In-Home Sales Representative

Key Responsibilities

• Conduct in-home appointments with prospective and existing clients
• Analyze customer financial needs and recommend appropriate insurance products
• Educate clients on life insurance, health insurance, retirement, and financial planning options
• Generate leads through referrals, networking, and company-provided opportunities
• Maintain strong relationships with policyholders through regular follow-ups
• Complete applications, policy paperwork, and documentation accurately
• Met weekly and annual sales performance goals
• Participate in ongoing training, licensing, and professional development programs
• Maintain compliance with company and state insurance regulations

Qualifications

• A high school diploma or equivalent required
• Previous sales or customer service experience preferred
• Strong communication and interpersonal skills
• Ability to work flexible hours, including evenings and weekends
• Self-driven with strong organizational skills
• Valid driver’s license and reliable transportation
• State Life & Health Insurance License required or willingness to obtain licensing

Preferred Skills

• In-home sales experience
• Financial services or insurance background
• Relationship-building and consultative selling skills
• Ability to work independently and manage time effectively