Insurance Sales Representative

Jacob Morgan - Farmers Insurance; Irvine (CA); On-site; USD 56,000 - 112,000; Full time

Benefits offered by this job

Paid Time Off

Dental Insurance

Vision Insurance

Life Insurance

Retirement Plan

Job summary

gobravvo is seeking a Licensed Insurance Sales Representative in California. This role focuses on outside sales, building client relationships, and delivering exceptional service while growing our Farmers Insurance agency's presence.

You will conduct consultations, negotiate coverage options, manage policy processing, and support marketing initiatives to attract clients. A strong bilingual ability and P&C license are required.

Qualifications

• Property & Casualty license required.
• Must pass credit and background check.
• Cannot have conflicting outside appointments.

Responsibilities

• Engage in outside sales to identify new client relationships.
• Conduct insurance consultations to assess client needs and recommend coverage options.
• Negotiate policy terms and premiums with clients.
• Manage sales administration: documentation, policy processing, follow-ups.
• Utilize marketing strategies to attract clients via telemarketing, social media, and outreach.
• Provide ongoing customer service: inquiries, policy changes, claims assistance.
• Ensure HIPAA compliance and maintain confidentiality of information.
• Collaborate with team to develop marketing campaigns and improve sales processes.

Skills

Outside sales

Negotiation

Excellent communication

Bilingual English/Spanish

CRM software

Marketing techniques

Customer service

Initiative

Education

Property & Casualty license

Tools

CRM software

Job description

Job Overview

We are seeking a dynamic, motivated, and results-driven Licensed Insurance Sales Representative to join our growing team. We are proud to be the #1 Farmers Insurance agency in the country and have been named Agency of the Year for the past three consecutive years. We are looking for someone who wants to be part of a high-performing team and grow alongside an agency that is committed to excellence. The ideal candidate will be responsible for generating new insurance sales, building and maintaining strong client relationships, and providing exceptional customer service. This role offers opportunities for professional growth in a fast-paced environment, utilizing a variety of sales and communication skills to meet client needs and expand our market presence. If you are motivated to succeed, enjoy building relationships, and can see yourself being part of a winning team, we would love to hear from you!

Responsibilities

• Engage in outside sales activities to identify and develop new client relationships within the community.
• Conduct insurance consultations to assess client needs and recommend appropriate coverage options.
• Negotiate policy terms and premiums with clients to secure mutually beneficial agreements.
• Manage sales administration tasks, including documentation, policy processing, and follow-up communications.
• Utilize marketing strategies to attract potential clients through telemarketing, social media, and community outreach.
• Provide ongoing customer service support, addressing inquiries, policy changes, and claims assistance.
• Ensure compliance with industry regulations such as HIPAA and maintain confidentiality of sensitive information.
• Collaborate with team members to develop marketing campaigns and improve sales processes.

Ideal Skills

• Proven experience in outside sales, retail sales, or insurance sales with strong negotiation skills.
• Excellent communication skills, both verbal and written, with the ability to explain complex information clearly.
• Multilingual or bilingual abilities are highly desirable to serve diverse client populations effectively.
• Strong analysis skills for assessing client needs and tailoring insurance solutions accordingly.
• Proficiency in sales administration tools and customer relationship management (CRM) software.
• Knowledge of marketing techniques, including telemarketing and digital outreach strategies.
• Customer service orientation with the ability to build lasting client relationships.
• Self-motivated, goal-oriented, and comfortable taking initiative.

Requirements

• Property & Casualty license (required)
• Bilingual English/Spanish preferred but not required
• Must pass credit and background check
• Cannot have conflicting outside appointments

Job Type: Full-time

Pay: $5,000 - $10,000 per month (base + commission)

Benefits

• Paid Time Off
• Dental Insurance
• Vision Insurance
• Life Insurance
• Retirement Plan

Work Location: On-site California Office