Insurance Sales Representative

Job Description

Job Description

Welcome to PathWise Insurance Agency, INC, where we believe in guiding our clients toward a more secure future. Located in the heart of Fresno, California, we're a dedicated team focused on providing exceptional insurance solutions with a personal touch. We're not just selling policies; we're building trusted relationships and empowering our community with the knowledge and protection they need. We're excited to expand our team and are looking for a bright, motivated Insurance Sales Representative to join us. This is a fantastic opportunity to make a real difference in people's lives, offering them peace of mind through tailored insurance plans. If you have a knack for connecting with people, a passion for problem-solving, and a desire to grow in a supportive environment, you'll fit right in here. Come be a part of something meaningful and help us pave the way to a brighter, more protected tomorrow for our clients.

Responsibilities

Serve as a primary point of contact for clients, understanding their insurance needs and concerns.

Analyze client situations to recommend suitable insurance products and coverage options.

Develop and present customized insurance proposals that align with client objectives.

Build and maintain strong, long-lasting relationships with clients through attentive service and follow-up.

Proactively identify opportunities for cross-selling and up-selling to enhance client protection.

Collaborate with internal teams to ensure smooth policy processing and client satisfaction.

Stay informed about industry trends and product offerings to provide expert advice.

Requirements

Active California Property Casualty License (Required)

Minimum of 2 years of experience in insurance sales or a similar customer-facing sales role.

Exceptional interpersonal and communication skills, both written and verbal.

A genuine passion for helping people and a commitment to understanding their needs.

Proficiency with CRM software and standard office applications.

Ability to work independently and manage your time effectively.

A positive attitude and a drive to succeed.

Benefits
Vesting into book of business###Residual Income###Paid Volunteer Day###Personal / Mental Health Day###Career Growth Opportunities###Hands on Training###Work from Home###Flexible Schedule###