Role Summary

We are looking for two proactive, bilingual Sales Agents to join a growing, New Jersey-based insurance agency. As the agency transitions from an owner-operated model to a structured team, these roles are critical in streamlining operations and ensuring high-quality service for a diverse client base (60% Hispanic / 40% English-speaking).

Training will be provided for Auto and Home insurance products.

---

Employment Type: Full-Time (40 hours per week)

Standard Hours: Monday – Friday, 9:00 AM – 6:00 PM Eastern Time Zone.

Weekend Requirement: Rotating Saturdays, 10:00 AM – 5:00 PM.

• Note: This role requires availability to work alternating Saturdays (every other weekend). When a Saturday shift is scheduled, you will receive a day off during the week or adjusted weekday hours to maintain a 40-hour workweek.

---

 

Key Responsibilities

Sales Consultation & Proposal

• Verify information received from the data entry team to ensure accuracy before contacting the client.
• Compare and explain the best insurance options to the client based on their specific needs.
• Send the proposal to the customer in a timely manner.
• Explain the coverage details clearly to the customer, ensuring they understand their policy benefits.
• Follow up consistently on proposals that have been sent to potential clients.

Closing & Payments

• Close the sale effectively and professionally.
• Charge agency fees as applicable to the policy.
• Take the payment from the client for the down payment.
• Set up the account for automatic payments to ensure policy continuity.

Administrative & Reporting

• Record the policy on the EzLynx platform.
• Upload the signed contract to the system.
• Send a daily report of sales to management at the end of the day.

---

 

Requirements & Qualifications

Essential

• Experience: Minimum 2-3 years of sales experience is required. Ideally in the insurance industry.
• Language Skills: Must be Bilingual (English and Spanish) with strong proficiency in written, spoken, and conversational communication in both languages.
• Communication: Strong communication and interpersonal skills; ability to explain complex concepts (like insurance coverage) simply.

Additional Skills (Recommended)

• Tech Savviness: Comfortable using computer systems and CRM software. Familiarity with EzLynx is a plus, but not required (training provided).
• Detail-Oriented: High attention to detail when verifying data, recording policies, and processing payments.
• Organization: Ability to manage follow-ups, daily reporting, and contract uploads efficiently.
• Coachability: Willingness to learn and participate in the provided training for Auto and Home insurance products.

---

What We Provide

• Comprehensive training for Auto and Home insurance products.

Independent Contractor Perks

• HMO coverage for eligible locations
• Permanent work from home
• Immediate hiring
• Steady freelance job