What are the responsibilities and job description for the Insurance Sales Advisor - Warm Leads position at C1 Insurance Group?
Insurance Sales Advisor – Warm Leads | $75K OTE
$75,000 OTE | $48,000 Base Uncapped Commission
Warm leads. No cold prospecting. Real sales.
Customers come to us when they're actively shopping for home, auto, umbrella, and other personal insurance coverage. Your job is to understand their needs, guide them through their options, and help them make a confident buying decision.
Insurance experience is not required. Strong sales skills are. We'll teach you the insurance business.
If you're confident on the phone, motivated by income potential, and enjoy helping customers make important decisions, keep reading.
What You'll Do
Customers trust us to help them make smart insurance decisions. You'll be the advisor helping them navigate coverage options and find the right protection for their needs.
What a Typical Day Looks Like
- Speak with warm leads who are actively shopping for insurance
- Learn about customers' homes, vehicles, assets, and coverage needs
- Explain coverage options in a clear, easy-to-understand way
- Quote and sell home, auto, umbrella, and other personal insurance products
- Handle questions and objections while guiding customers toward the best solution
- Cross-sell additional coverages that improve protection and create value
- Follow up with prospects and keep your pipeline moving
- Maintain accurate CRM documentation and activity tracking
This is a high-activity inside sales role. Expect steady lead flow, daily activity goals, and measurable performance expectations.
You'll do well here if you:
- Enjoy talking to people all day
- Build trust quickly and naturally
- Like persuading and influencing others
- Stay energized by goals and competition
- Take ownership of your results
- Apply coaching and feedback consistently
- Want your income to reflect your performance
Common Backgrounds Include
Inside sales • Mortgage lending • Banking • Financial services • Recruiting • Retail sales • Call center sales • Real estate • High-volume customer-facing roles
What Success Looks Like
- Consistent daily activity
- Strong follow-up discipline
- High conversion rates
- Growth in new business production
- Effective cross-selling and account rounding
- Clean pipeline management
Work Environment
- Full-time, in-office role in Dallas, TX
- Monday-Friday schedule
- 5-week structured onboarding and training program
- Ongoing coaching and development
- Collaborative, high-performance culture
- Clear expectations and transparent leadership
- Established, growing independent agency
About Us
C1 Insurance Group is a growing independent insurance agency specializing in personal insurance solutions including home, auto, umbrella, and specialty coverage. We help clients make informed insurance decisions while providing exceptional service and long-term support.
- 1-3 years of sales or customer-facing experience
- Strong verbal and written communication skills
- Comfortable handling objections and asking for the sale
- Ability to manage multiple client conversations simultaneously
- Strong follow-up and organizational skills
- Coachable and receptive to feedback
- Comfortable working toward goals and performance expectations
- Ability to work full-time, in-office in Dallas, TX
- Insurance experience is helpful but not required.
- $48,000 base salary
- Uncapped commission on new business production
- Typical earnings of $75,000 annually
- Warm leads provided
- Paid training and onboarding
- Paid time off and company holidays
- Medical, dental, and vision insurance
- 401(k)
Salary : $48,000 - $75,000