National Sales Agent, Direct Distribution-Personal Lines
NationwideAbout the role
This is a fully remote role. Selected candidates will complete approximately 10 weeks of comprehensive training to build foundational sales, product, and systems knowledge. Upon completion of training, standard work hours will be Monday–Friday, 10:30 AM – 7:30 PM CT.
This is a base salary, plus uncapped commission role.
P&C License strongly preferred. Successful candidates for this role will possess a strong blend of sales acumen, adaptability, and customer focus, including:
Customer-Centric Mindset: Naturally builds rapport, communicates clearly, and prioritizes delivering value-driven solutions that meet customer needs
Sales Drive & Tenacity: Demonstrates persistence, confidence, and strong closing ability in a fast-paced, high-volume environment
Agility & Change Readiness: Thrives in dynamic environments and quickly adapts to evolving products, systems, and business priorities
Critical Thinking & Problem Solving: Effectively evaluates customer situations, interprets underwriting guidelines, and makes sound, timely decisions
Curiosity & Continuous Learning: Proactively seeks to expand product knowledge, refine sales techniques, and stay current with industry trends
Tech-Enabled Mindset: Comfortable navigating multiple systems and leveraging technology to drive efficiency and enhance the customer experience
Change Agility/Management: Embraces change, supports new initiatives, and remains flexible in response to shifting business needs
Culture & Team Mindset: Contributes positively to team dynamics, collaborates effectively, and supports peer development
Job Description Summary
Whether working to sell new or retain existing business, we are customer-focused, positive, persistent and tenacious. Our products are designed to protect our customers, and we know that insurance coverage has the potential to make their worst day better. If you are technologically savvy, can connect and communicate in a fast-paced environment and adapt easily to changes, we want to know more about you!As a National Sales Agent, you'll sell new property/casualty coverage over the phone with prospective customers in most states. You'll also provide counseling about insurance needs and product availability. This will include providing quotes, determining eligibility and binding coverage after collecting all related underwriting data and information. You'll specialize in personal lines (auto, home, boats, motorcycles, recreational vehicle, umbrellas, flood) business.
Job Description
Key Responsibilities:
Handles incoming calls/emails from prospective personal lines and affinity partnership customers for all property/casualty lines insurance. Performs follow-up work to close the sale.
Writes quality risk policies based on underwriting requirements; makes decisions by interpreting and using appropriate classification systems, rating plans, tiers and selection standards; utilizes training and sales techniques to close the sale.
Answers questions, provides explanations and makes recommendations to applicants regarding appropriate coverage for all personal lines policies, limits, deductibles; considers customer needs as well as company guidelines. Determines and enters rating information into systems; provides quotation and binds coverage within prescribed limits.
Completes necessary applications and forms; issues conditional contact/binder within authority. Follows up for necessary documents and payments to close the sale.
Contributes to the team's current quotas/goals by meeting individual quotas/goals, as well as unit/team goals.
Maintains current understanding and proficiency in sales techniques and product offerings, keeps up-to -with market conditions and competitors, and system improvements. Cross-trains on other products and lines of business.
Serves as subject matter authority, providing coa
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