Sales Assistant

Sales Assistant – Insurance AgencyPosition Summary

We are seeking a highly organized, energetic, and dependable Sales Assistant to support our insurance sales team and help drive overall agency growth.

The Sales Assistant plays an important role in keeping our sales operation organized, efficient, and moving forward. This position supports licensed sales professionals by handling administrative tasks, managing leads and follow-ups, gathering customer information, maintaining accurate records, and helping ensure opportunities do not fall through the cracks.

This is an ideal position for someone who is organized, competitive, comfortable on the phone, detail-oriented, and enjoys working in a fast-paced, performance-driven environment.

Key Responsibilities

• Support licensed sales agents throughout the sales process.
• Make outbound calls to prospects, leads, and existing customers as assigned.
• Contact prospective customers to gather information and determine their insurance needs.
• Schedule appointments and callbacks for licensed sales professionals.
• Maintain and organize the agency's sales pipeline.
• Follow up on leads that have not yet been quoted, contacted, or closed.
• Gather documentation and information necessary to prepare insurance quotes.
• Enter and maintain accurate customer and prospect information in agency systems.
• Assist sales representatives with quote preparation and administrative tasks.
• Track outstanding applications, documents, signatures, payments, and other items needed to complete a sale.
• Help re-engage prospects who previously received a quote but did not purchase.
• Maintain organized follow-up schedules so sales opportunities are consistently worked.
• Assist with referral, cross-sell, and lead-generation initiatives.
• Support agency marketing and prospecting campaigns.
• Help distribute and manage incoming internet leads, referral opportunities, and other lead sources.
• Track daily sales activity and assist management with reporting on calls, quotes, leads, follow-ups, and sales results.
• Communicate professionally and enthusiastically with customers and prospects.
• Work closely with sales agents and management to identify opportunities to improve efficiency and production.

Performance Expectations

Success in this position is measured by both activity and results. The Sales Assistant is expected to maintain a high level of urgency and accountability while helping the sales team maximize its selling time.

Key performance indicators may include:

• Outbound calls and customer contacts
• Speed of response to new leads
• Appointments and callbacks scheduled
• Lead-to-quote opportunities generated
• Follow-up completion rate
• Accuracy of customer and prospect information
• Outstanding-item completion
• Re-engagement of previously quoted prospects
• Contribution to overall agency sales production

Qualifications

• Strong verbal and written communication skills
• Comfortable making a high volume of outbound calls
• Excellent organizational and time-management skills
• Strong attention to detail
• Ability to manage multiple priorities simultaneously
• Positive attitude and willingness to accept coaching
• Self-motivated with a strong sense of urgency
• Comfortable working in a goal-oriented and accountable environment
• Basic computer and data-entry proficiency
• Previous customer service, administrative, call-center, or sales experience preferred
• Insurance experience is helpful but not required

Licensing

An insurance license is not required to begin the position unless specifically required by the responsibilities assigned to the employee.

The Sales Assistant must understand that certain insurance activities may only be performed by properly licensed individuals. The position will work closely with licensed sales professionals and agency leadership to ensure all activities remain within applicable licensing and compliance requirements.

Opportunities to obtain an insurance license and advance into a licensed sales position may be available based on performance and agency needs.

What We're Looking For

The ideal Sales Assistant does not simply wait for tasks to be assigned. We are looking for someone who sees what needs to be done, takes ownership, and helps keep the sales floor moving.

You should enjoy:

• Working toward measurable goals
• Talking with customers and prospects
• Staying organized
• Following a structured sales process
• Being part of a competitive team
• Helping salespeople become more productive
• Receiving feedback and continuously improving

Growth Opportunity

This position provides an opportunity to learn the insurance business, develop professional sales skills, and gain experience working inside a high-performing insurance agency.

Strong performers may have opportunities to advance into positions such as:

Licensed Sales Producer Senior Sales Producer Sales Team Lead Account Manager Agency Leadership

Our Environment

Our agency operates with a strong culture of accountability, consistency, professionalism, and performance.

We believe successful sales organizations are built through disciplined daily activity, strong communication, effective follow-up, continuous coaching, and a commitment to providing customers with an excellent experience.

The Sales Assistant is an important part of that process—helping our licensed sales professionals spend less time on administrative work and more time doing what they do best: building relationships, advising customers, and closing business.

Pay: $13.00 - $15.00 per hour

Expected hours: 32.0 per week

Work Location: In person