Insurance Sales Representative Job Description Template

Use this Insurance Sales Representative job description template to advertise the open roles for free using You can use this template as a starting point, modify the requirements according the needs of your organization or the client you are hiring for.

Insurance Sales Representative Job Description Template


Job Brief

We are looking for a competitive Insurance Sales Representative to help us expand our business by actively seeking and acquiring new clients. You will identify their needs and demands and sell accordingly.

The goal is to formulate strong relationships to ensure growth and preserve and augment our firm’s prestige.


  • Design and implement effective marketing strategies to sell new insurance contracts or adjust existing ones
  • Contact potential clients and create rapport by networking, cold calling, using referrals etc
  • Appraise the wishes and demands of business or individual customers and sell the suitable protection plans
  • Collect information from clients on their risk profiles in order to offer them the proper solution
  • Prepare reports to shareholders on the success of your business endeavors
  • Retain continuous awareness of transactions, sales and terms and keep relative records
  • Check insurance claims to solidify trust and safeguard reputation
  • Frequently replenish job-specific knowledge and apply it on the field
  • Fulfill all company-established policy obligations


  • Proven experience as an Insurance Sales Representative
  • Good comprehension of insurance plans including automobile, fire, life, property, medical etc.
  • Ability to work with computers and understand and interpret standard statistical findings
  • Goal-oriented
  • Excellent skills in communication and presentation
  • Experience in delivering client-focused solutions and in creating long-lasting relationships
  • High school or BSc degree

What does Insurance Sales Representative do?

A Insurance Sales Representative typically performs the following tasks on a day-to-day basis:

  1. Generating leads: Finding potential customers through various means such as cold calling, networking events, referrals, or online platforms.
  2. Prospecting and qualifying: Evaluating leads to determine their potential as clients and identifying their insurance needs.
  3. Conducting sales presentations: Meeting with potential clients to explain different insurance policies, coverage options, and benefits, and answering any questions they may have.
  4. Providing personalized recommendations: Analyzing client needs, goals, and financial situations to recommend suitable insurance plans or policies.
  5. Preparing quotes: Calculating premiums based on coverage requirements, deductibles, and other factors, and providing clients with accurate quotes.
  6. Closing sales: Negotiating terms, explaining policy details, and assisting clients in completing the necessary paperwork to finalize the purchase of an insurance policy.
  7. Building and maintaining relationships: Developing ongoing relationships with clients by providing exceptional customer service, addressing concerns, and consistently following up on policy renewals or changes.
  8. Staying updated on industry trends: Keeping up with changes in insurance regulations, product offerings, and market conditions to provide clients with the most up-to-date information and options.
  9. Meeting sales targets: Working towards achieving monthly or quarterly sales goals set by the insurance company or agency.
  10. Administrative tasks: Documenting sales activities, maintaining client records, and processing policy applications or renewals.

It is important to note that the specific tasks and priorities of an Insurance Sales Representative may vary depending on the company, market, and type of insurance being sold.

Insurance Sales Representative Job Description Examples

Insurance Sales Representative• Libby Clark Allstate Agency

Job Description

Are you looking for an UPBEAT work environment that gives you an incredible work-life balance?? You found us! We are a nationally recognized (Premier Agency) with 19+ years of experience. We are seeking energetic and driven individuals with a winning spirit to join our fast paced sales department. As an insurance sales representative you will work with a dynamic team of mutual....

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Insurance Sales Representative• Modern Consulting, Inc.

Job Description

MUST HAVE Undergraduate Degree or Proven track record of Successful Sales Experience...• Competitive Salary with Bonus Opportunity*

Here at The Modern Consulting Agency we are invested in our employees success and want candidates who want to start a CAREER. We want YOU. We want the highly motivated and convincing job seekers. No matter your sales experience, we'll invest in...

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Insurance Sales Representative• Sarah Hancock - Farmers Insurance Agent

Job Description

Job Description...

We are seeking a passionate, self-driven, natural-born salesperson with a desire to make a difference in peoples lives. As a Licensed Insurance Sales Representative you will be part of a team that is helping to grow sales in the office by offering products that people need for their security and peace of mind. A new Licensed Insurance Sales Representative wi...

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Insurance Sales Representative - Remote/Wfh Available• Carson Insurance Agency LLC

Job Description

Hybrid combination of in-person and remote, or fully remote...

Carson Insurance Agency LLC (CIA) Richmond Carson American Family is hiring!!!

CIA is looking to add a Sales Specialist with similar priorities! We are looking for someone excited to make money, become part of a team that appreciates one another, and is eager to excel in a sales career.


We have a lot to...

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