Insurance Agent

Pinnacle North Inc.; San Francisco (CA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Retirement plans

Professional development opportunities

Job summary

Pinnacle North Inc., a leading insurance agency in San Francisco, CA, seeks a full-time Insurance Agent to provide comprehensive insurance solutions. You will assist clients in selecting and purchasing policies, conduct market research, and process applications in a client-focused environment.

Join our team to build trust with clients, analyze needs, and recommend suitable coverage. The role emphasizes strong communication, integrity, and a proven sales record in a professional,

Qualifications

• Solid understanding of the insurance industry.
• Proven sales track record.
• Excellent communication and interpersonal skills.

Responsibilities

• Assist clients in selecting and purchasing insurance policies.
• Conduct market research and analyze client needs.
• Process policy applications and meet with clients to discuss requirements.
• Recommend appropriate policies based on client needs.

Skills

Insurance knowledge

Sales experience

Excellent communication

Client relationship

Tools

CRM software

Job description

Pinnacle North Inc., a leading insurance agency in San Francisco, CA, seeks a full-time Insurance Agent to provide comprehensive insurance solutions.

As an Insurance Agent, you'll assist clients in selecting and purchasing insurance policies, conduct market research, and process applications. Your tasks include meeting clients, analyzing needs, and recommending policies.

Join our dedicated team in San Francisco, CA, in a professional, client-focused environment. Our office is centrally located, offering easy access to public transportation and a vibrant business district.

The salary for this position is negotiable and will be discussed during the interview, with the potential for additional benefits such as health insurance, retirement plans, or professional development opportunities. The specific benefits will be outlined during the interview process, which may include a tour of the workplace, a review of job responsibilities, and a discussion of the company's culture and values. Candidates should come prepared to discuss their salary expectations and any additional benefits they are seeking. The interview will also provide an opportunity to ask questions about the role, the team, and the company's goals and vision.

To succeed, you should have a strong insurance industry understanding, a proven sales record, and excellent communication skills. Detail-oriented, with a high level of integrity and trust-building abilities, is essential.

• Assisting clients in selecting and purchasing insurance policies, conducting market research, providing information and advice, processing policy applications, meeting with clients to discuss insurance requirements, analyzing client needs, recommending appropriate policies.
• Strong understanding of the insurance industry, proven track record of successfully selling insurance products, detail-oriented, excellent communication and interpersonal skills, experience in customer service and sales, high level of integrity, ability to build trust with clients.