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SAFE HARBOR INSURANCE SERV., LLC
Licensed Insurance Agent
Career Insights for Insurance Sales Agent (General)
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Scorecard
Based on Kentucky data
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What they do
An Insurance Sales Agent sells insurance to customers, working on behalf of an insurance company or independent insurance agent. Evaluates the insurance coverage needed by a customer and proposes insurance packages and prices. May specialize in one line of insurance such as life insurance. May provide first point of contact for customers filing insurance claims.
$56,114 / year median in Kentucky
-3% projected decline
Job Description
Job Overview Join our dynamic team as a Licensed Insurance Agent and become a vital part of helping clients protect what matters most! In this energetic role, you will leverage your management skills, business development experience, and sales expertise to connect with potential clients, understand their needs, and offer tailored insurance solutions. This position offers an exciting opportunity to thrive in a fast-paced environment where your ability to build strong customer relationships, negotiate effectively, and close deals will drive your success. Whether working remotely or in the field, you'll be empowered to develop your territory and grow your professional skills while making a meaningful impact on clients' lives. Responsibilities Engage with prospective clients through cold calling, prospecting, and lead generation activities to expand the customer base Conduct product demos and explain insurance options clearly to help clients make informed decisions Manage client accounts by providing ongoing support, policy reviews, and upselling additional coverage options Develop and implement territory sales strategies to meet or exceed sales targets in assigned regions Utilize CRM software and sales management systems proficiently to track leads, manage customer interactions, and analyze sales data Negotiate policy terms with clients, ensuring mutual satisfaction while closing sales efficiently Build long-term customer relationships through excellent service, follow-up communication, and personalized solutions Collaborate with internal teams on marketing initiatives and technical sales efforts to maximize outreach and engagement Maintain compliance with licensing requirements and stay updated on industry regulations and product knowledge Experience Proven management experience with a focus on business development and account management in a sales environment Extensive B2B (business-to-business) sales background with success in territory management and outside/inside sales roles Demonstrated proficiency with CRM systems such as Salesforce or similar platforms for lead tracking and customer relationship management Strong negotiation skills coupled with the ability to close deals effectively in a remote or in-person setting Experience with technical or complex product sales, including insurance or financial services preferred Skilled in prospecting, lead generation, cold calling, and achieving sales targets consistently Excellent communication skills for client interaction, product demonstrations, and client relationship building Ability to analyze market data, identify opportunities for growth, and develop strategic plans accordingly Customer service orientation with a focus on delivering value-added solutions that foster loyalty Join us if you're passionate about helping people secure their futures through innovative insurance solutions! This role is paid — offering an engaging career path where your enthusiasm for sales combined with your technical knowledge can truly shine. We're committed to supporting your growth every step of the way!