Insurance Sales & Retention Specialist

Ivan Chapa Farmers Insurance; San Antonio (TX); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

PTO

Life Insurance

Health Insurance

Dental Insurance

Vision Insurance

Mon-Fri Schedule

Hands-on Training

Career Growth

Retirement Plan

Job summary

Ivan Chapa Farmers Insurance Agency is seeking a Sales & Retention Specialist to pursue warm leads, cross-sell to existing clients, and keep revenue flowing through proactive engagement. This role emphasizes active lead management, relationship building, and driving growth through a proven sales process.

You’ll work to strengthen client relationships, follow up on quotes, and maintain an organized pipeline while meeting performance targets in a hands-on environment.

Qualifications

• Excellent communication and people skills.
• Motivated by performance and earning potential.
• Willing to obtain a Property & Casualty license (required to succeed).
• Organized and able to manage leads and tasks.

Responsibilities

• 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.

Skills

Lead follow-up

Sales

Cross-sell

Client engagement

Pipeline management

Communication

Job description

Ivan Chapa Farmers Insurance Agency is seeking a Sales & Retention Specialist to pursue warm leads, cross-sell to existing clients, and keep revenue flowing through proactive engagement. This role emphasizes active lead management, relationship building, and driving growth through a proven sales process.

You’ll work to strengthen client relationships, follow up on quotes, and maintain an organized pipeline while meeting performance targets in a hands-on environment.