What are the responsibilities and job description for the Bilingual Sales Insurance Agent position at Latino Tax & Exp Services Inc?
Job Overview
Salazar Insurance Agency & Latino Tax Corporation are seeking a highly motivated, energetic, and results-driven Bilingual Insurance Sales Representative to join our growing team.
This is an excellent opportunity for someone who is passionate about sales, enjoys helping people, and thrives in a fast-paced environment. We are looking for someone who is proactive, organized, quick to learn, and able to multitask while delivering an outstanding customer experience.
Our primary focus is selling Personal Auto, Homeowners, Renters, Commercial Auto, General Liability, Workers' Compensation, and other Commercial Insurance products.
In addition to insurance, you will have the opportunity to educate clients about our Payroll, Bookkeeping, Tax Preparation, and Business Services, creating cross-selling opportunities that help businesses grow.
If you enjoy meeting new people, building relationships, closing sales, and working in a high-energy environment, we'd love to meet you.
Responsibilities
- Generate new business through phone calls, referrals, walk-in customers, networking, community events, and marketing campaigns.
- Quote and sell Personal and Commercial Insurance policies, including:
- Auto Insurance
- Homeowners Insurance
- Renters Insurance
- Commercial Auto
- General Liability
- Workers' Compensation
- Business Owners Policies (BOP)
- Welcome and assist walk-in clients visiting our office for insurance, tax, payroll, bookkeeping, and other business services.
- Identify customer needs and recommend customized insurance solutions.
- Build long-term relationships with clients through exceptional customer service.
- Follow up with prospects and existing clients to close sales and retain business.
- Cross-sell additional company services such as:
- Payroll Services
- Bookkeeping
- Tax Preparation
- Business Consulting
- Process policy applications, endorsements, renewals, and customer documentation accurately.
- Maintain detailed client records using our agency management system and CRM.
- Work closely with the marketing team to maximize lead conversion and customer retention.
- Meet or exceed monthly sales goals and performance expectations.
Qualifications
- Bilingual in English and Spanish (required)
- Previous insurance sales experience preferred
- North Carolina Property & Casualty License preferred (or willingness to obtain)
- Strong sales and closing skills
- Excellent communication and interpersonal skills
- Comfortable speaking with clients in person and over the phone
- Ability to multitask in a fast-paced office environment
- Strong organizational and time-management skills
- Professional appearance and positive attitude
- Self-motivated and goal-oriented
- Basic computer skills (Microsoft Office, CRM systems, email)
What We're Looking For
We want someone who is:
- Highly motivated and energetic
- Sales-driven with a competitive mindset
- Confident talking to people
- Fast learner
- Organized and dependable
- Excellent at multitasking
- Positive and team-oriented
- Proactive and takes initiative
- Passionate about helping customers
- Focused on achieving and exceeding sales goals
What We Offer
- Competitive base salary
- Performance bonuses
- Sales commissions
- Paid training
- Career advancement opportunities
- Ongoing professional development
- Supportive team environment
- Modern technology and marketing support
- Stable and growing company
- Opportunity to build a long-term career
Why Join Us?
At Salazar Insurance Agency & Latino Tax Corporation, we don't just sell insurance—we help protect families, support business owners, and create long-term financial success for our clients. As our company continues to grow, we're looking for ambitious professionals who are ready to grow with us. If you're energetic, driven, enjoy selling, and want to build a rewarding career with unlimited growth potential, we encourage you to apply today.
Pay: $41,650.00 - $70,365.00 per year
Benefits:
- 401(k)
Work Location: In person
Salary : $41,650 - $70,365