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Insurance Sales Agent

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Onsite

Insurance Sales Agent

Becerra M Consulting

Insurance Sales Agent

Skills

CRMCompliance

3 months ago

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Important information


Contract type:

Permanent, Temporary

Salary:

From $52,000 / year

Location:

Indio, CA, USA

Work mode:

Onsite

Published on:

7 August 2026

What they need


Overview

Base compensation plus commission:

Join our dynamic team as an Insurance Sales Agent and become a vital part of helping clients protect what matters most. In this energetic role, you will leverage your sales expertise and insurance knowledge to connect customers with tailored insurance solutions. Your enthusiasm and communication skills will drive customer engagement, foster long-term relationships, and contribute to our company’s growth. This paid position offers an exciting opportunity to develop your career in the insurance industry while making a meaningful impact on clients’ lives.

Responsibilities

  • Engage with potential clients through outside sales efforts, building rapport and understanding their insurance needs across various product lines including health, life, property, and casualty insurance.
  • Conduct thorough client consultations to explain policy options, coverage details, and benefits clearly and confidently.
  • Negotiate terms and coverage options to meet client needs while aligning with company policies and insurance regulations.
  • Manage sales administration tasks using CRM systems and Microsoft Office tools to track leads, follow-ups, and client information accurately.
  • Develop and maintain strong customer relationships through ongoing communication, providing exceptional customer service and benefits administration support.
  • Analyze client data to identify cross-selling opportunities and tailor insurance packages that maximize client satisfaction.
  • Stay informed about industry trends, insurance regulation changes, and product updates to provide expert advice and maintain compliance.

Skills

  • Proven experience in outside sales, retail sales, or commercial insurance sales with a strong track record of meeting or exceeding targets.
  • Excellent negotiation skills combined with outstanding communication abilities; bilingual proficiency is highly valued.
  • Deep understanding of health, life, property, casualty insurance products, along with knowledge of benefits administration and customer relationship building.
  • Familiarity with insurance regulation standards and compliance requirements within the industry.
  • Proficiency in CRM systems, Microsoft Office Suite (Word, Excel, Outlook), and sales administration tools to streamline workflow.
  • Strong analysis skills for assessing client needs and recommending appropriate coverage options.
  • Exceptional client communication skills with a focus on delivering personalized service that fosters trust and loyalty.

Embark on a rewarding career where your sales talents help clients secure their futures! We are committed to supporting your professional growth through ongoing training, a collaborative environment, and opportunities for advancement in the vibrant world of insurance sales.

Pay: From $25.00 per hour

Benefits:

  • 401(k)
  • Health insurance
  • Paid time off

Experience:

  • Insurance Sales: 2 years (Preferred)

License/Certification:

  • Insurance license (Required)

Work Location: In person

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