Insurance Sales Representative

Job Description

Job Description

Were looking for a confident, motivated individual whos interested in building a career in insurance sales.

In this role, youll be making outbound calls, setting appointments, and working with clients to review their coverage needs across a range of insurance products. Youll also spend time outside the office prospecting for commercial insurance opportunities and building relationships in the community.

Youll have the support, training, and tools to succeed, along with real earning potential tied to your effort and consistency. This is a long-term opportunity with room to grow.

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Hands on Training

Career Growth Opportunities

Retirement Plan

Commission + Bonus Opportunities

• Generate new business through outbound calls, referral outreach, and in-person prospecting
• Set and attend client appointments to review insurance needs and recommend appropriate coverage (P&C and Life)
• Work toward and meet individual sales goals across Personal Lines, Commercial, and Life Insurance
• Prospect for commercial opportunities by building relationships within the local business community
• Develop and maintain relationships with Centers of Influence (realtors, lenders, CPAs, etc.) to drive referrals
• Follow up consistently with prospects and clients to move opportunities forward and close business
• Provide a high level of customer service throughout the sales and onboarding process
• Stay organized and maintain accurate activity and pipeline tracking in the CRM
• Participate in team meetings, trainings, and agency events
• Collaborate with team members to support shared goals and overall agency growth

• Strong communication skills, both on the phone and in person
• Organized, dependable, and consistent with follow-through
• Comfortable with outbound calling, in-person prospecting, and building new relationships
• Able to work toward clear goals in a performance-driven environment
• Active insurance license (P&C and/or Life & Health), or willingness to obtain within a set timeframe
• Multi-lingual skills (e.g., English, Farsi, Cantonese, Mandarin, Spanish) are a significant advantage
• Ability to work on-site at our San Jose, CA office
• High school diploma or equivalent required; additional education or certifications are a plus