Sales Agent

About the role

We are looking for motivated, self-driven and sales-oriented people that are interested in being a part of a growing team. As a member of our team, you will have the opportunity to work in a fun and positive work culture, where you will be surrounded by like-minded individuals who are passionate about helping others.

Responsibilities

• Play a vital role in guiding individuals through their enrollment journey.
• Conduct needs analyses to educate and advise clients on the best solutions.
• Facilitate the full enrollment process for prospective clients.
• Accurately document all client interactions and maintain compliance standards.
• Collaborate with leadership and peers to support a strong, team-driven culture.
• Continuously develop product and industry knowledge to adapt to client needs.
• Achieve personal sales goals and contribute to team performance.
• Participate in advancement opportunities and mentorship within the agency.

Requirements

• Self-motivated to meet and exceed revenue targets.
• Strong verbal and written communication with a focus on education and clarity.
• Ability to prioritize daily tasks and handle a high volume of client interactions.
• Ability to identify needs and recommend appropriate solutions.
• Comfortable in a fast-paced, performance-driven environment.
• Maintains energy and focus during high outbound call volume.
• Open to feedback and eager to grow through training and mentorship.
• Works well in a collaborative, high-performing culture.
• Accurate with documentation, enrollment details, and compliance.
• Maintains high professional and ethical standards.
• Effectively communicates product information during in-person and phone consultations.
• Navigates CRM tools, call systems, and digital enrollment platforms.
• Focused on achieving key performance metrics daily.

Qualifications

• 1+ year of sales or customer service experience.
• Bachelor’s degree (Required).
• Ability to obtain Life & Health Insurance license during training.
• Demonstrated track record of hitting performance-based targets is a plus.

Skills

• Self-motivated to meet and exceed revenue targets.
• Strong verbal and written communication with a focus on education and clarity.
• Ability to prioritize daily tasks and handle a high volume of client interactions.
• Ability to identify needs and recommend appropriate solutions.
• Comfortable in a fast-paced, performance-driven environment.
• Maintains energy and focus during high outbound call volume.
• Open to feedback and eager to grow through training and mentorship.
• Works well in a collaborative, high-performing culture.
• Accurate with documentation, enrollment details, and compliance.
• Maintains high professional and ethical standards.
• Effectively communicates product information during in-person and phone consultations.
• Navigates CRM tools, call systems, and digital enrollment platforms.
• Focused on achieving key performance metrics daily.

Benefits

• 401k.
• Paid vacation time (2 weeks; after 3 months employment).
• 9 Company observed paid holidays.
• Agents have an equity in the business they write (residual yearly earnings).
• Paid Professional Training & Development Opportunities.
• Paid Continuing Education for Licensing Requirements.
• Company & Individual Incentives.

Pay

$50,000 base salary plus commission - Increase to $55,000 base once matured through our training program after 90 days. Our agents average $60,000-$75,000 in their first year. Our agents average $80,000+ in their second year. Our agents average $110,000+ in their third year.

Schedule

Onsite presence required at the Lincoln, RI office location—this is not a remote role.