Insurance Sales Representative

Falcon PG • San Diego, CA, US

Posted 4 days ago

Description

We are eager to take our business to the next level by hiring an experienced insurance agent with a proven track record of maintaining and growing customer portfolios. You’ll hone your sales skills by forging strong relationships that serve as the foundation for our firm’s prestige, and we’ll give you the support you need to reach your earning potential.

Embracing a personal approach to insurance sales gives candidates a leg up in this role, which includes developing strategies for promoting all types of new insurance contracts; making changes or additions to existing ones; and collecting key client information for risk profiles used to identify insurance plans for each unique individual. If you’re up for the challenge, apply now!

Responsibilities

Update bookkeeping systems, customer records, and sales databases to report your monthly and/or quarterly progress to goals to stakeholders
Work with policyholders to develop and deliver risk management strategies that fit their individual profiles
Remain updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finish
Listen attentively to new and potential clients, evaluate their needs and their financial statuses, and propose ideal plan options for their unique circumstances and insurance needs
Devote an unprecedented level of personal attention when implementing a range of effective sales strategies proven to maintain and grow long-term customer base

Qualifications

Strong interpersonal skills, communication skills, customer service skills, and analytical skills are required
Proficiency with accounting or sales-related software is helpful
Proven understanding of the insurance industry including insurance products, risk management and any state and federal regulations
Some computer skills with ability to use Microsoft Office is required
Job seekers must have an insurance license

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.