Territory Sales Representative

Job summary

Develop and execute territory sales strategies, prospect for new business, and build relationships with prospective and existing clients while recommending suitable insurance products. Manage the sales process through closing, maintain CRM records and performance reports, support local marketing initiatives, monitor market and regulatory developments, and provide ongoing customer support.

Job details

Territory Sales Officer Job Type: Full-Time Industry: Insurance / Financial Services Work Environment: Field / Outside Sales Schedule: Flexible About the Role We are looking for a motivated and results-driven Territory Sales Officer to expand our market presence and drive business growth across an assigned territory. This role is ideal for a sales professional who enjoys meeting clients, developing strong business relationships, identifying new opportunities, and providing tailored insurance solutions. You will serve as a key point of contact for both prospective and existing customers while contributing directly to sales growth and customer satisfaction. Key Responsibilities - Develop and execute territory sales strategies to achieve revenue and market-share objectives. - Identify and pursue new business opportunities through field visits, face-to-face meetings, networking, telemarketing, referrals, and other prospecting activities. - Build and maintain long-term relationships with prospective and existing clients. - Understand customer needs and recommend appropriate insurance solutions, including health, life, property & casualty, and commercial insurance products. - Present insurance products and explain coverage, benefits, terms, and options clearly to clients. - Negotiate terms and effectively manage the sales process from prospecting through closing. - Maintain accurate records of customer interactions, leads, opportunities, and sales activities using CRM and sales administration tools. - Prepare regular reports on sales performance, customer feedback, market trends, and territory opportunities. - Work closely with marketing and internal teams to support promotional campaigns and local market initiatives. - Monitor industry developments, competitor activity, and relevant insurance regulations to identify opportunities and adapt sales strategies. - Ensure all sales activities are conducted in accordance with applicable insurance regulations, company policies, and compliance requirements. - Provide ongoing customer support and help maintain high levels of customer satisfaction. What We're Looking For - Proven experience in outside sales, field sales, retail sales, insurance sales, or a related sales role. - Demonstrated ability to achieve or exceed sales targets. - Strong communication, presentation, negotiation, and relationship-building skills. - Ability to explain complex insurance concepts in a clear and customer-friendly manner. - Strong customer service and consultative selling abilities. - Analytical mindset with the ability to assess customer needs, market opportunities, and competitive activity. - Self-motivated and comfortable working independently in a field-based sales environment. - Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and CRM platforms. - Knowledge of insurance products such as health, life, property & casualty, commercial insurance, and benefits administration. - Understanding of applicable insurance regulations and compliance requirements; familiarity with HIPAA is a plus. - Experience with telemarketing, lead generation, networking, or community outreach is an advantage. - Multilingual or bilingual communication skills are highly desirable. What We Offer - Flexible work schedule - Paid time off - Opportunity to build and grow a sales territory - Client-facing role with significant opportunities for professional development - Collaborative and fast-paced work environment Why Join? If you are an energetic sales professional who enjoys building relationships, generating new business, and helping customers find the right insurance solutions, this is an opportunity to make a meaningful impact while growing your career. Apply today to become part of a growth-focused sales team.

What you’ll do

Develop and execute territory sales strategies, prospect for new business, and build relationships with prospective and existing clients while recommending suitable insurance products. Manage the sales process through closing, maintain CRM records and performance reports, support local marketing initiatives, monitor market and regulatory developments, and provide ongoing customer support.

Requirements

The role seeks sales experience and a demonstrated ability to meet or exceed targets, along with strong communication, negotiation, presentation, relationship-building, and customer service skills. Candidates should be self-motivated, comfortable working independently in the field, proficient with Microsoft Office and CRM platforms, and knowledgeable about insurance products and compliance requirements; multilingual skills are desirable.

Benefits

• Flexible Work Schedule
• Paid Time Off
• Professional Development Opportunities

Listed skills

• Customer service · Preferred
• Regulatory Compliance · Preferred
• Negotiation · Preferred
• Microsoft Office · Preferred
• Consultative Selling · Preferred
• Relationship Building · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Territory Sales
• Outside Sales
• Lead Generation
• Relationship Building
• Negotiation
• Consultative Selling
• Customer Service
• Insurance Product Knowledge
• Sales Strategy
• Sales Target Achievement
• CRM Platforms
• Microsoft Office
• Market Analysis
• Presentation Skills
• Regulatory Compliance
• Telemarketing

Job areas

• Sales
• Finance & Accounting
• Customer Service & Support
• Marketing