Sales Relationship Specialist

We are seeking a high-energy, client-focused Sales Relationship Specialist to support and accelerate growth for the insurance division. The Sales Relationship Specialist is a cornerstone of the agency's high-touch, concierge client experience. This role is responsible for delivering sales support activities, ensuring a seamless, confident, and deeply personalized transition into the agency.

Beyond onboarding, this position is designed as a developmental role that builds the technical knowledge, relationship skills, and client insights needed to support future growth initiatives, including consultative sales and client expansion opportunities.

The ideal candidate is personable, organized, and confident in engaging with prospects in live settings, while also being disciplined and analytical when managing follow-up and sales processes. This is a visible, impact-driven role with a clear path for growth.

Key Responsibilities:

• Ensure all client information, exposures, and household details are accurately captured and documented
• Track onboarding milestones to ensure timely, flawless execution
• Partner closely with producers, advisors, and service teams to ensure continuity and consistency
• Identify opportunities to introduce additional agency resources or services as appropriate
• Assist with sales initiatives that improve producer productivity 
• Coordinate all onboarding activities, including policy setup, documentation, carrier requirements, and internal handouts

Experience & Skills

• 2+ years of experience in personal lines insurance, client service, or a high-touch professional services environment
• Highly organized with strong attention to detail and follow-through
• Organized, detail-oriented, and able to manage multiple initiatives simultaneously
• Excellent verbal and written communication skills
• Confident, personable, and naturally relationship-driven
• Personal lines insurance license or the ability to obtain one
• Ability to create engaging marketing content using contemporary design tools such as Canva, Adobe Creative Suite, or similar platforms, to support seminars, campaigns, and prospect outreach.

Mindset & Traits

• Excels in a sales environment where speed matters, processes are continuously refined, and not every answer is known in advance
• Proactive self-starter who thrives in a growth-oriented environment
• Comfortable operating in a fast-paced environment with evolving priorities, sometimes incomplete information, and the need for proactive decision-making
• Curious, coachable, and eager to learn insurance sales and service
• Takes pride in representing a professional brand at live events

About Us:

CG Insurance, a division of CG Financial Services, provides client-centered, relationship-driven insurance solutions to protect what matters most to our clients. We take pride in our responsiveness, clarity, and the ability to deliver risk management guidance tailored to each client's unique needs. Our team thrives on collaboration, professional excellence, and a service-first mindset.

Our Core Values:

We are not just looking for a specific skillset. We are looking for someone who loves our values and contributes to our team's positive momentum and shared success.

Thirst for Knowledge: You’re endlessly curious and committed to continuous learning.

Innovative Problem Solver: You proactively create solutions, communicate clearly, and follow through.

Self-Motivated: You are driven, results-oriented, and embrace challenges.

Authentic: You operate with integrity and foster a drama-free, honest work environment.

Positively Impact People: You lift others up—clients, colleagues, and the community.