Licensed Insurance Advisor (Sales & Service)
Location: Boise, ID
Job Type: Full-Time | In Office (Hybrid opportunity after 90 days)
Help people protect what matters most while building a rewarding career.
At Shurtleff Insurance & Financial Services, we believe every customer interaction is an opportunity to make a meaningful difference. We aren't looking for someone who simply answers questions—we're looking for someone who builds relationships, uncovers needs, and helps customers make informed decisions to better protect themselves and their families.
If you're energized by helping people, enjoy meaningful conversations, and are motivated by personal growth and performance, we'd love to meet you.
Our Mission
Our mission is to help people manage the risks of everyday life, recover from the unexpected, and realize their dreams.
Our Core Values
Respect – We treat every customer and teammate with professionalism and care.
Excellence – We pursue continuous improvement and hold ourselves to a high standard.
Dedication – We do what we say we'll do and take ownership of the results.
What You'll Do
- Build trusted relationships with new and existing customers.
- Conduct proactive insurance account reviews to identify gaps in protection.
- Educate customers on Property & Casualty, Life, Health, and Financial Services products.
- Identify opportunities through needs-based conversations—not high-pressure sales.
- Recommend solutions that genuinely improve customers' protection.
- Write new Auto, Home, Renters, Condo, and Business insurance policies.
- Discover opportunities for Life Insurance, Health Insurance, and Investment referrals.
- Work closely with customers to deliver exceptional service while strengthening long-term relationships.
- Continuously expand your product knowledge and become a trusted insurance resource.
What Success Looks Like
Successful team members:
- Conduct consistent account review appointments.
- Confidently identify Life and Health insurance opportunities.
- Help customers understand risks they may not have considered.
- Contribute to the agency's sales goals through needs-based conversations.
- Continue developing into product experts.
- Work independently while contributing positively to a collaborative team culture.
Qualifications
- Property & Casualty Insurance License (required or willing to obtain before employment).
- Life & Health License required within 60 days of hire.
- Two years of professional experience preferred.
- Experience in insurance, banking, financial services, hospitality, customer relationship management, retail sales, or wireless/cellular sales is highly valued.
- Strong communication and relationship-building skills.
- Comfortable initiating conversations and making recommendations.
- Organized, dependable, and accountable.
- Comfortable learning new technology and systems.
Compensation & Benefits
- Base salary starting at $46,000, with typical total compensation of $50,000–$70,000+ based on experience and performance.
- Performance-based incentives.
- Paid licensing and professional development.
- Paid Time Off.
- Monday-Friday schedule (8:15 AM-5:00 PM with one-hour unpaid lunch).
- Hybrid work opportunity available after 90 days (up to two remote days per week based on performance).
- Small, collaborative team where your ideas matter.
- Direct coaching and mentorship from the agency owner.
- Career growth opportunities, including mentorship for future leadership and agency ownership for motivated individuals.
You'll Thrive Here If You...
- Enjoy building long-term relationships.
- Ask thoughtful questions before offering solutions.
- Take ownership and follow through.
- Welcome coaching and continuous improvement.
- Are motivated by goals and personal growth.
- Want to become an expert in your profession.
- Can work independently while supporting a close-knit team.
- Believe great customer service and sales go hand in hand.
This Role Probably Isn't for You If...
- You're looking for a purely administrative customer service position.
- Recommending products that genuinely benefit customers makes you uncomfortable.
- Being told "no" discourages you from continuing the conversation.
- You prefer doing only what's required rather than continually improving.
- You resist coaching or accountability.
- You avoid difficult conversations or opportunities to help customers.
Why Join Our Team?
You'll join a growing, locally owned agency where your work has a direct impact on our customers, your teammates, and the success of the business. We value initiative, integrity, collaboration, and continuous learning. Your ideas will be heard, your growth will be supported, and your success will be recognized.
If you're looking for more than just another insurance job—and you're ready to build a career helping people while growing professionally—we encourage you to apply.
Pay: $50,000.00 - $70,000.00 per year
Benefits:
Work Location: In person
