Insurance Sales Agent

Atlas Agency • Remote

Posted 6 months ago

Description

We want to add a motivated and personable new employee to our insurance agent team who is seeking a new learning opportunity with lots of room for growth. The ideal candidate for our entry-level insurance agent position has the solid communication skills it takes to drive insurance sales among potential clients and new clients. Bring a friendly attitude and a passion for customer service, and we’ll invest our resources into training you to be a successful insurance sales representative!

Responsibilities

Meet with clients via Zoom or phone
Review client needs and explain coverage options
Follow a simple, proven sales process
Complete basic applications and follow-up

Remain updated about insurance industry changes that may affect customers in your portfolio
Conduct meetings with new and potential clients and carefully listen to their individual circumstances in order to present the best insurance policies to meet their needs
Maintain a portfolio of existing customers and pursue insurance sales with new clients by using sales strategies that may include cold calling and networking
Keep an accurate log of sales databases, client reports, bookkeeping records, and more to share progress toward goals with key stakeholders
Tailor risk management strategies and client profiles to reflect each customer’s individual needs

Qualifications

Strong communication skills
Coachable and willing to learn
Reliable internet and phone access
Sales or customer service experience a plus (not required)
Willingness to obtain the required state insurance license (training provided)

Fundamental computer skills such as experience with Microsoft Office
High school diploma necessary; college degree a bonus
Excellent analytical, interpersonal, and communications skills are necessary; customer service skills are helpful
Basic understanding of sales lead or accounting software is helpful
Job seekers must already have or be willing to get an insurance license

Compensation

$80,000 - $100,000/year

About Atlas Agency

We are a nationwide financial services organization focused on helping individuals and families build, protect, and grow their wealth through education-first financial planning. We believe financial services should be clear, empowering, and centered around real people, not confusing jargon or one-size-fits-all solutions.

What sets us apart is our commitment to clarity and integrity. We train our professionals to lead with education, take a long-term approach to financial strategy, and prioritize doing what is right for the client every time.

Our work goes beyond numbers; we help people make confident decisions that support their goals, values, and future.

We foster a culture built on growth, accountability, and impact. Team members are given the tools, mentorship, and support needed to develop both professionally and personally, while making a meaningful difference in the lives of the people they serve.