Sales Agent, Insurance

Plan Right Financial - Alderson Agency

Insurance Sales Agent meeting clients, assessing insurance needs, and guiding life/health applications in Wilson, NC. Liaising with underwriters while maintaining compliant, confidential client records.

Posted 8/17/2026full-timeWilson • North Carolina • 🇺🇸 United StatesMid-LevelSenior💰 $70,000 - $100,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client interviews, insurance product knowledge, and compliance with underwriting guidelines. Proficient in maintaining client records and utilizing CRM software for effective client management.

Highest-signal resume keywords

Insurance Sales ExperienceUnderwriting KnowledgeState Insurance License (Life/Health)CRM Software ProficiencyStrong Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Client InterviewingRisk AssessmentApplication SubmissionCompliance KnowledgeInsurance Product Explanation

Soft Skills

Interpersonal SkillsDetail-OrientedOrganizational AbilitiesPresentation Skills

Tools & Technologies

CRM SoftwareDigital Applications

Certifications & Qualifications

State Insurance License (Life/Health)

Industry Keywords

Insurance ApplicationsUnderwriting DecisionsClient ManagementFieldworkIndustry Trends

About the role

Key responsibilities & impact

Conduct client interviews to gather personal, financial, and medical information for insurance applications
Explain insurance products, coverage options, and policy terms
Assess potential risks and identify factors influencing underwriting decisions
Complete and submit applications in compliance with company policies and industry regulations
Liaise between clients and the underwriting department to resolve questions or obtain additional information
Maintain accurate and confidential client records
Stay informed about industry trends, underwriting guidelines, and product updates
Meet clients at their locations as part of fieldwork

Requirements

What you’ll need

High school diploma or equivalent required
Bachelor’s degree preferred
Prior experience in insurance sales, underwriting, or financial services highly desirable
State insurance license (Life/Health) or ability to obtain one
Strong communication, presentation, and interpersonal skills
Detail-oriented with excellent organizational abilities
Proficient in CRM software and digital applications for client management
May require evening or weekend availability to accommodate client schedules

Benefits

Comp & perks

Remote/office-based work combination
Flexible scheduling to accommodate client schedules, including possible evening or weekend availability