What are the responsibilities and job description for the Insurance Sales Rep position at Sam Cruz Agency, LLC?
We are seeking a motivated and customer-focused Sales Representative to join our team! The ideal candidate is driven to meet sales goals, enjoys building relationships with customers, and is committed to providing excellent service. You will be responsible for generating new business, maintaining existing customer accounts, and promoting our products and services.
Benefits
Paid Time Off (PTO)
Flexible Schedule
Career Growth Opportunities
Mon-Fri Schedule
Hands on Training
Hourly Pay Plus Commission
Licensing Assistance
Retirement Plan
Bonus Opportunities
Responsibilities
Build connections with prospective clients to understand their personal risk and coverage needs.
Create customized insurance proposals that provide genuine protection for families and businesses.
Guide clients through the onboarding process, ensuring they feel confident in their coverage choices.
Maintain an active pipeline of potential leads through community engagement and networking.
Update and manage policy details within our agency management system with high attention to detail.
Collaborate with the rest of the team to share insights and improve our collective approach to service.
Requirements
Active Property and Casualty Insurance License for the state of Wisconsin.
Demonstrated history of success in a sales-focused role.
Clear and articulate verbal communication skills for client consultations.
Strong organizational habits to manage daily follow-ups and documentation.
Comfort with computer systems and digital insurance quoting platforms.
Associate or Bachelors degree in a related field is helpful but not mandatory.