Entry Level Insurance Sales Agent

SalesDraft

Santa Clarita (CA)

On-site

USD 75,000 - 200,000

Full time

14 days+

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Job summary

Farmers Insurance - District 26 in Santa Clarita, CA is seeking an experienced Sales Agent to greet walk-in customers, assess needs, and present tailored insurance solutions across property, casualty, life, and health products.

The role emphasizes building trust, guiding the full sales cycle from initial contact to policy issuance, and collaborating with a supportive team. A Property & Casualty license is required or willing to obtain it.

Qualifications

  • Must hold or be willing to obtain a Property and Casualty Insurance license.
  • Proven experience in a full-cycle sales role is essential.
  • Authorization to work in the United States is required.
  • Must be 18 years of age or older.
  • Reliable transportation is required for this role.
  • Demonstrated ability to manage the entire sales process from contact to closing.
  • Excellent verbal and written communication skills.
  • A genuine passion for helping customers and providing exceptional service.
  • Ability to work effectively in a collaborative retail environment.

Responsibilities

  • Greet and welcome walk-in customers in the retail space.
  • Actively listen to uncover customers' insurance needs.
  • Develop deep knowledge of property, casualty, life and health products.
  • Present tailored coverage options that fit customers' needs and budget.
  • Guide customers through the sales process from consultation to policy issuance.
  • Foster trusting relationships for ongoing satisfaction and future business.
  • Collaborate with team members to share best practices and support sales initiatives.
  • Complete paperwork and system entries accurately to finalize policy sales.

Skills

Communication skills
Customer focus
Team player
Sales acumen
Self-motivated

Education

P&C License

Job description

Welcome to Farmers Insurance - District 26! We're looking for enthusiastic individuals to join our team as Sales Agents, bringing insurance solutions directly to our community.

As a Sales Agent, you'll be at the forefront of our customer interactions, engaging with individuals who walk into our retail location seeking guidance on their insurance needs. This role is perfect for those who thrive in a dynamic, customer-facing environment and are passionate about helping people protect what matters most.

Your Day-to-Day Responsibilities:
  • Engage with Walk-In Customers: Greet and welcome customers entering our retail space, creating a positive and helpful first impression.
  • Needs Assessment: Actively listen to understand each customer's unique insurance requirements, asking insightful questions to uncover their needs.
  • Product Expertise: Develop and maintain a deep understanding of our diverse range of property, casualty, life, and health insurance products to effectively explain coverage options and benefits.
  • Solution Presentation: Clearly and confidently present tailored insurance solutions that best fit the customer's needs and budget.
  • Sales Cycle Management: Guide customers through the entire sales process, from initial consultation to policy selection and closing the sale.
  • Relationship Building: Foster strong, trusting relationships with clients to ensure their ongoing satisfaction and encourage future business.
  • Team Collaboration: Work collaboratively with fellow team members to share best practices, support sales initiatives, and contribute to a positive team atmosphere.
  • Administrative Tasks: Complete necessary paperwork and system entries accurately and efficiently to finalize policy sales.
Qualifications:
  • Must be authorized to work in the United States.
  • Must be 18 or older.
  • Reliable transportation is required.
  • Strong communication and interpersonal skills, with the ability to build rapport quickly.
  • A customer-centric mindset, with a genuine desire to help others.
  • Ability to learn and retain product knowledge effectively.
  • Self-motivated and driven to achieve sales goals.
  • Comfortable working in a team-oriented retail setting.
Compensation:

This role offers a competitive compensation structure of base plus commission, with an expected earning potential between $40,000 and $70,000 annually, depending on performance.

About Farmers Insurance - District 26:

At Farmers Insurance - District 26, we are committed to providing exceptional service and valuable insurance solutions to our community. Join a supportive team where your contributions are recognized and you have the opportunity to grow your career in the insurance industry.

Experienced Insurance Sales Agent

Santa Clarita, CA

What You'll Need to Succeed
  • Required Licenses: You must hold or be willing to obtain a Property and Casualty Insurance license
  • Experience: Proven experience in a full-cycle sales role is essential.
  • Authorization to Work: Must be authorized to work in the United States.
  • Age Requirement: Must be 18 years of age or older.
  • Transportation: Reliable transportation is required for this role.
  • Sales Acumen: Demonstrated ability to manage the entire sales process, from initial contact to closing.
  • Communication Skills: Excellent verbal and written communication skills, with the ability to explain complex information clearly.
  • Customer Focus: A genuine passion for helping customers and providing exceptional service.
  • Team Player: Ability to work effectively within a collaborative retail environment.
Compensation and Benefits

This role offers a competitive compensation structure with potential earnings ranging from $75,000 to $200,000 annually. We believe in rewarding your hard work and success.

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