Insurance Growth & Retention Specialist

Ivan Chapa Farmers Insurance; San Antonio (TX); Presencial; USD 42 000 - 65 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

PTO

Life Insurance

Health Insurance

Dental Insurance

Vision Insurance

Mon-Fri Schedule

Hands on Training

Career Growth Opportunities

Retirement Plan

Resumo da oferta

Ivan Chapa Farmers Insurance Agency is seeking a Sales & Retention Specialist to pursue warm leads, cross-sell to existing clients, and maintain a steady revenue stream. The role emphasizes active outreach, relationship-building, and consistent engagement to drive sales.

The ideal candidate thrives on daily activity, enjoys talking to people, and aims to grow income through proven sales processes, with training and hands-on support provided by the agency.

Qualificações

• Comfortable speaking with clients (phone, text, in person).
• Motivated by performance and earning potential.
• Coachable and open to learning a proven sales process.
• Willing to obtain a Property & Casualty license (required to succeed in role).

Responsabilidades

• Work warm leads and follow up consistently.
• Revisit past quotes and revive old opportunities.
• Cross-sell to current clients and grow accounts.
• Qualify leads and book appointments.
• Deliver great service while driving sales.
• Generate referrals and reviews.
• Keep your pipeline organized and active.

Conhecimentos

Client communication

Performance-driven

Follow-up discipline

Sales process adaptable

Lead management

Sales or customer service experience

Bilingual (optional)

Property & Casualty license readiness

Descrição da oferta de emprego

Ivan Chapa Farmers Insurance Agency is seeking a Sales & Retention Specialist to pursue warm leads, cross-sell to existing clients, and maintain a steady revenue stream. The role emphasizes active outreach, relationship-building, and consistent engagement to drive sales.

The ideal candidate thrives on daily activity, enjoys talking to people, and aims to grow income through proven sales processes, with training and hands-on support provided by the agency.