Insurance Sales Agent
About the role
Based in Albany, Vermont, The Atlantic District seeks an Insurance Sales Agent to join its mission of providing clear, personal, and helpful insurance solutions. The ideal candidate will enjoy connecting with clients, listening carefully, and guiding them towards solutions that truly benefit their lives, families, and businesses.
Responsibilities
- Connect with prospective and current clients to understand their coverage needs
- Recommend insurance solutions that align with each client's situation, budget, and goals
- Follow up on leads and inquiries promptly and thoughtfully
- Prepare quotes, review policy details, and assist clients through the sales process
- Build trust by explaining coverage options clearly and confidently
- Maintain accurate records of client interactions, policies, and sales activity
- Work with internal partners to ensure clients have a seamless experience from initial contact to policy placement
- Stay updated on products, carrier updates, and industry trends affecting your clients
Requirements
- Active insurance license or ability to obtain one in Vermont
- Previous experience in insurance sales, customer service, or a related client-facing role
- Strong communication skills, both spoken and written
- Ability to explain coverage options clearly and confidently
- Comfortable using CRM systems and standard office software
- An organized approach to managing leads, follow-ups, and client details
- A professional, dependable demeanor with a comfort level in building long-term client relationships
- Knowledge of personal lines or commercial insurance products is a plus
Qualifications
- Experience in insurance sales, customer service, or a related client-facing role
- Ability to communicate effectively and build trust with clients
- Comfort with CRM systems and standard office software
- An organized approach to managing leads, follow-ups, and client details
- A professional, dependable demeanor with a comfort level in building long-term client relationships
- Knowledge of personal lines or commercial insurance products is a plus
Skills
- Excellent communication skills
- Ability to explain complex insurance concepts clearly and confidently
- CRM system proficiency
- Organizational skills
- Client relationship management
Benefits
- Paid Time Off (PTO)
- Flexible Schedule
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
- Disability Insurance
- Parental Leave
- Hands-on Training
- Retirement Plan
- Career Growth Opportunities
Pay
$220,000.00 - $250,000.00 per year
Schedule
Mon-Fri Schedule
Location
Bennington, VT, 05201, US
Job Type
Full-Time
Job Category
Insurance Sales
Company Information
The Atlantic District is a dynamic and growth-driven division of one of the nation’s most trusted insurance and financial services organizations. We partner with dedicated professionals to build thriving insurance agencies that deliver exceptional protection and financial confidence to individuals, families, and businesses throughout the Atlantic region.
Contact Information
Phone: 518-951-9483