What are the responsibilities and job description for the Insurance Inside Sales Advisor position at C1 Insurance Group?
Insurance Inside Sales Advisor
ABOUT USC1 Insurance is a dynamic and growing independent insurance agency that delivers tailored personal lines (home, auto, umbrella) insurance solutions. Our mission is to put our clients first by providing clear and actionable guidance, along with competitive coverage options that align with their goals and risk profile.
Our company culture emphasizes collaboration, accountability, and professional development. We celebrate achievements, foster high-performance teams, and provide structured training programs designed to cultivate leadership and career growth for every employee.
ABOUT THE ROLE
We are seeking a results-driven Inside Sales Advisor to manage and convert warm, qualified leads and guide clients through the selection, optimization, and renewal of their insurance coverage. This role is ideal for sales professionals who excel at consultative selling, relationship management, and consistently meeting performance objectives.
As a key member of our sales team, you will play an important role in strengthening client relationships and contributing to - and sharing in - our company's growth.
KEY RESPONSIBILITIES- Client Advisory: Provide personalized, consultative, expert guidance to clients on insurance solutions that address their needs, objectives, and circumstances.
- Lead Engagement: Manage and respond to inbound inquiries while proactively conducting multiple outbound communications (calls, emails, texts) daily to drive conversions.
- Pipeline Management: Maintain and progress a structured pipeline of warm leads, ensuring timely, personalized follow-up and documentation of all client interactions.
- CRM & Reporting: Accurately record client interactions, decisions, and policy updates in our systems, supporting internal reporting and seamless account management.
- Performance & Quota Achievement: Consistently meet or exceed individual sales targets by executing a disciplined approach to client engagement and pipeline management.
- Cross-Selling & Upselling: Identify opportunities to expand coverage and introduce complementary products, enhancing client value and organizational growth.
- Collaboration & Process Improvement: Partner effectively with colleagues and leadership to optimize workflows, share insights, and maintain a culture of operational excellence.
- Compliance & Process Adherence: Follow established sales methodologies and company policies while tailoring communications to address unique client needs.
WHO WE'RE LOOKING FOR:
- Minimum of 1–2 years of professional sales experience; prior insurance sales experience preferred.
- Exceptional interpersonal and communication skills, both written and verbal.
- Self-motivated, goal-oriented, and capable of managing multiple client interactions concurrently.
- Professional, adaptable, and responsive to feedback.
- Align with and live out our company core values: Others-Focused, Grit, Integrity, and Excellence.
- Comfortable operating in a high-performance, results-driven environment.
WHY US?
This is a full-time, in-office position based in Dallas, TX, with working hours from Monday to Friday, 8:30 AM to 5:00 PM. We offer a comprehensive onboarding and training program to ensure every team member feels confident, supported, and fully prepared to succeed in their role.
What We Offer:
- Base salary: $48,000
- Competitive, revenue-driven compensation plan with significant earnings potential (top performers exceeding $100,000 annually)
- Warm leads provided
- 5-week structured training and onboarding program
- Paid Time Off (PTO) and company-observed holidays
- Comprehensive Health, Dental, and Vision Insurance
Salary : $100