CareerPlan

National Sales Representative- Westwood Insurance Agency

Plano, Texas, USFull-time2026-10-21 → 2026-11-12
Hybrid · United States

Core

Assist potential customers with personal insurance needs via telephone and email by explaining policy and coverage options using a consultative sales approach.

Role type

National Sales Representative (Insurance)

Builds

Homeowners, auto, and specialty insurance policies for individual and small business customers.

Domain

Insurance / Personal Lines

Required skills

consultative sales, risk evaluation, quoting, lead management, relationship building, organization, time management, problem solving, oral and written communication.

Preferred skills

sales experience, team orientation, flexibility, independent working.

Technologies

company sales system

Responsibilities

Quote and sell various insurance policies to potential customers via telephone and email with multiple carriers and meet sales targets; Use company sales system to manage leads, tasks and quoting within expected time frames; Evaluate risk to accurately quote and recommend insurance carrier and coverage based on underwriting guidelines and customer needs while meeting quality goals; Build and maintain relationship with provided lead sources which may be internal or external; Organize and prioritize workload to meet team and company goals.