CareerPlan

Bilingual Direct Sales Agent Specialist (2568)

Charlotte 2568 Ngr, USFull-time2026-10-28 → 2026-11-11
On-siteNo visa sponsorship

Core

Drive profitable growth by generating new business, cross-selling existing customers, and building lasting relationships with local customers in person and over the phone.

Role type

Direct Sales Agent Specialist

Builds

Local book of business for home, auto, and accident/health insurance products

Domain

Insurance (P&C)

Required skills

Outbound prospecting, relationship building, local lead generation, sales goal achievement, product knowledge, compliance adherence

Preferred skills

P&C licensing, bilingual Spanish

Technologies

None stated

Responsibilities

Conduct outbound prospecting and follow-ups to convert opportunities into sales; Develop relationships within the community (e.g., dealerships, events, local partners) to support business growth; Achieve sales goals through new business, cross-sell, and retention; Build and maintain a consistent pipeline, including local lead generation and referrals; Partner with leadership to support sales and local marketing initiatives; Stay informed on products, underwriting guidelines, and market competition

Seniority

Entry-level (0-2 years experience)