Job Description
Job Description
Our agency is looking for a confident and highly motivated individual that's interested in a great sales opportunity. Great earnings with future long term career advancement available. As an Insurance Sales Representative you will make outbound calls to generate appointments and market a wide range of insurance products and services. Apply today to start your path to a new sales or service career today!
Benefits
Annual Base Salary + Commission + Bonus Opportunities
Career Growth Opportunities
Responsibilities
Client Relationship Management
Build strong, long-term relationships with clients by providing professional guidance and excellent customer service.
Follow up with leads promptly and manage ongoing communication throughout the sales cycle.
Retain existing clients through regular reviews, policy renewals, and proactive upselling / cross-selling when appropriate.
Policy Advising & Sales Execution
Explain insurance coverages, terms, and options in a clear and compliant manner to help clients make informed decisions.
Prepare and present quotes, proposals, and insurance solutions tailored to client needs.
Process applications, endorsements, and policy changes accurately and efficiently.
Compliance & Documentation
Maintain thorough and organized records of all client interactions, quotes, and policy documentation.
Follow all insurance regulations, agency standards, and carrier guidelines.
Protect sensitive client information and uphold confidentiality at all times.
Collaboration & Professional Development
Work closely with agency leaders, account managers, and support staff to ensure a seamless client experience.
Attend training sessions and carrier workshops to stay updated on product offerings, underwriting guidelines, and industry trends.
Contribute to team goals, share best practices, and participate in marketing or outreach initiatives.
Requirements
Positive attitude!
P & C License
Life License optional
Sales Representative • Oceanside, CA, US