Benefits: - Health insurance
- Training & development
- Vision insurance
- 401(k)
- 401(k) matching
- Competitive salary
- Dental insurance
Location: Carlsbad, CA
Position: Full-Time
Licenses: Property & Casualty (P&C) and Life & Health
Position OverviewWe are seeking a motivated, relationship-driven
In-Book Sales Representative to work with our existing customer base and identify opportunities to better protect our customers, their families, and their financial futures.
The
primary focus of this role is Life Insurance and Financial Services. You will proactively review existing customer relationships, identify needs and opportunities, conduct outreach, schedule appointments, and help customers take appropriate next steps.
While Life Insurance and Financial Services are the primary focus, this is a
whole-household sales role. You will also identify Property & Casualty needs and opportunities, including Auto, Home, Renters, and Personal Liability/Umbrella coverage.
Key Responsibilities- Proactively work our existing book of business to identify Life Insurance and Financial Services needs and opportunities.
- Review customer households to identify potential protection gaps and changing needs.
- Conduct outbound calls, emails, and consistent customer follow-up.
- Schedule and conduct needs-based customer appointments.
- Ask thoughtful questions to understand customers' families, priorities, financial situations, and goals.
- Identify Life Insurance and Financial Services opportunities and facilitate appropriate next steps based on licensing and authorization.
- Generate Life Insurance applications and maintain a strong pipeline of opportunities.
- Meet established activity, appointment, application, and production expectations.
- Identify P&C opportunities, including Auto, Home, Renters, and Umbrella coverage.
- Maintain accurate customer notes, activities, and follow-up.
- Build deeper, long-term relationships with existing customers.
What We offer:- Base Salary: $60,000-$72,000 annually.
- Significant Earning Potential: Approximately $110,000-$135,000+ in total annual compensation when performance expectations are achieved.
- Established Customer Base: Focus your efforts on developing relationships and opportunities within an existing book of business.
- Performance-Based Growth: Your results directly impact your earning potential.
- Meaningful Sales: Help customers protect their families, income, assets, and financial futures.
- Team Environment: Work alongside an experienced team with a focus on customer relationships, professional development, and results.
- Career Development: Continue building your knowledge and experience across Life Insurance, Financial Services, and Property & Casualty insurance.
Compensation- This position offers an annual base salary plus a competitive performance-based compensation plan.
- A team member who consistently meets established performance expectations should have the opportunity to earn approximately more based off performance.
- Actual compensation will vary based on individual production and performance. Incentive compensation is not guaranteed.
Qualifications:- Active Property & Casualty (P&C) Insurance License
- Active Life & Health Insurance License
- Strong sales, communication, and relationship-building skills.
- Comfortable with proactive outbound customer outreach.
- Goal-oriented and motivated by measurable results.
- Strong organization, pipeline management, and follow-up skills.
- Ability to confidently discuss insurance and identify customer needs.
- Ability to work independently while contributing to a team environment.
Additional licenses, registrations, or certifications may be required depending on the products and services the team member is authorized to discuss, solicit, or transact.
What Does Success Looks Like?This is a proactive sales position. Successful team members consistently work the existing book, identify opportunities, initiate conversations, schedule appointments, follow up, and ask for the business.
While you will identify opportunities across the customer's entire insurance relationship, your
primary responsibility is growing Life Insurance and Financial Services within our existing book of businessThis position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must successfully complete applicable licensing requirements and training programs.
Compensation: $60,000.00 - $135,000.00 per year
Do you want a career and not just a job?Our team is comprised of results-oriented individuals that are serious about their development. We take pride in using our years of valuable experience to mentor individual team members and prepare them for successful careers. Come work with an energetic, fun team at Luke Dix - State Farm Agent!
- Our office is located in Carlsbad, California.
- Our office is open Monday - Friday, 9am - 5pm.
- Additional languages spoken: Spanish
If you want a career, not a job, then we encourage you to applyState Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
