Insurance Sales Agent

Atlas Agency • Remote

Posted 8 months ago

Description

Jump into the world of insurance sales by applying to join our growing team as an entry-level insurance agent! We are looking for a people person with strong listening skills, attention to detail, and the ability to effectively communicate insurance programs and plans to new customers. Our ideal candidate will embrace the opportunity to drive insurance sales among potential clients and new clients through a mix of networking, referrals, and marketing strategies. If you’re seeking a flexible full-time position that offers a world of advancement potential, send us your resume today!

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

Serve as an attentive listener when communicating with new and potential clients in order to accurately identify their unique needs prior to pursuing specific insurance sales
Implement marketing strategies including, but not limited, to cold calling and networking to connect with potential clients while simultaneously maintaining a portfolio of current clients
Develop risk management strategies for each customer to ensure his or her policy needs are continuously met
Take ownership of ensuring there are accurate records of all necessary bookkeeping, client, and sales reports in order to track and communicate the status of assigned goals
Commit to remaining educated about the various types of insurance, insurance-related protocols, and policy changes to ensure fulfillment of program requirements and ensure our customers are satisfied

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)

High school diploma required; bachelor’s degree a plus
Willingness to learn about the insurance industry, insurance programs, and state and federal regulations that may impact policyholders
Working knowledge of accounting and sales lead software is a plus
Candidates must have some computer experience, including the ability to effectively use Microsoft Office programs
Must be a superb communicator able to carefully analyze complex ideas like insurance programs; experience working in customer service is beneficial

Compensation

$80,000 - $100,000 yearly

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.