Insurance Sales Representative

StaffMyAgency LLC

$60K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Proven experience in outside or insurance sales with strong negotiation skills.
  • Excellent verbal and written communication skills; able to simplify complex information.
  • Multilingual abilities, especially in Spanish, are desirable.
  • Analytical skills for assessing client needs and customizing insurance solutions.
  • Experience with sales administration and CRM software.
  • Knowledge of telemarketing and digital marketing techniques.
  • Strong customer service focus with relationship-building skills.
  • Self-motivated and goal-oriented, able to take initiative.

Responsibilities

  • Engage in outside sales to develop new client relationships within the community.
  • Conduct insurance consultations to assess client needs and recommend coverage.
  • Negotiate policy terms and premiums to ensure beneficial client agreements.
  • Manage sales administration including documentation, processing, and follow-ups.
  • Utilize marketing strategies to attract clients through various channels.
  • Provide customer service support for inquiries, policy changes, and claims.
  • Ensure compliance with industry regulations while maintaining confidentiality.
  • Collaborate with team members on marketing campaigns and sales processes.

Benefits

  • Paid Time Off
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • Retirement Plan
Full Job Description
Job Overview
We are seeking a dynamic, motivated, and results-driven Licensed Insurance Sales Representative to join our growing team. The ideal candidate will be responsible for generating new insurance sales, building and maintaining strong client relationships, and providing exceptional customer service.
This role offers opportunities for professional growth in a fast-paced environment, utilizing a variety of sales and communication skills to meet client needs and expand our market presence. If you are motivated to succeed, enjoy building relationships, and can see yourself being part of a winning team, we'd love to hear from you!
Responsibilities:
  • Engage in outside sales activities to identify and develop new client relationships within the community.
  • Conduct insurance consultations to assess client needs and recommend appropriate coverage options.
  • Negotiate policy terms and premiums with clients to secure mutually beneficial agreements.
  • Manage sales administration tasks, including documentation, policy processing, and follow-up communications.
  • Utilize marketing strategies to attract potential clients through telemarketing, social media, and community outreach.
  • Provide ongoing customer service support, addressing inquiries, policy changes, and claims assistance.
  • Ensure compliance with industry regulations such as HIPAA and maintain confidentiality of sensitive information.
  • Collaborate with team members to develop marketing campaigns and improve sales processes.
Ideal Skills:
  • Proven experience in outside sales, retail sales, or insurance sales with strong negotiation skills.
  • Excellent communication skills, both verbal and written, with the ability to explain complex information clearly.
  • Multilingual or bilingual abilities are highly desirable to serve diverse client populations effectively.
  • Strong analysis skills for assessing client needs and tailoring insurance solutions accordingly.
  • Proficiency in sales administration tools and customer relationship management (CRM) software.
  • Knowledge of marketing techniques, including telemarketing and digital outreach strategies.
  • Customer service orientation with the ability to build lasting client relationships.
  • Self-motivated, goal-oriented, and comfortable taking initiative.
Requirements:
  • Property & Casualty license (required)
  • Bilingual English/Spanish preferred but not required
  • Must pass credit and background check
  • Cannot have conflicting outside appointments
Job Type: Full-time
Pay: $5,000 - $10,000 per month (base + commission)
Benefits:
  • Paid Time Off
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • Retirement Plan
Work Location: On-site California Office
To Apply:
To be considered, applicants must submit a resume and complete all screening questions. This role operates in a fast-paced, technology-driven environment. Candidates should be comfortable handling multiple systems simultaneously, communicating with clients promptly, and adapting to new processes quickly.
If you're looking for an opportunity to put your sales skills to work, build meaningful client relationships, and grow your career with a

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