Wizehire · 2 days ago
Insurance Sales Representative
Wizehire is seeking an experienced insurance agent to help take their business to the next level. The role involves developing and maintaining customer portfolios while promoting various insurance contracts and ensuring client satisfaction.
Human ResourcesInternetRecruiting
Responsibilities
Create tailored risk management strategies directly with clients that align with their risk profiles
Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty
Spend time listening to new and potential clients, assess their priorities and finances, and determine suitable insurance plan options that successfully meet their individual insurance needs
Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers’ satisfaction
Ensure bookkeeping systems, sales databases, and customer records are maintained to report progress toward monthly initiatives to stakeholders
Qualification
Required
Insurance license required
Demonstrated comprehension of the insurance industry, insurance products, risk management profiles, and associated state and federal regulations
Excellent communication, customer service, analytical, and interpersonal skills are necessary
Some computer skills with ability to use Microsoft Office is required
Maintain or actively in process of holding a Life/Health insurance license
Preferred
Experience with accounting and or sales lead software is a plus
Benefits
Comprehensive health insurance — includes medical, vision, and dental coverage
Group life and disability insurance for added financial security
401(k) and Roth 401(k) retirement savings options
Defined-benefit pension plan to support your long-term retirement goals
Company
Wizehire
WizeHire, the most user-friendly, effective hiring solution for small businesses.
Funding
Current Stage
Growth StageTotal Funding
$37.5MKey Investors
Tiger Global Management
2022-05-10Series B· $30M
2021-02-09Series A· $7.5M
Recent News
Small Business Trends
2025-06-09
Small Business Trends
2025-06-07
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