Sales Assistant

Comparion Insurance Agency; San Diego (CA); On-site; USD 40,000 - 48,000; Full time

Job summary

Comparion Insurance Agency is seeking a Sales Assistant to support on-site sales efforts in San Diego, CA. This full-time role involves preparing quotes, organizing client data, and following up with customers to ensure smooth service and timely paperwork.

The ideal candidate will have strong communication, basic sales skills, and excellent organization. On-site work, team collaboration, and familiarity with CRM systems are expected.

Qualifications

• Candidates should possess strong interpersonal skills and a customer service mindset.
• Clear verbal and written communication skills are essential.
• Basic sales abilities and comfort discussing insurance solutions.
• Solid organization skills and attention to detail.
• Basic computer proficiency and familiarity with CRM or office software.
• Ability to work on-site in San Diego, CA and collaborate within a team environment.
• Prior experience in insurance, financial services, or a customer-facing role is beneficial.
• High school diploma or equivalent required; additional education or relevant certifications are a plus.

Responsibilities

• Prepare quotes and organize client information for sales agents.
• Respond to customer inquiries and schedule appointments.
• Process documentation and maintain accurate records in agency systems.
• Collaborate with sales teams to support sales goals and create a welcoming office environment.

Skills

Interpersonal skills

Customer service mindset

Verbal communication

Written communication

Sales abilities

Organization

Attention to detail

Education

High school diploma or equivalent

Relevant certifications (nice to have)

Tools

CRM software

Office software

Job description

Company Description Comparion Insurance Agency is a nationwide insurance provider with local agents across the country who offer coverage recommendations tailored to where clients live. The agency handles research and presents customers with a range of insurance options from trusted national and regional partners. Its licensed and highly trained agents specialize in all major lines of insurance, including auto, home, boat, jewelry, and more. Comparion focuses on personalized coverage that aligns with each customer’s needs and budget, aiming to deliver clear choices and dependable service.

Role Description The Sales Assistant role is a full-time, on-site position based in San Diego, CA. In this role, the Sales Assistant supports sales agents by preparing quotes, organizing client information, and assisting with follow-up communications. Daily tasks include responding to customer inquiries, scheduling appointments, processing documentation, and maintaining accurate records in agency systems. The Sales Assistant helps coordinate multiple insurance product offerings, ensures timely completion of paperwork, and contributes to a professional and welcoming office environment. This position collaborates closely with sales teams to enhance customer experience and support overall sales goals.

Qualifications

• Candidates should possess strong interpersonal skills and a customer service mindset.
• Candidates should possess clear verbal and written communication skills.
• Candidates should possess basic sales abilities and comfort discussing insurance solutions.
• Candidates should possess solid organization skills and attention to detail.
• Basic computer proficiency and familiarity with CRM or office software.
• Ability to work on-site in San Diego, CA and collaborate within a team environment.
• Prior experience in insurance, financial services, or a customer-facing role is beneficial.
• High school diploma or equivalent required; additional education or relevant certifications are a plus.