Insurance Agent
Falcon PG • San Diego, CA, US
Posted 1 hour ago
- Develop risk management strategies for each customer to ensure his or her policy needs are continuously met
- Commit to remaining educated about the various types of insurance, insurance-related protocols, and policy changes to ensure fulfillment of program requirements and ensure our customers are satisfied
- Take ownership of ensuring there are accurate records of all necessary bookkeeping, client, and sales reports in order to track and communicate the status of assigned goals
- Serve as an attentive listener when communicating with new and potential clients in order to accurately identify their unique needs prior to pursuing specific insurance sales
- Offer personal attention when pursuing new clients through various marketing strategies to grow your existing portfolio of policyholders
- Ability to learn and understand state and federal regulations that affect insurance sales, insurance clients, and the insurance industry as a whole
- High school diploma necessary; college degree a bonus
- Candidates must have or be willing to get an insurance license
- Basic understanding of sales lead or accounting software is helpful
- Strong analytical, communication, and interpersonal skills required; customer service experience is a plus
Compensation
$75,000 - $120,000
Growing People. Guiding Futures.
Falcon Pacific Group is a wealth management and insurance organization dedicated to helping individuals, families, and businesses build stronger financial futures through education, thoughtful planning, and trusted guidance.
We believe financial services are about more than numbers—it’s about people, relationships, and making a lasting impact. Our team is built on mentorship, continuous learning, and a commitment to developing professionals who can confidently guide clients through life's most important financial decisions.
At Falcon Pacific Group, we provide the training, resources, and support needed for financial professionals to grow their careers while helping others protect what matters most and achieve their goals.
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