Insurance Sales Agent

Job Description

Insurance Sales Agent | The Schnitzer Agency

The Tone:
This is a remote role, with full-time work strongly preferred, though part-time opportunities are available. The Schnitzer Agency is dedicated to reshaping the sales industry by providing exceptional support and resources, moving beyond the broken models prevalent in many sales environments. This role is crucial for helping individuals and families secure vital insurance coverage, working with pre-qualified clients who have already expressed a need for assistance. The company makes intentional hiring decisions and fully invests in its agents, providing comprehensive training and mentorship to ensure success and build a rewarding career.

The TL;DR
• Role: Full-time preferred, part-time available
• Type: Flexible
• Location: Remote
• Mission: Help families secure appropriate insurance coverage by educating them on available options and guiding them through the selection process.
• Tech Stack: Zoom

What You’ll Actually Do
• Client Connection: Connect with pre-qualified clients who have specifically requested insurance coverage, eliminating the need for cold calling.
• Appointment Scheduling: Follow up with clients to book and confirm virtual appointments.
• Client Education: Educate families on available insurance plans, assessing their budget and needs to recommend suitable options.
• Virtual Consultations: Conduct virtual appointments with clients via Zoom to guide them through their coverage choices.
• Sales System Execution: Adhere to a simple, proven sales system designed for efficiency and client satisfaction.
• Professional Development: Actively participate in ongoing training, daily team coaching, and one-on-one mentorship sessions.

The Must-Haves
• Background: Obtain a Life and Health Insurance License, for which the agency provides support to complete a self-paced online course within 7–10 days.
• Experience: While no specific prior experience is strictly required, candidates should possess a strong commitment to learning and professional development within a sales context.
• Skills: Excellent interpersonal abilities with a talent for building client trust, high coachability and openness to feedback, strong drive and enthusiasm for challenges, intrinsic self-motivation, and unwavering integrity in all interactions.
• Bonus: Previous professional experience in sales or customer service is considered beneficial.