This role involves building relationships, identifying insurance needs, and helping clients understand suitable coverage options across life and health, business insurance, and personal lines such as auto and home. The Insurance Sales Representative will complete assigned daily tasks, including reaching out to potential customers, following up on quotes, and answering insurance coverage questions.
Numbers & Facts
Location
Greensboro, NC
Job Type
Full-time
Description
Benefits:
401(k) matching
Bonus based on performance
Opportunity for advancement
Paid time off
Training & development
Wellness resources
About Us:
Dakota Andrews Insurance & Financial Services is a growing insurance agency committed to helping individuals and families protect what matters most. We’re looking for motivated, customer-focused sales professionals to join our team and deliver excellent service while achieving individual and team goals.
Position Overview:
The Insurance Sales Representative will complete assigned daily tasks, including reaching out to potential customers, following up on quotes, and answering insurance coverage questions. This role involves building relationships, identifying insurance needs, and helping clients understand suitable coverage options across life and health, business insurance, and personal lines such as auto and home.
Key Responsibilities:
Complete assigned daily tasks, including:
Calling potential customers to initiate conversations and generate opportunities
Following up on quotes previously provided to prospects and customers
Answer insurance-related coverage questions and provide clear, accurate information
Discuss customers’ life and health insurance needs and help recommend next steps
Discuss business insurance needs and guide customers toward appropriate coverage options
Review and explain auto and home insurance needs, coverage options, and recommendations
Maintain strong follow-up and documentation to ensure leads and quotes stay organized and moving forward
Work collaboratively in a team environment to support shared goals and overall team performance
Meet or exceed individual and team sales targets
Requirements:
Strong communication and customer service skills
Ability to build rapport and listen to customer needs
Self-motivated with a strong work ethic and the ability to manage daily activities effectively
Comfortable making outbound calls and following up with prospects
Team-oriented mindset with a commitment to shared success
Prior sales experience preferred (insurance experience a plus, but not required)
Licensing:
Must be Property & Casualty licensed prior to hire; Life & Health licenses required within 30 days of hire
Licensing reimbursement available
Benefits:
PTO
SIMPLE IRA
Wellness resources
Compensation:
Base salary + commission
Opportunities for performance-based earnings based on individual and team goals.