Agency sales representative

Company Description Colonial Life & Accident Insurance Company, a subsidiary of Unum Group, provides financial protection benefits to workers and their families across the United States. 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 over 87,000 businesses and 4 million workers with benefit services, education, and innovative enrollment technology. In 2022, the company paid more than $700 million in benefits to policyholders, demonstrating its commitment to delivering real support when unexpected events occur. Colonial Life engages with customers and partners through digital channels, including Facebook, LinkedIn, and Instagram.

Role Description The Agency Sales Representative is a contract role responsible for developing and maintaining relationships with employers and benefits decision-makers in the Liverpool, NY area. In this hybrid position, the representative will spend part of the time meeting clients in person and attending on-site appointments, with some work from home for prospecting, follow-up, and administrative tasks. Day-to-day activities include identifying and qualifying new business leads, presenting Colonial Life’s workplace benefit solutions, and supporting employers through the enrollment process. The role also involves coordinating with internal teams, preparing proposals, tracking sales activities, and providing ongoing service to existing accounts to support retention and growth.

Qualifications

• Demonstrated sales, business development, or account management experience, preferably in insurance, financial services, or B2B solutions.
• Strong communication, presentation, and interpersonal skills, with the ability to explain complex benefit products in clear, accessible language.
• Organizational and time-management abilities to handle multiple prospects, client meetings, and follow-up activities in a hybrid work environment.
• Comfort with technology, including CRM tools, virtual meeting platforms, and basic office software for documentation and reporting.
• Self-motivated, goal-oriented approach with the ability to work independently and collaborate effectively with agency and corporate teams.
• Ability to travel locally within the Liverpool, NY area for client meetings and enrollment events as needed.
• High ethical standards and commitment to providing inclusive, customer-focused service to diverse workplaces and employees.
• Relevant professional licenses for selling insurance products (or willingness and ability to obtain required licenses within a defined timeframe).
• High school diploma or equivalent required; post-secondary education in business, marketing, or a related field is beneficial.