The In-Home Sales Representative is responsible for meeting with clients in their homes to provide financial protection and insurance solutions tailored to their needs. This role focuses on building long-term client relationships, generating new business opportunities, and helping families with life insurance, retirement planning, and financial security products.
The ideal candidate is self-motivated, customer-focused, and comfortable working independently while achieving sales goals.
- Conduct in-home appointments with prospective and existing clients
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Analyze customer financial needs and recommend appropriate insurance products
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Educate clients on life insurance, health insurance, retirement, and financial planning options
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Generate leads through referrals, networking, and company-provided opportunities
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Maintain strong relationships with policyholders through regular follow-ups
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Complete applications, policy paperwork, and documentation accurately
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Meet weekly and annual sales performance goals
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Participate in ongoing training, licensing, and professional development programs
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Maintain compliance with company and state insurance regulations
- High school diploma or equivalent required
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Previous sales or customer service experience preferred
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Strong communication and interpersonal skills
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Ability to work flexible hours, including evenings and weekends
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Self-driven with strong organizational skills
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Valid driver's license and reliable transportation
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State Life & Health Insurance License required or willingness to obtain licensing
- In-home sales experience
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Financial services or insurance background
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Relationship-building and consultative selling skills
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Ability to work independently and manage time effectively
- Commission-based income with bonus opportunities
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Flexible schedule
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Training and mentorship programs
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Career advancement opportunities
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Access to financial and insurance product portfolio
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Potential renewal income opportunities
- Field-based / in-home client meetings
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Some remote administrative work possible
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Independent contractor or employee structure may vary by office
