What are the responsibilities and job description for the Insurance Advisor position at Cypress Insurance Team?
Hiring Process
To ensure a strong fit for our team and culture, all applicants must complete a brief assessment prior to being considered for an interview.
This assessment helps us identify candidates who are most likely to succeed in our fast-paced, sales-driven environment.
Ideal Start date: Looking for 2 agents to start October 5th. Must be willing to obtain P&C license prior to start date if unlicensed.
Location: In Person
Salary: Comfortable base plus uncapped monthly bonus structure.
Join a Growing Insurance Agency
Are you a motivated sales professional who thrives in a fast-paced office environment and enjoys helping clients find the right insurance solutions? We're looking for a driven Sales Associate to join our team and contribute to our continued growth.
This is an excellent opportunity for a sales professional who enjoys working with warm leads, closing business, and being part of a supportive, results-oriented team and is comfortable with a high level of accountability.
Qualifications
Required
- Previous sales experience in an office environment
- Strong communication and interpersonal skills
- Ability to work independently and manage priorities
- Strong organizational and follow-up skills
- Comfortable working in a performance-driven environment
- Coachable, growth-oriented mindset
- High school diploma or GED
Preferred
- Insurance industry experience
- Active insurance license
What You'll Do
As a Sales Associate, you will:
- Generate customized insurance quotes based on client needs and risk profiles
- Recommend personalized coverage solutions
- Follow up on qualified inbound leads and prospective clients
- Convert leads into new insurance policies
- Cross-sell and upsell personal lines insurance products
- Maintain accurate records within our CRM and policy management systems
- Participate in daily team huddles, ongoing training, and coaching meetings.
Your Day-to-Day Responsibilities
- Monitor and respond to emails
- Handle incoming sales calls (no cold calling)
- Follow up with prospective clients
- Build client relationships and provide coverage recommendations
- Close sales and achieve performance goals
- Prospect for new opportunities (warm calls)
- Collaborate with team members to support agency growth
Pay: $40,000.00 per year
Benefits:
- Paid time off
Work Location: In person
Salary : $40,000