Personal Insurance Sales

The Personal Insurance Sales Executive is Responsible for:

  • Develop and cultivate new business referral relationships with financial planners, accountants, real estate agents, mortgage brokers, etc.
  • Participate in associations and lead groups to generate new business leads
    Make direct sales calls to prospective personal insurance clients
  • Follow up on referral opportunities
  • Partner with Commercial Insurance, Life Insurance and Group Benefits sales staff to take advantage of cross sell opportunities
  • Partner with Sales Associte to obtain quotes and put together proposals, close sales and bind coverage on new business opportunities
  • Ensure smooth transition of new accounts to the service Team


  • Two-Year or Four-year college degree and 2-3 years of insurance sales experience
  • Strong sales aptitude
  • Disciplined, well organized, and self motivated person
  • Willingness to make prospecting calls and network to develop new business
  • Strong computer skills including, MS Word, Excel and Access
  • Skill in reading documents written in standard English text including contracts, proposals, and procedure manuals
  • Skill in writing grammatically correct business correspondence such as letters, e-mails, memoranda
  • Skill in setting priorities which accurately reflect the relative importance of job responsibilities
  • Ability to establish and maintain cooperative working relationships with managers and support staff members
  • Ability to establish and maintain helpful and cooperative working relationships with all clients and carriers
  • Willing to learn


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