Agency Sales Representative

About the Role

The Agency Sales Representative is a full-time remote role focused on developing and growing Colonial Life’s workplace benefits business.

Key Responsibilities

• Prospecting and building relationships with employers.
• Presenting benefit solutions.
• Supporting enrollment activities for employees.
• Conducting virtual and in-person client meetings (where applicable).
• Delivering product presentations.
• Collaborating with agency leaders and enrollment teams to implement benefit programs.
• Maintaining a sales pipeline.
• Meeting activity and production goals.
• Tracking results using CRM tools.
• Providing ongoing service to existing accounts.
• Representing Colonial Life professionally.
• Following regulatory and compliance guidelines.
• Contributing to agency growth through consistent sales and client support.

Requirements & Tech Stack

• CRM systems.
• Virtual meeting platforms.
• Digital enrollment tools.

Qualifications

• Strong sales, negotiation, and presentation abilities, with a focus on consultative selling and building long-term client relationships.
• Effective communication and interpersonal skills, including the capacity to explain insurance products clearly to diverse audiences.
• Solid organizational and time-management skills, with the ability to manage a remote workload, prioritize opportunities, and meet performance targets.
• Comfort with technology.
• Ability to work independently in a remote environment while collaborating with agency teams and company partners.
• Prior experience in insurance, employee benefits, or B2B sales is preferred but not required.
• Relevant state insurance license (or willingness to obtain one within required timelines).
• High school diploma required.
• Bachelor’s degree in business, marketing, communications, or a related field is a plus.