Insurance Sales Advisor - Warm Leads

Posted 7 Days Ago
Be an Early Applicant
Dallas, TX, USA
In-Office
48K-75K Annually
Junior
Insurance
The Role
Advise and sell personal insurance (home, auto, umbrella) to warm leads: qualify needs, explain options, quote and close sales, cross-sell, follow up, and maintain CRM while meeting daily activity and performance targets. Participate in onboarding, training, and ongoing coaching.
Summary Generated by Built In

Insurance Sales Advisor – Warm Leads | $75K+ OTE

$75,000+ OTE | $48,000 Base + Uncapped Commission

Warm leads. No cold prospecting. Real sales.

Customers come to us when they're actively shopping for home, auto, umbrella, and other personal insurance coverage. Your job is to understand their needs, guide them through their options, and help them make a confident buying decision.

Insurance experience is not required. Strong sales skills are. We'll teach you the insurance business.

If you're confident on the phone, motivated by income potential, and enjoy helping customers make important decisions, keep reading.

What You'll Do

Customers trust us to help them make smart insurance decisions. You'll be the advisor helping them navigate coverage options and find the right protection for their needs.

What a Typical Day Looks Like

  • Speak with warm leads who are actively shopping for insurance
  • Learn about customers' homes, vehicles, assets, and coverage needs
  • Explain coverage options in a clear, easy-to-understand way
  • Quote and sell home, auto, umbrella, and other personal insurance products
  • Handle questions and objections while guiding customers toward the best solution
  • Cross-sell additional coverages that improve protection and create value
  • Follow up with prospects and keep your pipeline moving
  • Maintain accurate CRM documentation and activity tracking

This is a high-activity inside sales role. Expect steady lead flow, daily activity goals, and measurable performance expectations.

You'll do well here if you:

  • Enjoy talking to people all day
  • Build trust quickly and naturally
  • Like persuading and influencing others
  • Stay energized by goals and competition
  • Take ownership of your results
  • Apply coaching and feedback consistently
  • Want your income to reflect your performance

Common Backgrounds Include

Inside sales • Mortgage lending • Banking • Financial services • Recruiting • Retail sales • Call center sales • Real estate • High-volume customer-facing roles

What Success Looks Like

  • Consistent daily activity
  • Strong follow-up discipline
  • High conversion rates
  • Growth in new business production
  • Effective cross-selling and account rounding
  • Clean pipeline management

Work Environment

  • Full-time, in-office role in Dallas, TX
  • Monday-Friday schedule
  • 5-week structured onboarding and training program
  • Ongoing coaching and development
  • Collaborative, high-performance culture
  • Clear expectations and transparent leadership
  • Established, growing independent agency

About Us

C1 Insurance Group is a growing independent insurance agency specializing in personal insurance solutions including home, auto, umbrella, and specialty coverage. We help clients make informed insurance decisions while providing exceptional service and long-term support.


Requirements
  • 1-3 years of sales or customer-facing experience
  • Strong verbal and written communication skills
  • Comfortable handling objections and asking for the sale
  • Ability to manage multiple client conversations simultaneously
  • Strong follow-up and organizational skills
  • Coachable and receptive to feedback
  • Comfortable working toward goals and performance expectations
  • Ability to work full-time, in-office in Dallas, TX
  • Insurance experience is helpful but not required.

Benefits
  • $48,000 base salary
  • Uncapped commission on new business production
  • Typical earnings of $75,000+ annually
  • Warm leads provided
  • Paid training and onboarding
  • Paid time off and company holidays
  • Medical, dental, and vision insurance
  • 401(k)

Skills Required

  • 1-3 years of sales or customer-facing experience
  • Strong verbal and written communication skills
  • Comfortable handling objections and asking for the sale
  • Ability to manage multiple client conversations simultaneously
  • Strong follow-up and organizational skills
  • Coachable and receptive to feedback
  • Comfortable working toward goals and performance expectations
  • Ability to work full-time, in-office in Dallas, TX
  • Insurance experience is helpful but not required
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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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