Insurance Sales Representative

Falcon Pacific Group Wealth Management and Insurance Services; San Diego (CA); On-site; USD 153,000 - 187,000; Full time

Job summary

Falcon Pacific Group Wealth Management and Insurance Services in San Diego seeks a motivated insurance agent to identify and convert sales leads while managing a robust client portfolio. You will leverage referrals, networking, and proactive outreach to grow business and provide tailored insurance options.

The role emphasizes listening to client needs, delivering risk management strategies, and executing sales plans, with strong communication and analytical skills.

Qualifications

• Candidates must have an insurance license.
• Bachelor’s degree preferred; high school diploma required.
• Proficiency with accounting or sales-related software is helpful.
• Excellent communication, customer service, analytical, and interpersonal skills are necessary.

Responsibilities

• Listen to new and potential clients, assess priorities and finances, and determine suitable insurance plans.
• Develop and deliver risk management strategies for each customer based on risk profile.
• Implement sales strategies to maintain and grow existing client portfolios of loyal, long-term clients.
• Stay updated on insurance industry changes and fulfill policy requirements; monitor claims from start to finish.
• Keep bookkeeping systems, sales databases, and client records current to report progress to quotas.

Skills

Insurance industry knowledge

Communication skills

Sales experience

Customer service

Analytical ability

Interpersonal skills

Education

Bachelor’s degree preferred

High school diploma required

Tools

CRM software

Accounting software

Job description

We are seeking a motivated insurance agent with a forward-thinking spirit to identify and convert sales leads for insurance policies while overseeing a robust portfolio of clients. The successful candidate will have served in a related insurance industry role in which he or she cultivated a pool of prospective clients through referrals, networking, cold calls, marketing initiatives, and other proactive sales strategies. If this sounds like you,

What To Expect

• Access to multiple providers: More flexibility to compare available products and serve different client needs.
• Full marketing support: Resources, materials, and guidance to help build your presence and develop your practice.
• Managed provider contracting: We handle contracting coordination and provider negotiations on your behalf, reducing the need to manage separate negotiations with each provider.
• Practice support: Onboarding, product training, mentorship, case design, application processing, CRM, and administrative assistance.

Compensation: $170,000 at plan earnings

Qualifications

• Candidates must have an insurance license
• Demonstrated comprehension of the insurance industry, insurance products, risk management profiles, and associated state and federal regulations
• Bachelor’s degree preferred; high school diploma required
• Proficiency with accounting or sales-related software is helpful
• Excellent communication, customer service, analytical, and interpersonal skills are necessary

Responsibilities

• Spend time listening to new and potential clients, assess their priorities and finances, and determine suitable insurance plan options that successfully meet their individual insurance needs
• Develop and deliver risk management strategies for each customer based on their risk profile
• Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients
• Remain updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finish
• Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders