Sales Agent – Insurance

Plan Right Financial - Alderson Agency

Insurance Sales Agent assessing client needs, risks, and applications for an insurance company. Guiding prospective clients through products, underwriting, and policy processes.

Posted 8/17/2026full-timeOrlando • Florida • 🇺🇸 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 conducting client interviews, assessing risks, and guiding clients through the insurance application process while ensuring compliance with industry regulations. 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

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Hard Skills

Client InterviewingRisk AssessmentApplication SubmissionInsurance Product KnowledgeCompliance with Industry Regulations

Soft Skills

Interpersonal SkillsDetail-OrientedOrganizational AbilitiesPresentation Skills

Tools & Technologies

CRM SoftwareDigital Client-Management Applications

Certifications & Qualifications

State Insurance License (Life/Health)

Industry Keywords

Insurance ApplicationsUnderwriting GuidelinesClient Records ManagementIndustry 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 conduct in-person meetings
Guide clients through the insurance process in alignment with company policies and underwriting guidelines

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
Proficiency with CRM software and digital client-management applications
Ability to meet clients in person
May require evening or weekend availability

Benefits

Comp & perks

Remote/office-based work arrangement
Combination of fieldwork and remote/office-based work
Evening or weekend availability as needed to accommodate client schedules