Sales Representative

The Juris Agency; Claremont (CA); On-site; USD 35,000 - 52,000; Full time

Benefits offered by this job

Paid Time Off

Flexible Schedule

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Evenings Off

Retirement Plan

Job summary

Cappelletti Insurance Agency seeks an entry-level sales professional to join our growing team in a full-time role. You will schedule appointments and call contacts to generate new insurance quotes and conduct coverage reviews, with part-time options also available for skill-building and commissions.

Responsibilities include soliciting new business by phone, processing policy changes, generating quotes, and developing financial services opportunities while building strong client relationships.

Qualifications

• Be a great self-starter with a sense of urgency.
• Proficiency to multi-task, follow-thru and follow-up.
• Confident, self-starter who works well independently.
• Must be highly self-motivated.
• Property & Casualty license or personal lines license is required.
• Bilingual preferred.

Responsibilities

• Solicits for new business via telephone, networking, and other lead sources.
• Process customer policy change requests.
• Secure all trailing documents from customers.
• Develop new financial services opportunities.
• Ask each customer for referrals and explain our referral program.
• Cross- and up-sell opportunities including financial products.
• Generate insurance quotes.
• Be outstanding at relationship building.

Skills

Sales

Phone outreach

Customer service

Lead generation

Job description

Job Description

Our fast paced, growing insurance office is looking to fill an entry level sales position. This position is full time, scheduling appointments or calling our contacts for new clients needing new insurance quotes or coverage reviews. Part time employment opportunities are also available for sales representatives looking to improve their selling techniques and increase commissions. This position offers a base salary + commission opportunities.. If you have experience in the insurance industry, the Cappelletti Insurance Agency. We challenge you to strive to meet your potential and are looking for someone who has the ambition to thrive. We are a successful insurance agency that is looking to expand their insurance sales team. If you are an energetic professional interested in helping our business grow through outstanding customer experience and insurance sales-driven conversation,.

Benefits

• Paid Time Off (PTO)
• Flexible Schedule
• Hands on Training
• Mon-Fri Schedule
• Career Growth Opportunities
• Evenings Off
• Retirement Plan

Responsibilities

• Solicits for new business via telephone, networking, and other lead sources.
• Process customer policy change requests.
• Secure all Trailing Documents from customers.
• Develop new Financial Services opportunities.
• Ask each customer for referrals and explain our referral program.
• Treat each customer contact as a cross and up-sell opportunity including financial products.
• Generating insurance quotes.
• Be outstanding at relationship building.

Requirements

• Be a great self-starter with a sense of urgency.
• Proficiency to multi-task, follow-thru and follow-up.
• Confident, self-starter who works well independently.
• Must be highly self-motivated.
• Property & Casualty insurance license or personal lines insurance license is required.
• Bilingual is a strongly preferred.