Sales Specialist

Suchomel & Associates is seeking a licensed insurance sales professional who wants to build a business within our business. You will create new customer relationships, guide people through important coverage decisions, and own the customer experience from first contact through policy delivery and continued follow-up.

This role fits a disciplined self-starter who is comfortable prospecting, asking for the sale, and working toward clear goals. You will have room to use your judgment, test new outreach methods, and build a strong pipeline while staying accountable for activity, follow-through, and results.

Responsibilities

New Business Development

· Build and maintain an active prospect pipeline across auto, home, renters, umbrella, life, and small commercial insurance, based on licensing and agency needs.

· Initiate daily outreach to prospective customers and follow up promptly on leads, referrals, internet inquiries, quote opportunities, and prior contacts.

· Develop referral relationships with customers, local businesses, community partners, and professional contacts.

· Plan weekly sales activity, protect prospecting time, track results, and adjust your approach when activity does not produce the expected outcome.

· Identify chances to expand relationships by reviewing household and business needs and discussing relevant coverage options.

Consultative Sales and Customer Support

· Conduct complete discovery conversations to understand the customer's goals, risks, current coverage, budget, and concerns.

· Prepare accurate quotes and present coverage choices in clear language so customers can make informed decisions.

· Recommend suitable products without pressure, disclose key limitations, and never sacrifice customer trust for a sale.

· Guide customers through required applications, documentation, payment, underwriting questions, and policy delivery.

· Set clear next steps, communicate progress, resolve barriers, and close the loop on every commitment.

· Create an organized handoff for service needs while remaining accountable for the quality of the relationship you started.

Qualifications

Required

· Active Wisconsin Property and Casualty insurance license. (Ability to obtain within 60 days)

· Ability to obtain and maintain a Wisconsin Life and Health insurance license within the timeframe established by the agency, if not already held.

· Demonstrated comfort with outbound prospecting, sales goals, follow-up, and asking for the sale.

· Strong verbal and written communication skills, including the ability to explain insurance concepts clearly.

· Sound judgment, attention to detail, and reliable task management.

· Ability to use agency technology, customer management systems, email, phone, and virtual meeting tools.

· Ability to meet applicable background, appointment, licensing, and carrier eligibility requirements.

Preferred

· Active Wisconsin Life and Health insurance license.

· One or more years of insurance, financial services, business development, or relationship-based sales experience.

· Experience managing a sales pipeline and tracking activity against defined goals.

· Established ties to Sun Prairie or nearby communities.

Apply Today! https://app.idealtraits.com/career/Suchomel-&-Associates,-LLC/369783vie