Insurance Agent

Falcon Pacific Group Wealth Management and Insurance Services; San Diego (CA); On-site; USD 75,000 - 120,000; Full time

Job summary

Falcon Pacific Group Wealth Management and Insurance Services in San Diego is seeking an entry-level insurance agent who thrives on people skills to begin a career in insurance sales with new and prospective clients.

You will develop risk management strategies, stay informed about policy changes, maintain accurate client and sales records, and actively pursue new clients through thoughtful outreach to grow your book of business.

Qualifications

• State and federal insurance regulations knowledge required.
• High school diploma required; college degree a bonus.
• Must obtain an insurance license or hold one.
• Experience with sales leads or accounting software is helpful.
• Strong analytical, communication, and interpersonal skills; customer service experience a plus.

Responsibilities

• Develop risk management strategies for each customer to ensure policy needs are met.
• Stay educated about insurance types, protocols, and policy changes to ensure program requirements are fulfilled.
• Maintain accurate records of bookkeeping, client, and sales reports to track goals.
• Serve as an attentive listener to identify clients' needs before pursuing sales.
• Provide personalized outreach to grow your portfolio of policyholders.

Skills

Regulatory knowledge

Analytical skills

Interpersonal skills

Customer service experience

Insurance license

Sales software

Education

High school diploma

Tools

CRM software

Job description

Are you a motivated people person looking for the chance to break into a new industry? If the answer is 'yes', we are looking for you! Jump-start your career by joining our growing team as an entry-level insurance agent. Candidates with strong interpersonal communication skills will hit the ground running to facilitate insurance sales among new and prospective clients. Job seekers must have strong organization skills, attention to detail, and an enthusiastic approach to customer service. If you're interested in an exciting opportunity to become a top-notch insurance sales representative.

Compensation: $75,000 - $120,000
Qualifications

• Ability to learn and understand state and federal regulations that affect insurance sales, insurance clients, and the insurance industry as a whole
• High school diploma necessary; college degree a bonus
• Candidates must have or be willing to get an insurance license
• Basic understanding of sales lead or accounting software is helpful
• Strong analytical, communication, and interpersonal skills required; customer service experience is a plus

Responsibilities

• Develop risk management strategies for each customer to ensure his or her policy needs are continuously met
• Commit to remaining educated about the various types of insurance, insurance-related protocols, and policy changes to ensure fulfillment of program requirements and ensure our customers are satisfied
• Take ownership of ensuring there are accurate records of all necessary bookkeeping, client, and sales reports in order to track and communicate the status of assigned goals
• Serve as an attentive listener when communicating with new and potential clients in order to accurately identify their unique needs prior to pursuing specific insurance sales
• Offer personal attention when pursuing new clients through various marketing strategies to grow your existing portfolio of policyholders