Licensed Insurance Advisor — Mon-Fri, Leads & Growth

The Juris Agency; Morgan Hill (CA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

PTO

Hands-on Training

Mon-Fri Schedule

Career Growth

Health Insurance

Leads Provided

Weekly Meetings

Casual Attire

Paid Holidays

Allstate Training

Mentorship

Commissions

Bonus Opportunities

Job summary

Maureen Harris Insurance & Financial Services, an Allstate agency, is seeking a motivated Licensed Insurance Sales professional to join our team. You will act as a trusted advisor, helping families protect what matters most with Allstate products.

You will engage potential clients, explain coverage options, present customized proposals, and process new business applications, while building strong client relationships and working toward agency sales targets.

Qualifications

• Licensed in California Property & Casualty with active status.
• Proven experience in insurance sales or similar client-facing role.
• Strong communication and interpersonal skills.
• Track record of meeting or exceeding sales targets.

Responsibilities

• Engage with potential clients to assess insurance and financial service needs.
• Explain Allstate product options and tailor coverage proposals.
• Prepare and present customized insurance quotes and financial plans.
• Process new business applications accurately.
• Build lasting client relationships and follow up for coverage reviews.
• Collaborate with the team to hit sales targets.

Skills

Sales skills

Client service

Interpersonal skills

Active listening

Prospecting

Education

California Property & Casualty License

Tools

Insurance quoting tools

Job description

Maureen Harris Insurance & Financial Services, an Allstate agency, is seeking a motivated Licensed Insurance Sales professional to join our team. You will act as a trusted advisor, helping families protect what matters most with Allstate products.

You will engage potential clients, explain coverage options, present customized proposals, and process new business applications, while building strong client relationships and working toward agency sales targets.