Insurance Sales Agent

Falcon PG • San Diego, CA, US

Posted 1 day ago

Description

Are you a people person with keen listening skills, strong attention to detail, and a knack for navigating the finer details in business or financial plans? If so, we’re looking for you! We are seeking a definitive decision-maker who is eager to connect new, existing, and prospective clients with the insurance program that best meets their individual needs.

Job seekers should be eager yet intuitive communicators with a demonstrated knowledge of different types of insurance policies and excellent organizational skills. If you are looking for a flexible full-time position that offers growth opportunities, significant earning potential, and plenty of variety, start your application today!

Responsibilities

Develop and deliver risk management strategies for each customer based on their risk profile
Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients
Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction
Set meetings with new and potential clients to listen to their needs, taking into account their financial statuses and stage-of-life priorities, and present insurance plan options tailored to their individual circumstances
Ensure bookkeeping systems, sales databases, and customer records are maintained to report progress toward monthly initiatives to stakeholders

Qualifications

Insurance license required
Basic computer skills with proficiency with Microsoft Office suite is necessary
Excellent communication, customer service, analytical, and interpersonal skills are necessary
Demonstrated comprehension of the insurance industry, insurance products, risk management profiles, and associated state and federal regulations
Experience with accounting and or sales lead software is a plus

Compensation

$250,000 at plan earnings

About Falcon PG

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.