Insurance Sales Representative

Falcon PG • San Diego, CA, US

Posted 5 hours ago

Description

We are seeking a motivated insurance agent with a forward-thinking spirit to identify and convert sales leads for insurance policies while overseeing a robust portfolio of clients. The successful candidate will have served in a related insurance industry role in which he or she cultivated a pool of prospective clients through referrals, networking, cold calls, marketing initiatives, and other proactive sales strategies. If you are an enthusiastic, intuitive, and organized professional who thrives in a multifaceted role, this job is for you! We’ll provide you with the training, mentoring, and support you need to take your earning potential into your own hands. If this sounds like you, apply today!

What to Expect

Access to multiple providers: More flexibility to compare available products and serve different client needs.
Full marketing support: Resources, materials, and guidance to help build your presence and develop your practice.
Managed provider contracting: We handle contracting coordination and provider negotiations on your behalf, reducing the need to manage separate negotiations with each provider.
Practice support: Onboarding, product training, mentorship, case design, application processing, CRM, and administrative assistance.

Responsibilities

Spend time listening to new and potential clients, assess their priorities and finances, and determine suitable insurance plan options that successfully meet their individual insurance needs
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
Remain updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finish
Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders

Qualifications

Candidates must have an insurance license
Demonstrated comprehension of the insurance industry, insurance products, risk management profiles, and associated state and federal regulations
Bachelor’s degree preferred; high school diploma required
Proficiency with accounting or sales-related software is helpful
Excellent communication, customer service, analytical, and interpersonal skills are necessary

Compensation

$170,000 at plan earnings

About Falcon PG

Falcon Pacific Group is a financial services and insurance platform focused on client choice, professional development, and dependable support. Our relationships with multiple providers give professionals the flexibility to compare available offerings and serve a broader range of client needs.

We provide full marketing support, managed provider contracting, and operational resources that help teams focus on relationship development and client service.