Agent Sales II

Job summary:

The Agent Sales II is responsible for developing and maintaining client relationships, identifying insurance solutions, and driving new business growth through consultative sales and service activities. This role partners with individuals, families, and businesses to assess insurance needs, recommend appropriate coverage options, and deliver exceptional customer service throughout the client lifecycle.
The Agent Sales II works with moderate independence, demonstrates strong product knowledge, and consistently meets production, retention, and client satisfaction goals.
Key Responsibilities
• Generate new business opportunities through referrals, prospecting, networking, and lead follow-up.
• Conduct client needs assessments and recommend appropriate insurance products and solutions.
• Educate clients on coverage options, benefits, exclusions, and policy features.
• Prepare and present insurance proposals and quotations.
• Assist clients throughout the application, underwriting, and policy issuance process.
• Maintain ongoing relationships with clients to support retention and cross-selling opportunities.
• Meet or exceed established sales, production, and customer service objectives.
• Ensure compliance with carrier guidelines, state regulations, and company policies.
• Maintain accurate documentation within CRM and sales platforms.
• Collaborate with internal service, underwriting, and operations teams to support client needs.
Qualifications
• High school diploma or equivalent required; bachelor's degree preferred.
• 2+ years of insurance sales, financial services sales, or related experience.
• Active state insurance license(s) or ability to obtain required licensing.
• Proven ability to meet sales and customer service goals.
• Strong communication, relationship-building, and consultative selling skills.
• Proficiency with Microsoft Office and CRM platforms.

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. 

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.