We're Hiring!

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Job Title: Sales & Client Service Representative

Location: Catonsville, MD

Employment Type: Full-Time

Position Overview

We are seeking a motivated, relationship-driven Sales & Client Service Representative who is passionate about helping people and thrives in a fast-paced environment. This role blends outbound sales, consultative conversations, and service support, ensuring our clients always feel valued, understood, and protected.

You will work closely with the Agent to generate new business, nurture existing relationships, and assist with client servicing needs that help support long-term retention and satisfaction.

Key Responsibilities

Sales & Business Growth (Primary)

• Proactively follow up on warm leads, referrals, and marketing-generated prospects.
• Conduct needs-based conversations to identify opportunities in auto, home, life, business, and financial services.
• Present coverage options in clear, confident, and client-friendly language.
• Build and maintain a strong sales pipeline with consistent outreach and follow-up.
• Meet or exceed monthly production goals with professionalism and integrity.

Client Service & Relationship Support (Secondary)

• Handle service-related inquiries, billing questions, policy changes, and documentation requests.
• Support clients through life events by reviewing coverage and identifying gaps.
• Assist the Agent with renewal reviews and retention-focused initiatives.
• Maintain accurate records within our CRM and agency management systems.
• Provide a welcoming, solutions-focused experience for every client interaction.

What We’re Looking For

We need someone who is:

✔ Driven by sales but grounded in service

Understands the importance of protecting families—not just closing deals.

✔ A natural communicator

Comfortable talking to new people, active on the phone, and confident in explaining products.

✔ Detail-oriented & dependable

Able to manage multiple clients, follow processes, and stay organized.

✔ Team-focused with strong integrity

You do what you say you’ll do, and you bring a positive energy to the office.

✔ Motivated by growth

Open to coaching, goal-oriented, and excited about career advancement in the financial services and insurance industry.

Qualifications

• Prior sales experience preferred (insurance, retail, banking, or customer service background welcomed).
• Property & Casualty license required or obtained within 60 days.
• Life & Health license preferred or willingness to obtain.
• Strong phone communication skills, follow-through, and time management.
• Comfortable using CRM software, email, and modern office technology.

Compensation & Benefits

• Competitive base pay + performance-based commissions and bonuses
• Licensing support
• Career advancement opportunities
• Paid training and mentorship
• Positive, mission-driven team environment