Insurance Inside Sales Advisor

Reposted 11 Days Ago
Be an Early Applicant
Dallas, TX
In-Office
48K-100K Annually
Junior
Insurance
The Role
As an Inside Sales Advisor, you'll connect with warm leads, advising clients on insurance coverage and supporting existing clients with their inquiries and needs. Your role will include managing sales calls, keeping track of client interactions, and achieving personal and team goals.
Summary Generated by Built In

Insurance Inside Sales Advisor

ABOUT US

C1 Insurance is a dynamic and growing independent insurance agency that delivers tailored personal lines (home, auto, umbrella) insurance solutions. Our mission is to put our clients first by providing clear and actionable guidance, along with competitive coverage options that align with their goals and risk profile.

Our company culture emphasizes collaboration, accountability, and professional development. We celebrate achievements, foster high-performance teams, and provide structured training programs designed to cultivate leadership and career growth for every employee.


ABOUT THE ROLE

We are seeking a results-driven Inside Sales Advisor to manage and convert warm, qualified leads and guide clients through the selection, optimization, and renewal of their insurance coverage. This role is ideal for sales professionals who excel at consultative selling, relationship management, and consistently meeting performance objectives.

As a key member of our sales team, you will play an important role in strengthening client relationships and contributing to - and sharing in - our company's growth.

KEY RESPONSIBILITIES
  • Client Advisory: Provide personalized, consultative, expert guidance to clients on insurance solutions that address their needs, objectives, and circumstances.
  • Lead Engagement: Manage and respond to inbound inquiries while proactively conducting multiple outbound communications (calls, emails, texts) daily to drive conversions.
  • Pipeline Management: Maintain and progress a structured pipeline of warm leads, ensuring timely, personalized follow-up and documentation of all client interactions.
  • CRM & Reporting: Accurately record client interactions, decisions, and policy updates in our systems, supporting internal reporting and seamless account management.
  • Performance & Quota Achievement: Consistently meet or exceed individual sales targets by executing a disciplined approach to client engagement and pipeline management.
  • Cross-Selling & Upselling: Identify opportunities to expand coverage and introduce complementary products, enhancing client value and organizational growth.
  • Collaboration & Process Improvement: Partner effectively with colleagues and leadership to optimize workflows, share insights, and maintain a culture of operational excellence.
  • Compliance & Process Adherence: Follow established sales methodologies and company policies while tailoring communications to address unique client needs.

Requirements

WHO WE'RE LOOKING FOR:

  • Minimum of 1–2 years of professional sales experience; prior insurance sales experience preferred.
  • Exceptional interpersonal and communication skills, both written and verbal.
  • Self-motivated, goal-oriented, and capable of managing multiple client interactions concurrently.
  • Professional, adaptable, and responsive to feedback.
  • Align with and live out our company core values: Others-Focused, Grit, Integrity, and Excellence.
  • Comfortable operating in a high-performance, results-driven environment.

Benefits

WHY US?

This is a full-time, in-office position based in Dallas, TX, with working hours from Monday to Friday, 8:30 AM to 5:00 PM. We offer a comprehensive onboarding and training program to ensure every team member feels confident, supported, and fully prepared to succeed in their role.

What We Offer:

  • Base salary: $48,000
  • Competitive, revenue-driven compensation plan with significant earnings potential (top performers exceeding $100,000 annually)
  • Warm leads provided
  • 5-week structured training and onboarding program
  • Paid Time Off (PTO) and company-observed holidays
  • Comprehensive Health, Dental, and Vision Insurance
Am I A Good Fit?
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The Company
HQ: Dallas, TX
27 Employees
Year Founded: 2011

What We Do

C1 stands for “Clients First” which is the primary focus of our business.

Here is a bit more information on who we are.

C1 Insurance Group is a group of Risk Management Advisors with one objective in mind: to put our clients first. Sure, we have a hierarchy, just like any business. But instead of a CEO at the top, we put you (our client) there. We are committed to always making decisions in the best interest of our clients—because we believe that will lead to great long-term partnerships. And that’s what will serve us both best.

Here when you need us

You’ll find that C1 also maintains a sharp focus on providing exceptional customer service. Our business is based on person-to-person contact between our agents and clients. Our clients communicate with a real person they know, not an impersonal, automated system. And you’ll find that our agents are available when you need them, to a degree which is highly unusual these days. We love insurance and understand risk and we want you to call us to find out where are your biggest risks.

Finding the right options

We know that every client has a unique situation and may require very specific insurance solutions. Almost every insurance agent can offer you low prices (as can we). That’s all well and good—but a low price on inadequate coverage is not really such a good deal at all. Our concerns go way beyond price. We position ourselves away from price and value and want our customers to know their assets are protected. That's why we use dozens of carriers—so we can be sure to get you the right coverage at the right price.

Please call 214-420-0888 or email [email protected] to find our if your assets are protected.

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