Sales Development Agent-In Office

Job Description

Job Description

Join the team at Giddings Insurance Agency, Inc., where we pair old-fashioned service with a sharp, modern sales operation. As an in-office Sales Development Agent, youll be a key part of our daily activity in our Murrieta, California officeworking side by side with a focused, driven team.

This role is for someone who likes to be in the mix : on the phones, at their desk, in meetings, and fully plugged into the energy of the office. If youre enthusiastic, competitive, and enjoy real conversations with real customers, youll fit in here.

Youll help guide clients to the insurance solutions that fit their needs, support our producers, and contribute directly to the growth of the agency. Your effort will be visible, your performance will be measured, and your wins will be rewardedwith clear opportunities for growth and professional development inside a stable, established local agency.

Benefits

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Mon-Fri Schedule

Career Growth Opportunities

Paid Holidays

Paid Sick Days

401k Match

Hands on Training

Responsibilities

• Proactively contact warm leads, referrals, and existing clients by phone, text, and email to quote our core Wheels Walls Wealth products (Auto, Home, Umbrella, Life, and related lines).
• Run a structured fact-finding conversation with every prospect to understand their vehicles, home, family, income, and risk exposurethen document everything cleanly in our systems.
• Present clear, protection-focused coverage options (not just the cheapest price), explain the trade-offs in plain language, and recommend a game plan that actually protects the clients lifestyle.
• Identify and close cross-sell opportunities on every interactionadding umbrellas, additional autos, toys, life insurance, and other supporting policies to strengthen each households overall protection.
• Support agency initiatives around coverage reviews and renewals by scheduling and conducting policy review calls that lead to better coverage and increased premium per household.
• Follow our proven call cadences, workflows, and scripts in eAgent / Lead Manager, keeping notes, tasks, and follow-ups tight and current so no good lead slips through the cracks.
• Partner closely with our Life / Retirement specialist and service team to ensure clean hand-offs, fast follow-through, and a consistent weve got you covered experience for every client.
• Stay sharp on carrier guidelines, underwriting, and product updatesespecially in the California market so the advice you give is accurate, compliant, and confident.
• Participate in ongoing training, role-plays, and coaching to refine your sales process, objection handling, and closing skills.
• Consistently hit or beat daily activity targets (calls, quotes, follow-ups) and monthly production goals (issued policies, multi-line %, close rate) set by Giddings Insurance Agency, Inc.

Requirements

Licensing : An active California Property & Casualty License is highly desirable.

2-Years Allstate Experience Preferred

Communication Skills : Excellent verbal and written communication skills are essential.

Customer-Centric : A strong commitment to understanding and meeting client needs.

Remote Work Skills : Ability to work independently and efficiently in a fully remote environment.

Team Collaboration : Capable of fostering a positive remote working team environment.

Technology : Proficient with online communication platforms and CRM systems.