Insurance Sales Job Description Template

The Insurance Sales job description template outlines the primary duties and responsibilities of an insurance sales representative. This template can be customized to fit the specific needs and requirements of a company looking to hire an insurance salesperson. The role of an insurance sales representative typically involves selling various insurance products and services to customers, identifying and pursuing new leads, building and maintaining relationships with existing clients, and providing exceptional customer service. This template provides a clear and concise overview of the qualifications and skills necessary for success in this role.

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Job Description

We are seeking an experienced and motivated insurance sales representative to join our team. In this role, you will be responsible for selling insurance policies to clients, advising them on which policies best meet their needs, and ensuring their satisfaction with our services.


  • Develop and maintain a portfolio of clients through cold-calling, referrals, and networking;
  • Meet with clients to determine their insurance needs and recommend policies that meet those needs;
  • Explain policy details, terms, and conditions to clients and answer any questions they may have;
  • Follow up with clients on a regular basis to ensure their satisfaction with our services;
  • Maintain accurate records of all sales and prospecting activities;
  • Stay up-to-date with industry trends, regulations, and new products;
  • Collaborate with other members of the team to achieve sales targets.
  • Requirements:

  • Proven track record in sales, preferably in insurance;
  • Excellent communication and interpersonal skills;
  • Ability to build and maintain strong client relationships;
  • Strong negotiation and persuasion skills;
  • Ability to work independently and as part of a team;
  • Attention to detail and strong organizational skills;
  • Proficiency in Microsoft Office and CRM software;
  • Valid insurance license.
  • If you are passionate about sales and want to make a difference in people's lives, we encourage you to apply for this exciting opportunity.


    Are you looking for a talented insurance sales professional to join your team? Well, there’s no time to waste. You need to create an attractive job posting and get it out there so the most qualified candidates can apply. In this guide, we’ll show you how to create an effective insurance sales job posting that will entice top-notch candidates.

    Step 1: Write a Detailed Job Description

    The first step in creating a great job posting is to write a detailed job description that outlines the skills and experience you’re looking for, as well as the duties and responsibilities of the job. Here are some things to consider:

    • What specific skills are required for the job?
    • What experience level do you prefer?
    • What are the day-to-day responsibilities of the job?
    • What qualifications are required (i.e., education, licenses, certifications)?

    Step 2: Highlight Your Company’s Culture and Benefits

    Gone are the days when salary was the only thing that mattered to job seekers. Today’s candidates are interested in a variety of benefits and perks that go beyond just the paycheck. Therefore, highlight your company culture, benefits, and perks in the job posting. Here are some ideas:

    • Mention any unique office perks (i.e., game rooms, free lunches, on-site daycare).
    • Describe your company culture in a way that will appeal to job seekers.
    • Explain any benefits you offer (i.e., health insurance, 401k matching).
    • Be sure to include any company events (i.e., happy hours, team building events).

    Step 3: Make Sure Your Job Title is Clear and Concise

    When it comes to job titles, simpler is better. Make sure your job title is clear and concise so candidates know exactly what they’re applying for. Some examples of clear and concise job titles could be:

    • Insurance Sales Representative
    • Insurance Sales Agent
    • Insurance Advisor

    Step 4: Use Strong and Engaging Language

    Your job posting should have an energetic and engaging tone that will draw in job seekers. Use strong language to create a sense of urgency and excitement around the job. Here are a few tips:

    • Use action verbs to describe the job (i.e., “Sell insurance to clients…”).
    • Explain how the job is rewarding and why it’s meaningful for your company.
    • Be persuasive and use compelling language to encourage job seekers to apply.

    Step 5: Be Clear About the Application Process

    Lastly, make sure you’re clear about the application process so job seekers know what to expect. Include details such as:

    • How to apply (i.e., through a website, email, or in-person).
    • What materials are required (i.e., resume, cover letter, salary requirements).
    • When applicants can expect to hear back from you.


    Creating an effective insurance sales job posting is vital to attracting top-tier talent. By following these steps, you can create a job posting that stands out and encourages job seekers to apply. So what are you waiting for? Get your job posting out there and start interviewing the best candidates for your insurance sales team.

    What should be included in an Insurance Sales job posting?

    An effective Insurance Sales job posting should include the following:

    • A clear and concise job title
    • A brief overview of the company
    • A detailed description of the job duties and responsibilities
    • The qualifications and skills required for the position
    • Salary and benefits information
    • Instructions for applying to the position

    What skills and qualifications should I look for in potential Insurance Sales candidates?

    When creating an Insurance Sales job posting, consider specifying the following:

    • Excellent communication skills and the ability to build and maintain relationships with clients
    • A proven track record of achieving sales goals
    • Knowledge of insurance policies and regulations
    • Experience in customer service and problem-solving
    • A degree or relevant certification in business, finance, or insurance
    • Comfort with technology for customer service, sales or client management

    What are important things to consider in writing an effective job description?

    Here are a few tips to keep in mind as you develop your job description:

    • Use clear, simple language to explain the job duties and responsibilities
    • Emphasize the most important qualifications and skills in bullet points or short paragraphs
    • Be realistic about the expectations for the job
    • Include details about the company and its culture to attract candidates who are a good fit
    • Avoid making the description too lengthy or overly complicated
    • Focus on presenting the advantages of the position

    How can I attract top candidates to my Insurance Sales job posting?

    In order to attract top candidates for your Insurance Sales position, consider the following:

    • Using an attention-grabbing job title that reflects the role's importance while appealing to the candidate's aspirational goals
    • Showcasing the company's culture and values in the job description
    • Being transparent about the job requirements and what's expected from potential hires
    • Describing the company's benefits or perks in the job description
    • Using social media platforms to advertise the position
    • Working with professional recruitment firms to assist in finding suitable candidates

    What should I include in the application instructions?

    The application instruction should include:

    • Instructions for how to submit the application
    • The deadline for submission of the application
    • A list of required materials or documents, such as resume or cover letter
    • Special instructions, i.e. for veterans or other applicants who may need assistance
    • Contact information for follow-up or any questions concerning the posting
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