Licensed Insurance Sales & Community Advisor

Shannon Fenech Farmers Insurance; San Mateo (CA); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Flexible Schedule

Health Insurance

Dental Insurance

Vision Insurance

Mon-Fri Schedule

Hands on Training

Career Growth Opportunities

Job summary

Shannon Fenech Farmers Insurance in San Mateo, CA is seeking a friendly Sales Associate to join our locally focused team. You will listen to community members, offer suitable coverage options, and review policies to keep client protection up to date.

This role emphasizes conversation over cold calls and building lasting relationships in the San Mateo area. You will be part of a supportive office where your input matters, you will maintain client records precisely, and you will grow with hands-on

Qualifications

• California Property & Casualty insurance license.
• Strong computer skills and comfort navigating multiple digital systems.
• Excellent verbal communication skills with the ability to explain complex details simply.

Responsibilities

• Connect with local community members to understand their insurance needs and provide meaningful coverage options.
• Guide prospective clients through our various policy offerings, ensuring they feel confident in their decisions.
• Reach out to current policyholders to review their protection plans and suggest helpful updates.
• Maintain accurate records of client interactions to ensure personalized, ongoing service.
• Collaborate with the rest of the office to meet our shared goals for growth and community support.
• Learn and adapt to new insurance regulations and product launches to provide the most current advice.

Skills

Verbal communication

Computer skills

Relationship building

Job description

Shannon Fenech Farmers Insurance in San Mateo, CA is seeking a friendly Sales Associate to join our locally focused team. You will listen to community members, offer suitable coverage options, and review policies to keep client protection up to date.

This role emphasizes conversation over cold calls and building lasting relationships in the San Mateo area. You will be part of a supportive office where your input matters, you will maintain client records precisely, and you will grow with hands-on