Community Insurance Advisor

Shannon Fenech Farmers Insurance; San Mateo (CA); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Flexible Schedule

Health Insurance

Dental Insurance

Vision Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Job summary

Shannon Fenech Farmers Insurance in San Mateo seeks a dedicated Sales Representative to grow the local client base and help neighbors protect homes, businesses, and futures. You will act as a trusted advisor, guiding clients through policy options with a personal touch and professional integrity.

You will engage prospects, review client needs, and build a pipeline through proactive outreach, leveraging your knowledge of risk and security to deliver peace of mind in every conversation.

Qualifications

• California Property and Casualty license is required.
• Ability to manage a busy calendar and follow up on leads independently.
• Proficiency using agency management systems and office productivity software.
• Professional verbal and written communication skills are essential.

Responsibilities

• Identify new opportunities for growth by connecting with prospective clients in the San Mateo area.
• Review existing client accounts to ensure appropriate protection for their life stage.
• Guide clients through selecting insurance coverage for real peace of mind.
• Develop and maintain a robust pipeline of sales prospects through outreach.
• Provide clear explanations of policy benefits and premiums.
• Collaborate with the agency owner to track progress toward sales goals.

Skills

Cold calling

Client communication

Time management

Tools

Agency management system

Office productivity software

Job description

Shannon Fenech Farmers Insurance in San Mateo seeks a dedicated Sales Representative to grow the local client base and help neighbors protect homes, businesses, and futures. You will act as a trusted advisor, guiding clients through policy options with a personal touch and professional integrity.

You will engage prospects, review client needs, and build a pipeline through proactive outreach, leveraging your knowledge of risk and security to deliver peace of mind in every conversation.