What are the responsibilities and job description for the Business Development Representative/Sales Associate position at Pinney Insurance?
Life Insurance Business Development Representative/Sales Associate
Location: Roseville, CA (On-site)
Department: Comprehensive Life / Pinney Insurance
Employment Type: Full-Time | Entry-Level to Mid-Level
About the Role
Pinney Insurance is seeking a motivated, detail-oriented Business Development representative/Sales Operations Associate to join our Comprehensive Life team. This hybrid position combines outbound lead generation with operations support — ideal for someone looking to start or grow a career in the life insurance industry.
Responsibilities
- Make 40 outbound calls daily to consumers and warm leads to generate life insurance opportunities.
- Set appointments and transfer qualified leads to licensed life insurance agents.
- Process incoming and outgoing mail for the Pinney Insurance office (approximately 50% of daily workload).
- Assist with data entry, CRM updates, and lead tracking.
- Collaborate with the Comprehensive Life and marketing teams to improve conversion and call performance.
- Meet daily and weekly activity goals tied to calls, leads, and conversions.
Compensation and Benefits
- Base Salary: $50,000 per year
- Bonus: Performance-based incentives tied to commissions generated from leads
- Training: Paid licensing, onboarding, and sales development
- Career Growth: Path to licensed Life Insurance Sales or Account Management roles
Requirements
- Strong communication and phone skills; comfortable making outbound calls.
- Organized, reliable, and eager to learn the insurance business.
- Basic computer and CRM proficiency (experience with Salesforce or InsureIO a plus).
- Must be local to Roseville, CA (on-site role).
- High school diploma or equivalent required; some college preferred.
- Must obtain a California Life Insurance License within 90 days (paid by company).
Job Type: Full-time
Pay: From $50,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Work Location: In person
Salary : $50,000