Insurance Sales Manager Job Description Template

This job description template outlines the key responsibilities, skills and qualifications required for an Insurance Sales Manager role. The Insurance Sales Manager is primarily responsible for leading a team of sales professionals to meet and exceed their sales targets. The ideal candidate should have excellent leadership skills, strong knowledge of the insurance industry, and the ability to motivate and develop a successful sales team.

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Job Description

Job Summary:

The Insurance Sales Manager is responsible for leading and directing an insurance sales team to achieve sales targets and goals. They will develop and implement strategies that increase customer retention and drive new business growth.


  • Lead, coach, and mentor a team of insurance sales agents
  • Develop and implement sales strategies and tactics to achieve sales targets and goals
  • Recruit, interview, and train new sales agents
  • Provide ongoing sales training and development to the sales team
  • Monitor sales metrics to evaluate team and individual performance
  • Create and maintain relationships with key customers and stakeholders
  • Ensure compliance with industry regulations and company policies
  • Collaborate with other departments to drive business growth and improve customer experience


  • Bachelor's degree in business, marketing, or related field
  • 5+ years of experience in insurance sales and sales management
  • Proven track record of meeting and exceeding sales targets
  • Excellent leadership, communication, and interpersonal skills
  • Strong analytical and problem-solving abilities
  • Knowledge of industry regulations and compliance requirements

How to create Insurance Sales Manager job posting

Creating a job posting is an essential step in finding a qualified Insurance Sales Manager for your organization. A well-written job posting can help attract the right candidates, streamline the hiring process, and save time and money in the long run. Here are some tips on how to create an effective Insurance Sales Manager job posting that will generate interest from potential candidates.

Step 1: Define the Job Description

The first step to creating a job posting is to draft a clear and concise job description. This should include the duties and responsibilities of the Insurance Sales Manager position. The job description should also specify the necessary qualifications, such as education and experience, required for the role.

  • Use bullet points to list the primary job responsibilities
  • Specify any required certifications or licenses
  • Clearly state the qualifications desired for the position
  • Step 2: Define the Company Overview

    Provide a brief overview of your company and its mission. This will help potential candidates understand the values and culture of the organization.

  • List the history and reputation of the company
  • Highlight any awards or accomplishments
  • Outline the company's goals
  • Step 3: Define the Role and Responsibilities

    Provide a detailed description of the role and responsibilities of the Insurance Sales Manager, including the types of insurance products that the manager will be responsible for selling. This will help potential candidates understand the day-to-day requirements of the position.

  • List specific duties and responsibilities of the role
  • Specify the type of insurance products that the manager will be required to sell
  • Highlight any unique responsibilities or skills required for the position
  • Step 4: Define the Compensation and Benefits Package

    Specify the salary range and the benefits package that will be offered to the successful candidate. This will help attract highly qualified and motivated candidates who are looking for a competitive compensation package.

  • List the salary range offered
  • Highlight any bonuses or commission that the candidate can expect
  • Outline the benefits package, including health insurance, 401(k) plan, and vacation policy
  • Step 5: Provide Instructions for Applying

    Provide clear instructions on how to apply for the position, including where to submit resumes, when the deadline for applications is, and who to contact for additional information. This will help streamline the application process and ensure that all applicants have a clear understanding of the next steps in the hiring process.

  • Specify how to submit resumes
  • Highlight any required documents that should be submitted
  • List the deadline for submitting applications
  • By following these steps, you can create an effective and appealing Insurance Sales Manager job posting that highlights the benefits of working for your company and attracts highly qualified candidates.

    Frequently Asked Questions on Creating Insurance Sales Manager Job Posting

    What is an Insurance Sales Manager?

    An insurance sales manager is responsible for leading a team of insurance sales agents, setting sales goals, and ensuring those goals are met. They are also responsible for recruiting, training, and retaining sales staff, and promoting insurance products and services in their area.

    What Should be Included in an Insurance Sales Manager Job Posting?

  • A clear job title
  • A concise job summary that highlights the role's responsibilities and objectives
  • Required qualifications, experience and education
  • Key competencies and skills required for the role
  • A description of the responsibilities and duties of the role
  • Salary and benefits
  • Company culture and work environment
  • How Should the Job Posting be Structured?

    A job posting should be structured in a clear and easy-to-read format. Start with a job title and a summary of the role, followed by the requirements and expectations for the position. Ensure the qualifications, experience, and education required are clearly stated, and organize the responsibilities and duties in a logical format. Make sure to include information about salary and benefits, as well as the company culture and work environment.

    What Skills and Qualifications Should an Insurance Sales Manager have?

    The ideal candidate for the position of an insurance sales manager should have a bachelor's degree in a related field, such as finance or business. They should have several years of experience working in sales and have demonstrated experience in managing a sales team. They should also be familiar with the insurance industry and have excellent communication, leadership, and organizational skills.

    How Can I Make my Insurance Sales Manager Job Posting Stand Out?

  • Focus on the company culture and work environment
  • Include details about professional development opportunities
  • Mention competitive salary and benefits
  • Use an attention-grabbing headline
  • Highlight the unique aspects of the position
  • What Mistakes Should I Avoid in my Insurance Sales Manager Job Posting?

  • Being too vague about the role's responsibilities and qualifications
  • Using too much jargon or technical language
  • Expecting more than what the salary and benefits offered
  • Not including the details about the company culture and work environment
  • Not proofreading the job posting for grammatical errors and typos
  • Conclusion

    An Insurance Sales Manager plays a critical role in driving sales growth and promoting insurance products and services. By following best practices for creating a job posting, you can attract the best candidates for the job, ensure they understand the requirements and responsibilities of the role, and inspire them to apply. Remember to focus on what makes the position unique and communicate the value your company provides to attract top talent.

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