About Us: Welcome to the Neri Agencies. Our office is a boutique insurance & investment firm that provides long term strategies for protecting assets and building wealth.
This sales position seeks a candidate who enjoys working independently in a professional office setting and earning commission dollars in addition to a base salary.
You're already a natural conversationalist, you're a people-person, and you've got a great personality: so, let's chat about getting paid to do what you do best - helping others.
You may not have experience in insurance or investments, but if you're willing to learn, we're willing to coach you for success.
This may be your next role if:
You’re the person people call first for solutions and ideas - calm, steady, and ready to help.
You enjoy educating others, helping customers understand coverage, options, and next steps.
You genuinely care about your community and are dedicated to providing excellent service that makes a positive impact on the people around you.
You’re a natural relationship-builder who earns trust quickly and keeps it.
You listen first, then guide, making customers feel understood while confidently recommending solutions.
You’re motivated by goals and growth, and you know how to turn needs-based conversations into confident buying decisions that truly help customers.
Key Responsibilities
Engage with prospective customers through calls, emails, and community outreach.
Develop and maintain a pipeline of potential new business opportunities.
Schedule and conduct follow-up interactions to support acquisition goals.
Collaborate with colleagues to coordinate outreach strategies.
Track reports and progress towards established goals.
Maintain compliance with office and state/federal regulatory procedures.
Qualifications
Strong communication and relationship-building skills.
Detail-oriented and organized, with the ability to manage multiple tasks.
Comfortable initiating contact and interacting with prospective customers.
Previous experience in marketing, outreach, or customer service preferred.
Must be able to obtain applicable state licenses (company sponsored).
Compensation
Competitive salary & benefits package
This position has a base salary and commission structure
Base salary is dependent on your experience and/or prior performance in a sales position
Numbers & Facts
Location
Elbridge, NY
Job Type
Full-time
Skills
Coachingunmatched
Communication Skillsunmatched
Customer Relationsunmatched
Customer Support/Serviceunmatched
Dental Insuranceunmatched
Detail Orientedunmatched
Farm Managementunmatched
Federal Laws and Regulationsunmatched
Health Insuranceunmatched
Insuranceunmatched
Maintain Complianceunmatched
Marketingunmatched
Multitaskingunmatched
Organizational Skillsunmatched
Problem Solving Skillsunmatched
Progress Reportsunmatched
Salesunmatched
Sales Managementunmatched
Sales Pipelineunmatched
Sales Prospectingunmatched
Set Goalsunmatched
State Laws and Regulationsunmatched
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