Sales Agent

Chatham, NY

We are seeking a highly motivated and results-oriented individual to join our team as an Insurance Salesperson. The ideal candidate is someone who possesses a strong drive to succeed, an unwavering positive attitude, and a passion for providing exceptional customer service. As an Insurance Salesperson, you will be responsible for promoting and selling insurance products to prospective clients, establishing and maintaining relationships, and achieving sales targets.

Driven Insurance Salesperson with a Winning Attitude

Apply Now!



  • $50,000 - $350,000
  • Health Insurance
    • 100% paid by Metzwood Insurance
  • Life Insurance
    • Lessor of Annual Compensation or $50,000
  • Long-Term Disability
    • 60% of Salary to Age 65
  • Paid Time Off
    • 5 weeks Combined Paid Time Off and Sick Leave
    • 10+ Holidays, including your birthday.
    • Any unused Time Off is Paid For and/or Rollover up to 1 week.
    • Paid Volunteer Time
  • 401(k) Contribution of 5% of annual salary


  1. Sales Generation: Actively prospect and generate leads through various channels, including cold calling, networking, referrals, and online platforms, to identify potential clients and convert them into sales opportunities.
  2. Consultative Selling: Understand clients' insurance needs and provide expert guidance on suitable coverage options, policies, and packages tailored to their requirements, ensuring comprehensive risk protection.
  3. Relationship Building: Cultivate strong, long-term relationships with clients by delivering exceptional customer service, promptly addressing inquiries, resolving issues, and providing post-sales support to maintain customer satisfaction and loyalty.
  4. Product Knowledge: Stay updated on industry trends, insurance products, policy terms, coverage options, and regulatory requirements to effectively educate clients and recommend appropriate solutions.
  5. Sales Targets: Set ambitious sales goals and work proactively to achieve or exceed them, consistently monitoring performance metrics, such as sales revenue, conversion rates, and policy renewals.
  6. Market Research: Conduct market research and competitor analysis to identify potential target segments, develop effective sales strategies, and identify new business opportunities.
  7. Administrative Tasks: Accurately maintain client records, policy documentation, and sales reports, utilizing CRM systems and other tools to ensure proper documentation and efficient follow-up.
  8. Collaboration: Collaborate closely with cross-functional teams, including underwriters, claims processors, and customer support, to provide seamless customer experiences and expedite policy issuance and claims processes.
  9. Professional Development: Continuously enhance product knowledge, sales techniques, and industry expertise through training programs, workshops, and self-study to stay ahead in a competitive marketplace.


  • High school diploma or equivalent (Bachelor's degree in business, finance, or related field preferred).
  • Proven track record of achieving and exceeding sales targets in a competitive environment.
  • Excellent communication and interpersonal skills to build rapport, establish trust, and negotiate effectively with clients.
  • Strong analytical and problem-solving abilities to understand clients' needs and recommend suitable insurance solutions.
  • Ability to work independently with a high degree of self-motivation, as well as thrive in a collaborative team environment.
  • Proficiency in using CRM software and other sales tools to manage leads, track progress, and generate reports.
  • Prior experience in the insurance industry, particularly in sales or customer service, is a plus.

What's Next

If you're interested in joining the team at MetzWood Insurance, please share your resume with us by submitting your resume here. A member of our team will be in touch following your application.

MetzWood cares deeply about finding the absolute best fit for our team. To this end, we have a three-step hiring process after an application has been received.

If selected to move forward in the process, the first step is our initial interview, which is conducted via email. Following the email interview is an online assessment, which takes 20-55 minutes to complete. The final step in the process is an in-person interview in our Chatham office.

Why MetzWood?

MetzWood Insurance is an established fourth-generation insurance agency that has served our community for over a century. Our reputation has been earned through our team’s commitment to service and high standards for our clients. Because our employees are essential to our success, we are committed to creating meaningful career opportunities by providing generous compensation, annual bonuses, and professional growth opportunities.