Sales Representative

Shannon Fenech Farmers Insurance; San Mateo (CA); On-site; USD 55,000 - 85,000; 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

Shannon Fenech Farmers Insurance in San Mateo seeks a dedicated Sales Representative to grow the local client base and help neighbors protect homes, businesses, and futures. You will act as a trusted advisor, guiding clients through policy options with a personal touch and professional integrity.

You will engage prospects, review client needs, and build a pipeline through proactive outreach, leveraging your knowledge of risk and security to deliver peace of mind in every conversation.

Qualifications

• California Property and Casualty license is required.
• Ability to manage a busy calendar and follow up on leads independently.
• Proficiency using agency management systems and office productivity software.
• Professional verbal and written communication skills are essential.

Responsibilities

• Identify new opportunities for growth by connecting with prospective clients in the San Mateo area.
• Review existing client accounts to ensure appropriate protection for their life stage.
• Guide clients through selecting insurance coverage for real peace of mind.
• Develop and maintain a robust pipeline of sales prospects through outreach.
• Provide clear explanations of policy benefits and premiums.
• Collaborate with the agency owner to track progress toward sales goals.

Skills

Cold calling

Client communication

Time management

Tools

Agency management system

Office productivity software

Job description

Job Description

Welcome to Shannon Fenech Farmers Insurance, where we believe that our work is fundamentally about people and the communities we serve here in San Mateo. We are looking for a dedicated Sales Representative to join our local team, someone who finds genuine satisfaction in helping neighbors protect their homes, businesses, and futures. Here, you will find an environment that celebrates progress and values the personal touch that only an experienced professional can provide. You won't just be moving policies; you will be acting as a consultant who helps our clients navigate the complexities of risk and security. We foster an inviting culture where your voice matters and your success is celebrated. If you are someone who enjoys building real relationships and wants to grow your career within a supportive, stable, and highly regarded agency, you will fit right in with us. We are eager to welcome a new voice to our office who is ready to make a tangible impact on the lives of our clients every single day.

Benefits

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

Responsibilities

• Identify new opportunities for growth by connecting with prospective clients throughout the San Mateo area.
• Review existing client accounts to ensure they have the protection that fits their current life stage.
• Guide individuals through the process of selecting insurance coverage that provides real peace of mind.
• Develop and maintain a robust pipeline of sales prospects through consistent outreach efforts.
• Provide clear explanations of policy benefits and answer questions regarding coverage limits and premiums.
• Collaborate with the agency owner to track progress toward sales goals and refine outreach strategies.

Requirements

• California Property and Casualty insurance license.
• Strong comfort level with cold calling and proactive outreach.
• Demonstrated ability to manage a busy calendar and follow up on leads independently.
• High level of proficiency using agency management systems and office productivity software.
• Professional verbal and written communication skills.