Skip to content
ReferMeAJob
LiveHybridFull-timeApply by 1 Nov 2026

Insurance Sales Agent

New York, NY, United States

Experience
9–14 years
Employment
Full-time
Work mode
Hybrid
Salary
Not disclosed
Deadline
Apply by 1 Nov 2026
Posted
2026-01-07

Required skills

SkillExperienceLevel
CRM5+ yearsAdvanced

About the role

At privme.Orglets, we are seeking a highly skilled and motivated Insurance Sales Agent to join our dynamic team. As an Insurance Sales Agent, you will play a crucial role in driving business growth by identifying and pursuing new sales opportunities, building strong relationships with clients, and providing expert insurance solutions tailored to their needs. You will work in a fast-paced and collaborative environment, closely interacting with cross-functional teams to stay up-to-date on industry trends, best practices, and emerging opportunities. With ample learning opportunities and a culture that fosters professional development, you will have the chance to expand your skill set, stay ahead of the curve, and make a meaningful impact on our organization's success. As a key member of our team, you will be responsible for delivering exceptional customer experiences, driving revenue growth, and contributing to the development of innovative insurance products and services that meet the evolving needs of our clients.


Requirements:

  • Proven track record of success in insurance sales, with a strong understanding of insurance products, services, and regulations
  • Excellent communication, interpersonal, and negotiation skills, with the ability to build trust and rapport with clients and stakeholders
  • Strong analytical and problem-solving skills, with the ability to assess client needs and develop tailored insurance solutions
  • Proficiency in industry-specific software and technology, including CRM systems and data analysis tools
  • Strong business development and marketing skills, with the ability to identify and pursue new sales opportunities
  • Professional certifications, such as licenses in life, health, or property and casualty insurance, are highly desirable

Roles and Responsibilities:

  • Identify and pursue new sales opportunities, building a strong pipeline of potential clients and driving revenue growth
  • Conduct thorough needs assessments with clients, developing and presenting tailored insurance solutions that meet their unique requirements
  • Build and maintain strong relationships with clients, providing exceptional customer service and support to ensure long-term loyalty and retention
  • Collaborate with cross-functional teams, including underwriting, claims, and marketing, to stay up-to-date on industry trends and best practices
  • Develop and execute strategic business plans, aligning with organizational goals and objectives to drive growth and expansion
  • Stay current on industry developments, regulatory changes, and emerging trends, applying this knowledge to drive innovation and improve sales performance

Budget:

  • Maximum budget: $120,000 USD per year
  • Job type: Payroll
  • Experience range:9 to14 years

Role categories

Similar roles in New York

IS

California, United States

HybridPart-timeInsurance Sales/MarketingCRMCompliance Management
Not disclosed
Apply Now