Insurance Sales Representative
Boost your chances before you apply.
SalesDraft Recruiting
Billings, MT, US
Summary
The Insurance Sales Representative will connect with prospective clients to conduct needs assessments and present suitable insurance products. They are responsible for managing the entire sales process from initial contact through enrollment and maintaining consistent follow-up.
Job Description
Insurance Sales Representative
World Financial Group (WFG)
Remote | Flexible Schedule | Commission-Based Opportunity
About the Role
World Financial Group is seeking motivated individuals to join our team as Insurance Sales Representatives. This is a remote opportunity for individuals who enjoy building relationships, helping others, and developing valuable sales and communication skills.
As an Insurance Sales Representative, you will work with prospective clients to understand their needs, educate them on insurance products and services, and guide them through the sales process.
No prior financial services experience is required. Training and mentorship are provided for the right candidates.
What You'll Do
- Connect with prospective clients through phone calls and virtual meetings.
- Build relationships and provide excellent customer service.
- Conduct needs assessments to understand client goals.
- Present insurance products and solutions that fit client needs.
- Manage the sales process from initial contact through enrollment.
- Maintain consistent follow-up with clients and prospects.
- Track appointments and client interactions using CRM tools.
- Participate in ongoing training and professional development programs.
What We're Looking For
- Strong communication and interpersonal skills.
- Self-motivated and goal-oriented individuals.
- Comfortable speaking with clients over the phone and through virtual meetings.
- Professional and positive attitude.
- Strong organizational and time-management skills.
- Coachable and willing to learn.
- Ability to work independently in a remote environment.
Preferred Backgrounds
Experience in any of the following areas is helpful but not required:
- Sales
- Customer Service
- Insurance
- Financial Services
- Business Development
- Retail Sales
- Real Estate
- Hospitality
- Leadership or Team Management
Compensation
This is a commission-based opportunity with income based on performance.
Top performers commonly earn between $35,000 and $100,000+ annually.
Why Join World Financial Group?
- Flexible remote work opportunity.
- Training and mentorship programs.
- Professional development opportunities.
- Supportive team environment.
- Opportunity to develop valuable sales and communication skills.
- Career growth opportunities.
Work Arrangement
- Remote position.
- Flexible schedule.
About World Financial Group
World Financial Group is dedicated to helping individuals and families access insurance and financial solutions that support their long-term goals. We are committed to providing professional development opportunities and creating a supportive environment where team members can grow and succeed.
Apply today to learn more about joining the World Financial Group team.
At SalesDraft, we believe that recruiting should be automatic, scalable, and impactful, enabling companies to grow their sales teams effortlessly. Our mission is to transform direct sales recruiting into a seamless, automatic process that delivers unmatched efficiency and results.
With SalesDraft, candidates move smoothly through your pipeline, guided by automatic, text-driven communication at every step. SalesDraft never sleeps, forgets to follow up, or misses an opportunity to engage. From scheduling interviews to confirming attendance, every candidate action is tracked in real-time, ensuring nothing falls through the cracks. Missed a meeting or skipped a step? SalesDraft automatically follows up to keep the process moving without manual intervention.
SalesDraft does more than manage candidates—it helps you grow your applicant pool. By providing robust data tracking, we identify which job titles, descriptions, and posting locations are most effective, allowing you to fine-tune your strategy and attract a higher volume of quality candidates.
SalesDraft delivers repeatable, sustainable, and predictable results while saving your sales managers countless hours and reducing overhead. With unlimited scalability and a focus on growing sales teams efficiently, SalesDraft ensures your recruiting process is built to scale—automatic
Founded
2023
Company size
11-50 employees
Industry
Software Development
Org type
Privately Held
Headquarters
Lehi, Utah
At SalesDraft, we believe that recruiting should be automatic, scalable, and impactful, enabling companies to grow their sales teams effortlessly. Our mission is to transform direct sales recruiting into a seamless, automatic process that delivers unmatched efficiency and results.
With SalesDraft, candidates move smoothly through your pipeline, guided by automatic, text-driven communication at every step. SalesDraft never sleeps, forgets to follow up, or misses an opportunity to engage. From scheduling interviews to confirming attendance, every candidate action is tracked in real-time, ensuring nothing falls through the cracks. Missed a meeting or skipped a step? SalesDraft automatically follows up to keep the process moving without manual intervention.
SalesDraft does more than manage candidates—it helps you grow your applicant pool. By providing robust data tracking, we identify which job titles, descriptions, and posting locations are most effective, allowing you to fine-tune your strategy and attract a higher volume of quality candidates.
SalesDraft delivers repeatable, sustainable, and predictable results while saving your sales managers countless hours and reducing overhead. With unlimited scalability and a focus on growing sales teams efficiently, SalesDraft ensures your recruiting process is built to scale—automatic
Founded
2023
Company size
11-50 employees
Industry
Software Development
Org type
Privately Held
Headquarters
Lehi, Utah
