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Sales Agent – Insurance
Plan Right Financial - Alderson AgencyInsurance Sales Agent serving Tampa clients for an insurance company. Assessing needs, explaining coverage, gathering application data, and coordinating underwriting.
Posted 8/17/2026full-timeTampa • Florida • 🇺🇸 United StatesMid-LevelSenior💰 $70,000 - $100,000 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client interviews, insurance product knowledge, and underwriting processes while maintaining compliance with industry regulations. Strong organizational and communication skills are essential for effective client management and relationship building.
Highest-signal resume keywords
Insurance Sales ExperienceUnderwriting KnowledgeState Insurance License (Life/Health)CRM Software ProficiencyClient Relationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Client InterviewsInsurance ApplicationsRisk AssessmentPolicy ExplanationApplication Submission
Soft Skills
Strong Communication SkillsPresentation SkillsInterpersonal SkillsDetail-OrientedOrganizational Abilities
Tools & Technologies
CRM SoftwareDigital Applications
Certifications & Qualifications
State Insurance License (Life/Health)
Industry Keywords
Insurance ProductsUnderwriting GuidelinesComplianceFinancial ServicesIndustry 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 and accommodate client schedules as needed
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
Benefits
Comp & perks- Remote/office-based work arrangement
- Combination of fieldwork and remote/office-based work