Insurance Sales Agent

Job Summary

The team is responsible for generating new business revenue on a monthly basis and consistently exceeding individual and team sales goals. This role is built for a true hunter mentality—someone who shows up every day driven, competitive, and ready to win.

Account Executives are equipped with extensive training in Salesforce, sales process management, and business development—but success in this role is driven by relentless effort, proactive outreach, and a high-volume activity mindset. This is not a passive or account management role—this is a front-line revenue generating position.

Principal Duties and Responsibilities

The primary responsibility of an Account Executive is to aggressively build and grow a book of business through:

• High-volume outbound prospecting including cold calling, email outreach, and social selling to generate new opportunities daily
• Developing and maintaining referral partner relationships with professionals in the real estate and mortgage industries
• Consistently networking (events, industry groups, community engagement) to build a strong pipeline of business
• Owning the full sales cycle from prospecting to closing new business
• Working with clients to understand their insurance needs, analyze options across a large carrier portfolio, and deliver customized risk solutions
• Maintaining a daily activity cadence (calls, meetings, pipeline generation) aligned with hitting and exceeding revenue targets
• Operating with a “no excuses” mindset—doing what it takes to bring in business and win deals

Experience and Education

• Current insurance license or able to pass the state licensing exam, once hired
• Experienced in a high-pressure sale and or customer service environments
• Social media marketing experience (huge plus)
• Experienced with Salesforce (plus)
• Legally authorized to work in the United States

Required Skills and Abilities

• Proven “hunter” mentality with a strong desire to win new business
• Comfort with cold calling, rejection, and high outbound activity
• Ability to prospect relentlessly and build pipeline from scratch
• Exceptional written and verbal communication
• Experience in a fast-paced, performance-driven environment
• B2B or B2C sales experience preferred (or strong sales-oriented academic background)
• Highly competitive, goal-oriented mindset
• Strong networking and relationship-building abilities
• Entrepreneurial spirit with a “eat what you kill” mentality
• Problem-solving mindset and ability to think on your feet
• Self-motivated, hands-on, self-starter who requires minimal direction
• Strong time management and ability to prioritize revenue-generating activities
• High level of accountability, discipline, and internal drive