Sales Agent
Branch Financial, LLCBundled Home company
Columbus, United StatesMid
Gaingels
Greycroft
Weatherford Capital
Acrew
American Family Ventures
Anthemis
Sales & Account Management
About the role
TL;DR
Help people secure insurance for their homes, cars, and families.
- •Our Sales team fuels Branch’s growth by helping people confidently secure the right protection for their homes, cars, and families.
- •Sales Agents connect directly with prospective members over the phone, listening to their needs, navigating multi-carrier options, and guiding them toward coverage that’s both accurate and affordable.
- •Key Responsibilities Drive impactful conversations through inbound and outbound calls, creating a seamless and delightful experience.
- •Deliver fast, accurate multi-carrier quotes grounded in strong underwriting judgment.
- •Move confidently through multiple systems (rater/carrier platforms) with speed, accuracy, and efficiency.
- •Manage your pipeline with proactive follow-up and a strong focus on conversion.
- •Guide members through coverage choices so they feel informed, protected, and confident.
- •Requirements An active Property & Casualty license 2–4 years of experience in multi-carrier home and auto insurance sales Strong understanding of underwriting, risk appetite, and coverage structures.
- •Prior agency experience strongly preferred, especially with multi-carrier quoting.
- •Tech-forward and adaptable, comfortable navigating multiple systems and digital workflows (rater/carrier platforms)
Required skills
SalesBusiness DevelopmentB2B SalesNegotiationSolution SellingChannel SalesCustomer Service
Nice-to-have skills
Account ManagementRevenue OperationsSalesforceLead GenerationMarket AnalysisCustomer DiscoveryProduct AnalyticsCompetitive AnalysisGrowth StrategyMonetization Strategy
Domain expertise
insurtech
Benefits & perks
Above-market salary, Pay equity and transparency, Remote-first (with perks), Flexible YouTime, Employee stock options, Medical, vision, dental, 401k and contribution matching
