What are the responsibilities and job description for the Agency Sales Representative position at Colonial Life?
Company Description Colonial Life & Accident Insurance Company, a subsidiary of Unum Group, provides financial protection benefits that help workers and their families manage unexpected life events. The company offers a broad portfolio of workplace benefits, including disability, life, accident, dental, cancer, critical illness, and hospital confinement indemnity insurance. Colonial Life supports more than 87,000 businesses and 4 million workers through benefit services, education, and innovative enrollment technology. In 2022, the company paid over $700 million in benefits to policyholders, demonstrating a strong commitment to delivering on its promises. Colonial Life maintains an active presence on social media, connecting with customers and partners through platforms such as Facebook, LinkedIn, and Instagram.
Role Description The Agency Sales Representative is a full-time, on-site role based in Las Cruces, NM. This position is responsible for building and maintaining relationships with employers and benefits administrators, presenting Colonial Life’s portfolio of workplace insurance products, and supporting them through the enrollment process. Day-to-day tasks include prospecting new business opportunities, conducting sales presentations, following up on leads, and providing ongoing service to existing accounts. The Agency Sales Representative collaborates with local agency leadership, participates in training and sales meetings, and uses Colonial Life’s technology and tools to manage pipelines and track activity. The role involves educating decision-makers and employees about benefit options, ensuring clear communication and a positive enrollment experience.
Qualifications
Role Description The Agency Sales Representative is a full-time, on-site role based in Las Cruces, NM. This position is responsible for building and maintaining relationships with employers and benefits administrators, presenting Colonial Life’s portfolio of workplace insurance products, and supporting them through the enrollment process. Day-to-day tasks include prospecting new business opportunities, conducting sales presentations, following up on leads, and providing ongoing service to existing accounts. The Agency Sales Representative collaborates with local agency leadership, participates in training and sales meetings, and uses Colonial Life’s technology and tools to manage pipelines and track activity. The role involves educating decision-makers and employees about benefit options, ensuring clear communication and a positive enrollment experience.
Qualifications
- Experience in sales, business development, or account management, preferably in insurance, financial services, or employee benefits.
- Strong communication, presentation, and interpersonal skills, with the ability to explain complex benefits in a clear and accessible way.
- Proven ability to build and maintain client relationships, conduct prospecting activities, and manage a sales pipeline.
- Comfort working in an on-site environment, engaging with employers and employees face-to-face in Las Cruces, NM.
- Solid organizational and time-management skills, with the ability to work independently and meet sales and activity goals.
- Basic proficiency with digital tools and CRM or sales tracking systems; willingness to learn Colonial Life’s enrollment technology.
- High level of integrity, professionalism, and customer focus, with an interest in helping individuals and families protect their financial well-being.
- High school diploma or equivalent required; bachelor’s degree in business, marketing, or a related field is preferred.
- State insurance license (or eligibility and willingness to obtain one) as required for selling Colonial Life products.