Insurance Sales Representative Job Description Template

Looking for a challenging and rewarding career in the insurance industry? Consider becoming an Insurance Sales Representative. In this role, you will be responsible for selling insurance policies to customers, as well as building relationships and providing excellent customer service. The ideal candidate is a skilled communicator and has a passion for helping others protect themselves and their assets. Read on for our Insurance Sales Representative job description template.

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Job Description

We are looking for a motivated and dynamic Insurance Sales Representative to join our team. The main responsibility of this position is to sell insurance policies to new and existing clients. The ideal candidate should have excellent communication and interpersonal skills, as well as a strong sales background.


  • Contact potential clients to discuss insurance policies
  • Educate clients on available insurance options
  • Customize insurance policies to suit individual client needs
  • Maintain client relationships and provide exceptional customer service
  • Meet and exceed monthly sales targets
  • Update client records in the company database
  • Communicate with underwriters to negotiate and secure policy terms
  • Keep up-to-date with industry trends and changes


  • Proven work experience as an Insurance Sales Representative
  • Excellent communication and interpersonal skills
  • Strong sales skills and ability to meet targets
  • Knowledge of insurance products and services offered by various insurance companies
  • Ability to work independently and as part of a team
  • Good time-management skills
  • Proficiency in Microsoft Office and other relevant software
  • Bachelor's degree in business, marketing or related field preferred
  • Valid insurance agent license


Creating a job posting for an Insurance Sales Representative can be difficult, but with the right approach and tips, it can become an easier process. A good job posting is the key to attracting top-quality candidates and hiring the right person to fit your company's needs.

Job Title and Description

Start by crafting a clear and descriptive job title. The title should accurately reflect the role and responsibilities of the job but avoid using overly specific or technical terms that could deter potential candidates. Your job description should clearly outline the role, duties, and responsibilities of an Insurance Sales Representative. List specific tasks the representative will perform, such as provide insurance coverage options to clients, review their policies, and explain coverage.

Make sure to include the work environment and schedule as well. Explain whether this role is for a full-time or a part-time employee, and whether those hours are fixed or flexible. Mention any special working conditions, such as travel or displaying insurance options at a retail location.

Required Qualifications

List the job qualifications that candidates must have to be considered for the job. Start with education and experience required for the role, such as a high school diploma or equivalent, and 1-3 years of sales experience.

Next, list the skills that a successful candidate should possess, such as communication skills, customer service skills, and sales skills. In addition to these skills, mention any specific requirements or skills that are necessary for the role, such as a valid driver's license, or knowledge of specific insurance products.


State the compensation package for the position. This should include information about the base salary and any commissions or bonuses that are available for meeting or exceeding sales goals. Not all companies offer the same benefits so include whether the employee will receive health, dental or vision benefits, 401(k)/retirement savings plan, or paid vacation time.

How to Apply

Explain the application guidelines. List the job application instructions, including how to apply and where applications should be submitted. Provide contact information and state what documents are required, such as a resume or cover letter. Be clear about how long the position will be open for applications, and when the employer will review applications and contact potential candidates.


Writing a good job posting isn't always easy, but by including clear job titles and descriptions, required qualifications, compensation packages, and application guidelines, you will be able to attract more qualified candidates, and make the selection process more efficient.

What should be included in an Insurance Sales Representative job posting?

An effective job posting for an Insurance Sales Representative should include a clear job title, a brief summary of the job description, required qualifications, job duties and responsibilities, salary range or benefits, and application instructions. Additionally, employers may detail any expectations for sales goals, certifications, or experience in the industry.

How do I attract the right candidates for my Insurance Sales Representative job?

Attracting qualified Insurance Sales Representative candidates starts with crafting a job posting that clearly outlines the job duties and expectations. It's important to highlight the benefits of working for your company, including compensation and potential for advancement. Additionally, using industry specific terms and a professional tone can help attract candidates who are familiar with the industry and value professionalism.

What are some key skills required for an Insurance Sales Representative?

  • Strong communication skills, both written and verbal
  • Ability to build rapport with potential customers
  • Sound judgment and decision-making abilities
  • Excellent time management skills and ability to prioritize tasks effectively
  • Attention to detail and accuracy when entering data
  • Do I need a degree to work as an Insurance Sales Representative?

    No, a degree is not required to work as an Insurance Sales Representative. However, employers may prefer candidates with a bachelor's degree in business, marketing or a related field. Alternatively, candidates without a degree may prove their competence through previous sales experience or completion of insurance certification courses.

    How can I make my Insurance Sales Representative job posting stand out?

  • Use concise language and bullet points to make the job description easy to read
  • Highlight unique selling points about your company or the position
  • Incorporate eye-catching graphic design elements to the posting
  • Craft a compelling headline to grab attention and encourage clicks
  • Showcase your company culture or values to appeal to candidates who are looking for a workplace that aligns with their personal values.
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