Insurance Sales Consultant

Distro

. Prospect and generate new business opportunities through networking, referrals, cold outreach, social media, and relationship-building activities .

Posted 10/27/2026full-timeRemote • Texas • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in prospecting and generating leads, with a strong focus on relationship-building and consultative sales techniques. Proficient in utilizing CRM systems and Microsoft Office 365 to manage sales pipelines and enhance client interactions.

Highest-signal resume keywords

2+ Years Sales ExperienceBilingual English/SpanishActive P&C LicenseCRM Systems ExperienceStrong Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Lead GenerationConsultative SalesSales Pipeline ManagementInsurance Solutions PresentationPerformance-Driven Sales

Soft Skills

Relationship-BuildingConfidence in ProspectingCollaborationAdaptability

Tools & Technologies

CRM SystemsMicrosoft Office 365

Certifications & Qualifications

Active P&C License

Industry Keywords

Commercial InsurancePersonal Lines InsuranceSales TrainingClient Retention

About the role

Key responsibilities & impact

Prospect and generate new business opportunities through networking, referrals, cold outreach, social media, and relationship-building activities
Conduct consultative conversations with business owners and individuals to identify insurance needs
Present customized Commercial and Personal Lines insurance solutions
Maintain an organized sales pipeline within the CRM
Collaborate with Account Managers to ensure exceptional client service and retention
Participate in weekly coaching sessions, sales training, and professional development programs

Requirements

What you’ll need

2+ years of successful sales experience
Confidence in prospecting and generating leads
Strong communication and relationship-building skills
Comfortable working in a performance-driven environment
Bilingual English/Spanish required
Active P&C License preferred, or willingness to obtain one within 30 days of hire
Experience with CRM systems
Experience with Microsoft Office 365

Benefits

Comp & perks

Uncapped commission structure
First-year earning potential of $50,000–$80,000+
Residual income through renewals
100% agency-paid E&O insurance
Sponsored Sandler Sales Training
Full agency support team
Growth-focused culture
Long-term career path
Fully remote position