Sales Associate

Wallace Wong-Farmers Insurance; Pleasanton (CA); On-site; USD 52,000 - 68,000; Full time

Benefits offered by this job

Paid Time Off

Flexible Schedule

Health Insurance

Dental Insurance

Vision Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Job summary

Wallace Wong-Farmers Insurance in Pleasanton is seeking a motivated Sales Associate to engage with local residents, assess their needs, and guide them to suitable home, auto, and life insurance options. You will build community connections, maintain client records, and collaborate with the agency owner to reach sales goals while staying compliant and customer-focused.

This role emphasizes a flexible yet disciplined schedule, PTO, and hands-on training in a supportive, neighborhood-centered

Qualifications

• Property and Casualty Insurance License.
• Demonstrable history of successfully managing sales pipelines and client relationships.
• Strong comfort level with public speaking and community networking.
• Proficiency in Microsoft Office Suite and basic agency management software.
• Exceptional attention to detail regarding policy documentation and regulatory compliance.

Responsibilities

• Meet with potential clients to evaluate their current insurance coverage and identify areas for improvement.
• Develop and execute local outreach strategies to connect with families and businesses in the Pleasanton area.
• Guide individuals through the process of selecting home, auto, and life insurance policies that provide true peace of mind.
• Maintain accurate client records and ensure all policy updates are handled with care and precision.
• Collaborate with the agency owner to track performance goals and refine sales tactics.
• Provide ongoing support to current policyholders, answering questions and adjusting coverage as their lives evolve.

Skills

Public speaking

Community networking

Sales pipeline management

Client relationships

Microsoft Office Suite

Agency management software

Attention to detail

Tools

Microsoft Office Suite

Agency management software

Job description

Job Description

At Wallace Wong-Farmers Insurance, we believe that insurance is about more than just premiums and policies; it is about being a steady partner for our neighbors in Pleasanton. When you walk through our doors, you are not just an employee; you are a vital part of a community-focused team dedicated to helping people protect what matters most to them. We pride ourselves on creating an atmosphere that is supportive, encouraging, and centered around real human connection. We are currently looking for a motivated Sales Associate who shares our passion for helping others and wants to build a meaningful career in the heart of our community. You will have the opportunity to engage with local residents, learn their unique stories, and provide the clarity they need to make smart decisions for their future. If you are someone who enjoys building authentic relationships, thrives on setting your own pace, and loves making a tangible difference in people’s lives, we would love to welcome you to our office and help you grow alongside us.

Benefits

• Paid Time Off (PTO)
• Flexible Schedule
• Health Insurance
• Dental Insurance
• Vision Insurance
• Hands on Training
• Mon-Fri Schedule
• Career Growth Opportunities

Responsibilities

Meet with potential clients to evaluate their current insurance coverage and identify areas for improvement.

Develop and execute local outreach strategies to connect with families and businesses in the Pleasanton area.

Guide individuals through the process of selecting home, auto, and life insurance policies that provide true peace of mind.

Maintain accurate client records and ensure all policy updates are handled with care and precision.

Collaborate with the agency owner to track performance goals and refine sales tactics.

Provide ongoing support to current policyholders, answering questions and adjusting coverage as their lives evolve.

Requirements

Property and Casualty Insurance License.

Demonstrable history of successfully managing sales pipelines and client relationships.

Strong comfort level with public speaking and community networking.

Proficiency in Microsoft Office Suite and basic agency management software.

Exceptional attention to detail regarding policy documentation and regulatory compliance.