What are the responsibilities and job description for the Personal Lines Insurance Sales Agent (In-Office) position at Trailstone Insurance Group?
We are seeking an ambitious, driven Insurance Sales Agent that is already licensed in Colorado to join our growing team at Trailstone Insurance. In this role, you will be responsible for property and casualty products to clients in our target states : CO, AZ, WA, OR, UT, ID, and KS.
Our ideal candidate is an ambitious self-starter with a passion for helping others and a proven track record of exceeding sales targets. You will be responsible for enriching lives in the communities we serve by educating clients and prospects about their coverage and price options, as well as building and maintaining relationships with clients to ensure their ongoing satisfaction and retention.
As a W2 employee of Trailstone Insurance, you will receive a competitive base salary with commission opportunities, comprehensive health insurance, retirement option with company match, paid time off, and more. You will have the support of a dedicated team and the opportunity to build a rewarding, financially stable career in the insurance industry.
Benefits
Annual Base Salary Commission
Paid Time Off (PTO)
Health Insurance
Mon-Fri Schedule
Dental Insurance
Vision Insurance
Flexible Schedule
Responsibilities
- Utilize various lead sources to prospect for new business
- Prospect and call leads, as well as ask for referrals, and build a network to grow their book of business
- Educating clients and prospects about their coverage needs and options
- Create and maintain strong relationships with clients to ensure their ongoing satisfaction and retention, communicating with them via email, phone, and text as needed
- Meeting or exceeding sales targets and quotas
- Staying up-to-date with industry trends, regulations, and best practices that may affect your clients coverage
- Update notes and tasks in our CRM and other organizational tools to accurately document all interactions with clients
- We offer ongoing training and mentorship to support your success!
Requirement
Salary : $60,000 - $80,000