Property And Casualty Insurance Sales Agent

Allco Fullerton Insurance Agency
Fullerton, CA Full Time
POSTED ON 3/24/2024
**Rewritten Job Description:** Allco Fullerton Insurance Agency is in search of a skilled Personal Lines Property & Casualty Insurance Sales Agent to join our team in Fullerton, CA. In this role, you will offer informative guidance and tailored insurance solutions to meet the needs of our clients with the kindness of a mentor. You will have the opportunity to earn generous commissions and access a wide range of provider plans. If you are a driven, results-oriented individual with a passion for delivering excellent customer service and building relationships with our clients and potential customers, then this position is perfect for you. We provide competitive salaries, ongoing support and training, and the chance to be a part of a dedicated team of professionals.Compensation:

$50,000 - $70,000 yearly

Responsibilities:

Proactively Build Client Relationships:

  • Take the lead in establishing meaningful connections with potential clients and guide them through the insurance enrollment process.

Energetic Sales Outreach:

  • Engage in dynamic cold calling and/or door-to-door prospecting efforts to introduce and sell insurance solutions.

Goals Oriented Efforts:

  • Set and meet key performance metrics in order to support the growth and success of the agency.

Efficient Documentation and Data Entry:

  • Ensure seamless and accurate completion of all required forms and data input into our software system once a product is successfully sold.

Upsell and Expand Coverage:

  • Develop existing client relationships by offering a range of additional insurance options to meet their evolving needs.

Collaborate for Success:

  • Work closely with our dedicated Service team members to finalize the sales transactions initiated by their efforts, ensuring a seamless customer experience.

Invest in Continuous Learning:

  • Pursue ongoing educational opportunities to enhance your product knowledge and sales expertise, enabling you to excel in this dynamic field.

Qualifications:

Exceptional Communication Mastery:

  • Possess outstanding verbal and written communication skills, capable of effectively conveying complex ideas with clarity and precision.

Polished and Confident Presence:

  • Exude a professional and self-assured demeanor, both in person and over the phone, projecting an image of competence and credibility.

Sharp Professional Attire:

  • Maintain a sophisticated and polished wardrobe that complements your role as a trusted representative of our organization.

Initiative and Resilience:

  • Demonstrate a strong self-starter mentality, coupled with the resilience to persevere and thrive, even in the face of rejection.

Confidence, Energy, and Enthusiasm:

  • Radiate confidence, enthusiasm, and boundless energy, infusing a positive atmosphere into every interaction. A sense of humor adds a welcoming touch.

Tech Savvy with Microsoft Suite:

  • Exhibit proficiency in Microsoft Word and Outlook, streamlining tasks and communications for maximum efficiency.

Sales Software Proficiency:

  • Be well-versed in various sales software platforms, leveraging technology to enhance your sales strategies and effectiveness.

Exemplary Personal Qualities:

  • Embody a diverse range of exceptional personal qualities, including patience, respectfulness, reliability, trustworthiness, friendliness, supportiveness, articulateness, kindness, ethics, and unwavering honesty.

About Company


At our insurance agency, we foster a tight-knit, purpose-driven team committed to creating meaningful, positive impacts on the lives of individuals, families, and small businesses. Our foundation rests on the bedrock of strong relationships—among our team members, with our valued clients, potential clients, our vibrant community, and the trusted insurance companies we partner with. As an independent agency, we firmly uphold a client-centric philosophy, prioritizing our clients' needs above all else, ensuring they receive tailored insurance solutions that truly meet their unique requirements. If you're seeking a career with purpose, the opportunity to build enduring connections, and the chance to put clients first, we invite you to join our dedicated team. Together, we'll make a lasting impact.

Salary.com Estimation for Property And Casualty Insurance Sales Agent in Fullerton, CA
$85,550 to $121,223
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