Senior Remote Insurance Advisor

Green Insurance Agency; Tustin (CA); Remote; USD 60,000 - 90,000; Full time

Job summary

Green Insurance Agency is seeking an Insurance Agent to work with current and potential clients to tailor policies that meet their needs and budget. The role focuses on fielding client inquiries, presenting options, and supporting new business development through calls and outreach.

The ideal candidate is licensed in California with 5+ years of experience in insurance sales, capable of explaining coverages, maintaining confidentiality, and representing the company professionally in a remote home

Qualifications

• Licensed in California (Required).
• Licensed in additional states (Preferred).
• 5+ years of experience in a similar insurance agent role.
• Intermediate knowledge of insurance policies and practices.
• Ability to positively project the company.

Responsibilities

• Network through a variety of means including daily sales calls to prospective clients, presenting the company, building a profile, providing a value proposition, and documenting results.
• Maintain frequent communications with established/previous customers to identify opportunities for expansion.
• Educate clients on different types of insurance coverage and make recommendations based on their needs.
• Gather, complete, and maintain all insurance documents ensuring client confidentiality.
• Other responsibilities as assigned.

Skills

Licensed California

5+ years experience

Insurance knowledge

Communication skills

Job description

Green Insurance Agency is seeking an Insurance Agent to work with current and potential clients to tailor policies that meet their needs and budget. The role focuses on fielding client inquiries, presenting options, and supporting new business development through calls and outreach.

The ideal candidate is licensed in California with 5+ years of experience in insurance sales, capable of explaining coverages, maintaining confidentiality, and representing the company professionally in a remote home