Insurance Agent

NovaFi Mortgage, Inc.; Santa Ana (CA); Remote; USD 52,000 - 78,000; Full time

Job summary

NovaFi Mortgage, Inc. is seeking an Insurance Agent to support clients in selecting policies that fit their needs, preferences, and budget. The role involves developing new business by making independent sales calls and retaining existing client relationships.

The position requires California licensing and a minimum of five years’ experience in a similar role, with the ability to educate clients on coverage options and maintain confidential documents. Works remotely in a home-office setup.

Qualifications

• Licensed in California is required.
• 5+ years in a similar insurance agent role.
• Knowledge of insurance policies and practices.

Responsibilities

• Network with prospective clients and document results.
• Maintain communications with customers to identify expansion opportunities.
• Educate clients on different insurance coverages and recommend suitable options.
• Gather and maintain all insurance documents with client confidentiality.
• Perform other duties as assigned.

Skills

Five+ years experience

Insurance policy knowledge

Brand representation

Education

Licensed in California

Licensing in other states (preferred)

Job description

Insurance Agent

Department: Insurance Agents

Employment Type: Full Time

Location: Remote Home Office - GIA

Description

The Insurance Agent is responsible for working with current and potential clients to select insurance policies that best meet their needs, preferences and budget. The Insurance Agent develops new business to support the company’s goals by making independent sales calls on existing and/or potential clients and aiming to retain the business of current clients.

Essential Duties & Responsibilities

• Network through a variety of means including daily sales calls with prospective clients by introducing the Company, developing a profile, providing a value proposition, and documenting the results.
• Maintains frequent communications (i.e., telephonic, email, marketing mailers) with established/previous customers to see where additional opportunities exist for an expansion of business.
• Educating clients on different types of insurance coverage and making recommendations based on their unique needs.
• Gather, complete, and maintain all insurance documents to allow ease of access while ensuring client confidentiality.
• Other responsibilities, as assigned.

Required and Preferred Qualifications

• Licensed in CaliforniaRequired
• Licensed in Additional StatesPreferred
• Five (5) + years’ experience in a similar, successful insurance agent role
• Intermediate knowledge of insurance policies and practices
• Ability to positively project the company