Insurance Sales Trainee

Jobtailor; Burbank (CA); On-site; USD 60,000 - 90,000; Full time

Job summary

Jobtailor in California is seeking an insurance sales professional to build relationships with clients and help individuals, families, and business owners find suitable insurance solutions. You will generate new business through referrals and outreach, educate clients on Auto, Home, Life, Business, and Specialty products, and manage relationships via a CRM system.

The role emphasizes delivering exceptional service, meeting sales goals, and ongoing training to expand product knowledge.

Qualifications

• Sales, customer service, or client-facing experience preferred.
• Excellent communication and relationship-building skills.
• Self-motivated with a positive attitude and strong work ethic.
• Willingness to obtain an insurance license with support.
• Bilingual candidates are encouraged to apply.
• Ability to commute to the office location regularly.

Responsibilities

• Build relationships with new and existing clients.
• Help individuals, families, and business owners find insurance solutions that fit their needs.
• Generate new business through referrals, networking, agency leads, and outbound outreach.
• Educate clients on Auto, Home, Life, Business, and Specialty insurance products.
• Deliver exceptional customer service before and after the sale.
• Work toward individual and team sales goals.
• Manage client relationships using the CRM system.
• Continue developing sales and insurance knowledge through ongoing training.

Education

California Property & Casualty Insurance License

California Life Insurance License

Tools

CRM System Management

Insurance Product Knowledge

Networking

Job description

• Build relationships with new and existing clients
• Help individuals, families, and business owners find insurance solutions that fit their needs
• Generate new business through referrals, networking, agency leads, and outbound outreach
• Educate clients on Auto, Home, Life, Business, and Specialty insurance products
• Deliver exceptional customer service before and after the sale
• Work toward individual and team sales goals
• Manage client relationships using the CRM system
• Continue developing sales and insurance knowledge through ongoing training

Requirements

• Sales, customer service, retail, banking, hospitality, or other client-facing experience preferred
• Excellent communication and relationship-building skills
• Self-motivated with a positive attitude and strong work ethic
• Comfortable talking with new people and building lasting relationships
• Coachable and eager to learn
• Organized with strong time management skills
• Insurance license preferred, or willingness to obtain one with support
• Bilingual candidates are encouraged to apply
• Ability to commute to the office location regularly
• Active California Property & Casualty Insurance license and active California Life Insurance License are queried as part of the application form

Core Competencies

Demonstrates expertise in building client relationships and delivering exceptional customer service while achieving sales goals. Proficient in educating clients on various insurance products and managing client interactions through a CRM system.

Highest-signal resume keywords

• Insurance License
• Client Relationship Management
• Sales Experience
• Excellent Communication Skills
• Bilingual

Hard Skills

• Insurance Solutions
• Sales Generation
• CRM System Management
• Insurance Product Knowledge
• Networking

Soft Skills

• Relationship Building
• Self-Motivated
• Organizational Skills
• Time Management
• Coachable

Certifications & Qualifications

• California Property & Casualty Insurance License
• California Life Insurance License

Industry Keywords

• Client-Facing Experience
• Customer Service
• Retail
• Banking
• Hospitality