Insurance Sales Development Consultant

Company Description

North American Insurance Services LLC is a national independent insurance marketing organization specializing in individual health insurance, Medicare, supplemental health, life insurance, annuities, and long-term care. We partner with insurance professionals to deliver comprehensive coverage solutions to individuals and families. It focuses on empowering agents with tools, training, and support to grow their practices and serve clients effectively. Applicants can expect a professional environment that values compliance, customer service, and long-term client relationships.

Role Description

The Insurance Sales Development Consultant is a full-time, on-site role based in the Dallas–Fort Worth Metroplex. This position focuses on developing and supporting insurance sales teams by identifying and qualifying leads, nurturing prospects, and driving new business across health, Medicare, life, and related product lines. Day-to-day responsibilities include managing lead generation activities, conducting outreach to agents and prospects, facilitating sales presentations, and supporting sales operations processes and reporting. The consultant will also design and deliver training sessions, coach sales representatives on best practices, and collaborate with leadership to refine sales strategies and improve performance. The role requires close interaction with internal teams and external partners to ensure a consistent, customer-centered sales experience.

Key Responsibilities

• Recruit, onboard, and develop independent insurance agents nationwide
• Guide agents through contracting, onboarding, and initial production setup
• Build working knowledge of NAIS product lines, enrollment workflows, and carrier requirements
• Serve as a primary point of contact for agent questions, sales support, and operational assistance
• Provide ongoing training coordination and production support to agents
• Maintain accurate CRM documentation and onboarding records
• Communicate across phone, email, text, and social media channels daily
• Collaborate with internal sales and operations teams to ensure smooth agent experiences
• Identify opportunities to help agents grow production and engagement
• Perform additional duties as assigned

Qualifications

• Strong Lead Generation and Sales skills, with experience identifying prospects and converting opportunities into closed business.
• Excellent communication skills, including clear verbal, written, and interpersonal abilities for working with agents, clients, and internal teams.
• Candidates should have training skills, including coaching and mentorship for sales professionals.
• Sales operations skills, including pipeline management, CRM usage, reporting, and process optimization.
• Prior experience in insurance sales, brokerage, or financial services is highly beneficial.
• Knowledge of health insurance, Medicare, life insurance, annuities, or long-term care products is preferred.
• Ability to work on-site in the Dallas–Fort Worth Metroplex and collaborate effectively in a team-oriented environment.
• Relevant professional licensing (such as state health and life insurance licenses) or willingness to obtain required licenses within a defined timeframe.
• Basic proficiency with Microsoft Office Suite (Word, Excel, Outlook)

Benefits

• Base Pay + Performance Incentives
• Monday to Friday
• Paid Time Off
• Generous Holiday Schedule
• Business Casual Office Environment