Insurance Sales Agent - CA - On Site

About us

We are a dynamic and growing insurance agency specializing in providing comprehensive commercial insurance solutions to businesses of all sizes.

Position Summary

We are seeking a highly motivated and results-oriented Insurance Sales Agent to join our team. This is a fantastic opportunity for a driven individual with a Property & Casualty (P&C) license to build a successful career in insurance sales. You will be responsible for developing new business, managing client relationships, and achieving aggressive sales targets. This is an in-office position.

Essential Duties and Responsibilities

• Prospect and generate new leads through various channels (e.g., networking, referrals, cold calling).
• Consult with clients to understand their insurance needs and recommend appropriate coverage options.
• Present and explain insurance policies, ensuring clients understand the terms and conditions.
• Prepare and submit insurance applications.
• Manage client accounts and provide exceptional customer service.
• Achieve monthly and annual sales targets.
• Stay up-to-date on industry trends and product knowledge.
• Maintain accurate records of sales activities and client interactions.

Knowledge, Skills and Abilities

• Proven track record of success in achieving sales goals.
• Excellent communication, interpersonal, and presentation skills.
• Strong negotiation and closing skills.
• Ability to build and maintain strong client relationships.
• Self-motivated and driven to succeed.
• Proficient in using CRM software and other sales tools.
• Ability to work effectively in a fast-paced, in-office environment.

Education & Experience

• Valid Property & Casualty (P&C) license is mandatory.
• Minimum of one (1) year of experience in insurance sales.