Insurance Sales Agent

Adaptive Insurance Agency is seeking a motivated and client-focused Insurance Sales Agent to join our growing team. This role is designed for a professional who thrives on building relationships, responding quickly to warm leads, and delivering tailored insurance solutions that align with real estate transactions and client needs. As part of our referral-driven model, you will primarily engage with incoming calls and emails from our internal network of sales partners - allowing you to focus on new business sales rather than outbound prospecting and servicing.

Warm Lead Management:

• Respond promptly to incoming calls, emails, and digital inquiries from real estate agents, loan officers, and referred clients.
• Guide clients through insurance options, answer questions, and recommend coverage tailored to their specific needs.

Sales Execution:

• Present clear, personalized insurance solutions (auto, home, life, and other insurance products) and close sales efficiently to meet individual and team revenue goals.
• Follow up strategically with referred clients to ensure timely quotes and seamless policy onboarding.

Relationship Building:

• Maintain strong working relationships with internal referral partners to maximize lead flow and build trust.
• Serve as a reliable, knowledgeable insurance resource for both clients and partners.

Cross-Selling Opportunities:

• Identify opportunities to offer multiple policies to provide clients with comprehensive coverage and added value.

Compliance & Documentation:

• Accurately complete applications, issue policies, and document all client interactions in accordance with state regulations, carrier requirements, and agency procedures.

Collaboration:

• Partner with teammates and agency leadership to improve sales processes, service levels, and client experience.

Requirements

• Proven track record in sales or customer-facing roles (insurance experience a plus)
• Property & Casualty license strongly preferred (or willingness to obtain)
• Life & Health license strongly preferred (or willingness to obtain)
• Excellent written and verbal communication skills
• Strong problem-solving abilities and attention to detail
• Customer-first mindset with a professional, approachable demeanor
• Ability to work independently, prioritize tasks, and manage a high volume of inbound activity
• Enthusiasm for helping people protect what matters most and achieve their financial goals

Benefits

• PTO
• VTO
• Medical
• Dental
• Vision
• 401k with matching