The Insurance Representative is directly responsible for writing new quality business, conserving existing business, providing ongoing quality service to policy owners in accordance with the Insurance Representative’s Agreement and maintaining a program of continuous self-improvement. The primary aspect of the Insurance Representative position is to sell. All other functions, particularly policy owner services, provide the opportunities to increase sales activity.
The Representative reports directly to a Managing Representative, Associate Director or Managing Director and is expected to meet weekly and annual objectives agreed upon with his/her immediate supervisor for the number of submitted life & health applications, life and health placements, life & health annualized controllable increase, Personal Financial Planning (PFP) sales interviews, Quality Life Check-ups (QLCs), first year and renewal persistency, first year and renewal lapse limits and all other required annual objectives. The Representative, with his/her immediate supervisor’s approval, is responsible for the creation, development and implementation of action plans that are consistent with Company and personal objectives. In order to accomplish these goals, the Representative has to demonstrate the ability to work without close supervision and to work evening hours and weekends. The Representative is expected to perform at levels that will result in net premium growth on the agency to which he/she is assigned.
The Representative will establish annual individualized objectives on the Representative’s Marketing Plan. He/she will create, develop and implement the methods/activities/action plans necessary to achieve the annual objectives. The Representative will participate in an individual Action Planning Conference (APC) with his/her direct supervisor on a regular basis for the purpose of meeting the individual’s activity, sales, service and training goals established in the Representative’s Marketing Plan.
The Representative is expected to perform at levels that will result in net premium growth on the agency to which he/she is assigned.
Qualifications
Education – High school diploma required. An undergraduate college degree, in a business-related field (i.e., marketing, business administration, management, etc.) preferred.
Years and type of experience required/preferred – One to 3 years of experience in an insurance sales environment preferred, but not required.
Life and health insurance license is required.
Valid driver’s license and dependable/reliable transportation.
Establishes high goals and expectations. Able to start and persist with specific courses of action while exhibiting high motivation and a sense of urgency; willing to commit to long hours of work and make personal sacrifice in order to reach goals. Conducts oneself and communicates in a professional manner.
Insurance Representative • CHARLOTTE, NC, US
TRANZACT is a leading direct-to-consumer insurance services business, specializing in the distribution of Medicare Advantage, Medicare Supplement and Life & Supplemental insurance policies.Our focu... Show more
THIS POSITION REQUIRES THAT YOU HOLD A VALID LIFE INSURANCE PRODUCER'S LICENSE Remote or Field Sales Opportunities Available   Grow Your Life Insurance Career with Flexibility and Support If y... Show more
We are a growing, busy and patient-focused medical office dedicated to providing top-quality healthcare in a supportive and compassionate environment.We are seeking an experienced and detail-orient... Show more
Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Insurance Account Representative - State Farm Agent Team Member.We seek an energetic profe... Show more
Auto-Owners Insurance, a top-rated insurance carrier, is seeking a motivated claims trainee to join our team.This job handles entry-level insurance claims under close supervision through the life-c... Show more
At Selective, we don't just insure uniquely, we employ uniqueness.Selective's unique position as both a leading insurance group and an employer of choice is recognized in a wide variety of awards a... Show more
Insurance Sales Representative Position.We are looking for a competitive Insurance Sales Representative to help us expand our business by actively seeking and acquiring new clients.You will identif... Show more
The Insurance Agent serves as the first point of contact between the insurance company and prospective clients, meeting with individuals to assess their insurance needs, collect application informa... Show more
Job DescriptionAre you a military spouse looking for meaningful, flexible work that fits your family's lifestyle? At Engbrecht Agency, we understand the importance of balance.That's why we're offer... Show more
Darrick Embry - State Farm Agency, located in Charlotte, NC has an immediate opening for a full-time Bilingual (Spanish) Licensed Insurance Sales Professional.We are an award winning State Farm age... Show more
Licensed Insurance Sales Agent.Location(s): Charlotte, North Carolina.Kemper is one of the nation's leading specialized insurers.Our success is a direct reflection of the talented and diverse peopl... Show more
Companies Hiring The Most High-Paying Jobs In 2024," and listed on INC's "Top 5000 Fastest Growing Companies" for six years in a row, we have a proven system and are hiring hard-working, motivated ... Show more
About Pitch Health Solutions Pitch Health Solutions is a rapidly growing national agency specializing in Medicare Advantage, Final Expense , and more, giving you unlimited opportunities to grow, ma... Show more
Apply Today - Classes Start February 2026! Are you prepared to embark on a fulfilling career in insurance sales? We invite enthusiastic, people-oriented candidates to submit their applications earl... Show more
State Farm Agency, located in Charlotte, NC has an immediate opening for a full-time Licensed Insurance Sales Professional.We are an award winning State Farm agency focused on fulfilling the needs ... Show more
RoundPoint tracks all aspects of insurance, including both claim processing and data monitoring.The Insurance Specialist directly impacts the quality of insurance tracking and the homeowner's insur... Show more
Licensed Life and Health Insurance Agent – Remote Position - Flexible Hours.Remote Position/ Work from Home.Step into a career that plays to win.We’re looking for licensed Life and Health Insurance... Show more
Insurance Sales Representative.Key Duties & Responsibilities:.Perform outbound calling to clients on approved cases and all future needs based selling outbound initiatives for TC Life.Convert appro... Show more
Compensation $50,000 to $100,000 per year (plus commission).If you're reading this and thinking, "Insurance? Really?" I get it.I've thought that tooand I still do.The truth is, I'm not passionate a... Show more
When someone needs insurance coverage for the unique, the unusual, or the unconventional, they come to Burns & Wilcox.Burns & Wilcox offers unparalleled resources and exposure for those looking to ... Show more
