Licensed Insurance Sales Specialist

This is a fully remote position, open to applicants in California.

📋 Description

• Identify and develop new sales opportunities.

• Oversee and nurture existing client relationships.

• Offer risk management solutions tailored to clients of varying sizes.

• Build and create a robust pipeline of potential clients through proactive prospecting, networking, and marketing initiatives.

• Present personalized insurance solutions, including homeowners, auto, umbrella, earthquake, and personal articles floaters.

• Establish and uphold long-term relationships with both new and existing clients.

• Serve as a trusted advisor for clients' personal and family insurance needs.

• Keep clients updated on market trends, emerging risks, and regulatory changes that may impact their insurance requirements.

• Prepare and deliver regular progress reports regarding sales performance and account activities.

• Collaborate with a dedicated service team to manage and enhance ongoing relationships with new clients.

⛳️ Requirements

• Possession of a valid Property and Casualty License.

• Experience in personal lines insurance sales.

• Ability to thrive under pressure in a team setting while effectively prioritizing risks to manage multiple workflows.

• Exceptional interpersonal skills, including strong listening, verbal, and written communication capabilities for effective interaction.

• Solid understanding of homeowners and personal auto coverage.

• Developing knowledge of personal insurance markets to secure new business and comprehend the supplemental insurance landscape.

• Strong sales aptitude.

• Familiarity with AMS 360.

🏝️ Benefits

• Medical insurance

• Dental insurance

• Vision insurance

• Life and AD&D insurance

• FSA / HSA

• Commuter & Child Care FSA

• Cancer Support Benefits

• Pet Insurance

• Accident & Critical Illness

• Hospital Indemnity

• Employee Assistance Program (EAP)

• 11 Paid Holidays

• Flexible PTO

• 401K

• Commission-based earnings linked to production results alongside the base salary