Insurance Sales Representative
Core
Sell home, tenant, and condo insurance to clients across the community by building trust, managing leads, and closing deals.
Role type
Individual contributor insurance sales representative
Builds
Insurance policies (home, tenant, condo) for individual clients
Domain
Insurance / Financial Services
Required skills
Sales target achievement, closing instincts, rapport building, resilience, written and verbal communication, pipeline management, detail orientation
Preferred skills
Personal insurance experience, General Insurance License, industry designations (CIP, CAIB, CRM, General Insurance & Risk Management Diploma)
Technologies
CRM systems, policy management software
Responsibilities
Drive new business from inbound leads, referrals, and warm prospect lists; build rapport and recommend coverage; follow up consistently and manage pipeline; hit and exceed monthly sales and retention targets; process renewals and ensure accurate policy issuance; build product knowledge through continuous education
Seniority
Entry-level to Mid-level, sales-focused IC