Sales Representative

The Juris Agency; Oakland (CA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Flexible Schedule

Health Insurance

Dental Insurance

Vision Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Job summary

Mike Clauson Farmers Insurance in Oakland, CA seeks a personable Sales Representative who enjoys meeting new people and solving problems. You’ll help neighbors protect assets and plan for the future in a friendly, professional environment.

Join a supportive team that values transparency, community, and growth. You’ll build relationships, expand our local presence, and guide clients through home, auto, and life insurance options while maintaining thorough records in our CRM.

Qualifications

• Strong track record of meeting or exceeding sales objectives.
• Excellent verbal communication skills with the ability to explain complex concepts clearly.
• Experience utilizing CRM platforms to manage a sales pipeline.
• Capacity to build rapport with diverse clients in the Oakland community.
• Professionalism and attention to detail when managing sensitive client documentation.
• A Property & Casualty license is required.

Responsibilities

• Connect with prospective clients to understand their needs and provide tailored insurance solutions that offer real peace of mind.
• Grow our local presence by identifying new opportunities and building a robust network within the Oakland area.
• Guide individuals through the selection process for home, auto, and life insurance policies.
• Deliver personalized reviews for existing customers to ensure their coverage evolves alongside their life changes.
• Document client interactions accurately within our internal systems to maintain high standards of service.
• Collaborate with the agency team to refine our outreach strategies and share successful tactics.

Skills

Sales achievements

Verbal communication

CRM experience

Relationship building

Attention to detail

Tools

CRM software

Job description

Job Description

At Mike Clauson Farmers Insurance, we believe that insurance is more than just a policy-it is a promise of protection for our neighbors. Located in the heart of Oakland, California, our agency serves as a cornerstone for families and businesses looking for reliability and care. We are growing and looking for a dedicated Sales Representative who genuinely enjoys meeting new people and solving problems. You won't find a rigid, cold corporate atmosphere here. Instead, you will join a supportive team that values transparency, community, and personal growth. Your day-to-day will involve meaningful conversations that impact people's lives, helping them secure their assets and plan for the future. We provide a workspace where your voice matters and your hard work is noticed. If you are an outgoing individual who thrives on building relationships and wants to grow your career in a friendly, professional environment, we would be thrilled to welcome you to our office. Come help us continue our tradition of excellence in Oakland by bringing your unique perspective and passion to our team.

Benefits

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

Responsibilities

Connect with prospective clients to understand their needs and provide tailored insurance solutions that offer real peace of mind.

Grow our local presence by identifying new opportunities and building a robust network within the Oakland area.

Guide individuals through the selection process for home, auto, and life insurance policies.

Deliver personalized reviews for existing customers to ensure their coverage evolves alongside their life changes.

Document client interactions accurately within our internal systems to maintain high standards of service.

Collaborate with the agency team to refine our outreach strategies and share successful tactics.

Requirements

Strong track record of meeting or exceeding sales objectives.

Excellent verbal communication skills with the ability to explain complex concepts clearly.

Experience utilizing CRM platforms to manage a sales pipeline.

Capacity to build rapport with diverse clients in the Oakland community.

Professionalism and attention to detail when managing sensitive client documentation.

A Property & Casualty insurance license is required.