Insurance Sales Representative

Job Description

Job Description

Are you looking to start a sales career or break into the insurance industry? ?We want highly motivated and determined job seekers to APPLY TODAY . No matter your sales experience, we'll invest in your success. We understand that it takes time to build a business, to develop the proper skills and understanding, and to excel in this field.? We provide our new Life / Commercial producers with ongoing training and support on their path to success so they can best serve our customers!

**All applicants will receive an online assessment immediately after applying. Incomplete assessments will not be considered further for this position.**

Responsibilities

Prospect for new life and commercial insurance clients through calls, networking, referrals, and community involvement.

Build and maintain a consistent pipeline of qualified prospects.

Conduct insurance needs analyses for individuals and businesses.

Develop customized life and commercial insurance solutions.

Prepare and present professional insurance proposals.

Close new business while meeting or exceeding monthly sales goals.

Cross-sell life and commercial products to existing personal lines clients.

Develop referral relationships with business owners, lenders, accountants, real estate professionals, and other centers of influence.

Follow up consistently on quotes, referrals, and sales opportunities.

Maintain accurate client records and sales activities in the agency CRM.

Stay current on carrier products, underwriting guidelines, and industry changes.

Collaborate with agency team members to identify cross-selling opportunities.

Deliver exceptional customer service throughout the sales process.

Attend training sessions, networking events, and agency meetings.

Maintain all required insurance licenses and continuing education.

Represent Clinton Alford Insurance Agency with professionalism and integrity.

Requirements

High school diploma or equivalent (college degree preferred).

Active California Property & Casualty license or ability to obtain within a specified timeframe.

California Life & Health license or ability to obtain within a specified timeframe.

Valid California driver's license and reliable transportation.

Ability to pass a background check as required by the Department of Insurance.

Strong verbal and written communication skills.

Excellent customer service and relationship-building skills.

Basic computer proficiency, including Microsoft Office and CRM software.

Strong organizational and time management skills.

Ability to work independently while contributing to a team environment.

Ability to multitask and prioritize in a fast-paced office.

Professional appearance and demeanor.

Strong work ethic with a goal-oriented mindset.

Willingness to participate in ongoing training and professional development.

Ability to meet or exceed established sales and activity goals.

Preferred Qualifications

Previous insurance sales experience.

Commercial insurance sales experience.

Life insurance sales experience.

Experience prospecting and generating new business.

Existing network of business contacts or referral sources.

Knowledge of agency management systems and CRMs (AgencyZoom experience is a plus).

Experience with consultative sales techniques.

Bilingual (English/Spanish) is a plus.

Benefits

• Mon-Fri Schedule
• Career Growth Opportunities
• Evenings Off
• Retirement Plan
• Hands on Training
• Life Insurance
• Dental Insurance
• Vision Insurance