping individuals and businesses protect their assets and secure their futures. With decades of industry experience, and thousands of families helped, we pride ourselves on delivering personalized service and innovative insurance products.
Job Description
We are seeking a motivated Insurance Sales Agent to join our team. This role involves educating clients on insurance options, building long-term relationships, and driving sales growth while adhering to industry regulations and company standards.
Key Responsibilities
Prospect and acquire new clients through cold calling, referrals, and networking.
Assess clients’ needs and recommend tailored insurance policies (e.g., life concepts).
Explain policy terms, coverage, and exclusions clearly and transparently.
Maintain accurate client records using next generation CRM software.
Achieve monthly/quarterly sales targets.
Stay updated on industry trends, regulations, and product changes.
Collaborate with underwriters and claims adjusters to ensure seamless service.
Qualifications
Education: High school diploma (required); Bachelor’s degree in Business, Finance, or related field (preferred).
Licensing: Valid state insurance license (or ability to obtain within 30 days of hire).
Experience: 1–2 years in sales or customer service; insurance industry experience a plus.
Skills:
Strong communication, negotiation, and relationship-building abilities.
Proficiency in CRM tools and Microsoft Office Suite.
Self-motivated with a results-driven mindset.
Compensation & Benefits
Competitive starting base percentage uncapped commission structure.
Health, dental, and vision insurance.
Life Insurance Provided.
Professional development opportunities.
Compensation complies with all local, state, and federal regulations.
Equal Opportunity Employer
Choate Agency is an equal opportunity employer. We celebrate diversity and do not discriminate based on race, religion, gender, sexual orientation, age, disability, or veteran status.
How to Apply
Submit your resume and a brief cover letter. Include “Insurance Sales Agent – [Your Name]” in the subject line.
Location: Mountain Brook, AL or Remote
Employment Type: Full-Time/Part-Time/Contract
Company Overview
Choate Agency is a trusted provider of insurance solutions dedicated to helping individuals and businesses protect their assets and secure their futures. With decades of industry experience, and thousands of families helped, we pride ourselves on delivering personalized service and innovative insurance products.
Job Description
We are seeking a motivated Insurance Sales Agent to join our team. This role involves educating clients on insurance options, building long-term relationships, and driving sales growth while adhering to industry regulations and company standards.
Key Responsibilities
Prospect and acquire new clients through cold calling, referrals, and networking.
Assess clients’ needs and recommend tailored insurance policies (e.g., life concepts).
Explain policy terms, coverage, and exclusions clearly and transparently.
Maintain accurate client records using next generation CRM software.
Achieve monthly/quarterly sales targets.
Stay updated on industry trends, regulations, and product changes.
Collaborate with underwriters and claims adjusters to ensure seamless service.
Qualifications
Education: High school diploma (required); Bachelor’s degree in Business, Finance, or related field (preferred).
Licensing: Valid state insurance license (or ability to obtain within 30 days of hire).
Experience: 1–2 years in sales or customer service; insurance industry experience a plus.
Skills:
Strong communication, negotiation, and relationship-building abilities.
Proficiency in CRM tools and Microsoft Office Suite.
Self-motivated with a results-driven mindset.
Compensation & Benefits
Competitive starting base percentage uncapped commission structure.
Health, dental, and vision insurance.
Life Insurance Provided.
Professional development opportunities.
Compensation complies with all local, state, and federal regulations.
Equal Opportunity Employer
Choate Agency is an equal opportunity employer. We celebrate diversity and do not discriminate based on race, religion, gender, sexual orientation, age, disability, or veteran status.
How to Apply
Submit your resume and a brief cover letter. Include “Insurance Sales Agent – [Your Name]” in the subject line.
Salary : $43,000 - $239,000
