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Insurance Sales Assistant
Location: HUNTSVILLE, AL
Job Type: fulltime
Company: Shon Henry - State Farm Agency
Salary: $15.0 - $19.0 per hour
Category: Insurance
The Insurance Sales Assistant plays a pivotal role in supporting the growth and client engagement efforts of an independent insurance agency. This dynamic position is designed for individuals who are passionate about sales, customer service, and building lasting relationships. Working within a team environment, the Insurance Sales Assistant utilizes various outreach strategies to connect with potential and existing clients, ensuring that the agency’s products and services are effectively marketed and tailored to each client's unique needs.
As an Insurance Sales Assistant, you will be responsible for a variety of tasks aimed at generating new business and maintaining accurate client records. Leveraging both traditional and innovative prospecting techniques, you will identify leads, schedule appointments, and engage with clients to understand their insurance requirements. Your efforts will directly contribute to the agency’s objectives and help drive overall success. This is a full-time opportunity, offering a competitive hourly wage plus commission, with room for professional development and growth within the insurance industry.
Insurance Sales Assistants are expected to embody professionalism, demonstrate excellent communication skills, and show initiative in achieving sales targets. The role requires a self-motivated individual with a positive attitude who can thrive in a fast-paced, goal-oriented environment. By joining this team, you will have the chance to work with a reputable agency, gain valuable experience, and advance your career in the insurance sector. If you are driven by results and enjoy interacting with people, this could be an excellent opportunity for you.
Insurance Sales Assistant - Summary
- Support agency growth by soliciting new business through outbound calls, networking, and referrals
- Update and maintain accurate customer contact information during every interaction
- Schedule appointments and identify customer insurance needs
- Present and market suitable insurance products and services
- Work as part of a collaborative team in a professional office environment
Duties & Responsibilities
- Solicit potential clients through telephone outreach, networking events, and other lead sources
- Verify and update customer data, including phone numbers, email addresses, and residential addresses during each contact
- Develop new leads, follow up on referrals, and maintain a pipeline of prospective clients
- Schedule and conduct appointments with clients to assess their insurance needs
- Market and explain appropriate insurance products and services tailored to individual customer requirements
- Maintain accurate records of client interactions and sales activities
- Quote coverage for at least four new households per day
- Make a minimum of 100 outbound calls daily to generate leads and build client relationships
- Meet and exceed monthly team and individual sales goals
- Request at least two client referrals per month
- Encourage and collect a minimum of five Google reviews per month to enhance agency visibility and reputation
Salary & Benefits
- Competitive hourly wage plus commission structure, providing earning potential tied to performance
- Opportunities for professional growth and advancement within the agency
- Supportive and collaborative team environment
- Comprehensive training and development programs to ensure success
- Potential for additional incentives based on meeting sales goals and referrals
Qualifications & Requirements
- Upbeat, positive, and enthusiastic attitude
- Ability to create and nurture relationships with clients, often from a cold start
- Preferred: Prior sales experience (such as inside or outside sales, retail sales associate, or telemarketing)
- Preferred: Proven track record of meeting or exceeding sales goals or quotas
- Excellent written, verbal, and listening communication skills
- Strong self-motivation and drive to achieve results
- Willingness to complete all required licensing and training programs as mandated by the agency
Ideal Candidate Snapshot
- Driven and goal-oriented individual who enjoys working in a sales-focused environment
- Excellent interpersonal skills and ability to communicate effectively with diverse clients
- Highly organized, detail-oriented, and able to manage multiple priorities simultaneously
- Willing to take initiative and seek out new business opportunities
- Comfortable with technology and able to maintain accurate digital records
Other Relevant Information
- This position is with an independent insurance agency contractor and not directly with any parent insurance company
- Employment is contingent upon successful completion of all applicable licensing and training requirements
- Opportunities for advancement are available for high-performing team members
- Applicants are encouraged to apply through the job application button to take the next step in their insurance career
- State Farm agents are independent contractors who hire their own employees. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents employees are not employees of State Farm.
If you are ready to take your career to the next level and make a meaningful impact in the insurance industry, apply now by clicking the job application button. Join a dedicated team and become a trusted resource for clients seeking quality insurance solutions.