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KI
KPT Insurance Group
Licensed Sales Producer
Career Insights for Insurance Sales Agent (General)
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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.
$63,482 / year median in the U.S.
+17% projected growth
Job Description
Job Overview We are seeking a dynamic and motivated Licensed Sales Producer to join our team and drive growth through exceptional client engagement and insurance expertise. In this role, you will leverage your sales skills and insurance knowledge to build strong customer relationships, identify client needs, and offer tailored insurance solutions. Your energetic approach will help expand our client base while ensuring compliance with industry regulations. This position offers an exciting opportunity to thrive in a fast-paced environment dedicated to delivering outstanding service and innovative insurance products. Responsibilities Engage with prospective clients through outside sales efforts, including community outreach, networking, and telemarketing campaigns Conduct comprehensive needs assessments to recommend appropriate insurance products such as health, life, property casualty, and commercial insurance policies Negotiate terms and coverage options with clients to secure mutually beneficial agreements Build and maintain long-term customer relationships through proactive communication and personalized service Manage sales administration tasks using CRM (Customer Relationship Management) systems to track leads, follow-ups, and policy details Stay informed about insurance regulations, industry trends, and product updates to provide accurate guidance Assist clients with benefits administration, claims processes, and policy renewals to ensure ongoing satisfaction Requirements Valid state license as a Sales Producer or Insurance Agent with the ability to sell health, life, property casualty, or commercial insurance products Proven experience in outside sales, retail sales, or telemarketing within the insurance or financial services industry Strong negotiation skills coupled with excellent communication abilities in multiple languages; bilingual proficiency is a plus Knowledge of insurance regulation, benefits administration, and relevant industry standards Proficiency in Microsoft Office applications and CRM system platforms for sales tracking and customer management Demonstrated analysis skills for assessing client needs and recommending suitable coverage options Customer service orientation with a focus on building lasting client relationships Familiarity with health insurance, life insurance, property casualty insurance, and related products is highly desirable Ability to work independently while collaborating effectively within a team environment Join us if you're passionate about helping clients protect what matters most while advancing your career in a vibrant, supportive setting. We're committed to empowering our employees through ongoing training and development opportunities—fuel your professional growth today!