Demo

Insurance Sales Representative

Richard So-Farmers Insurance Agency
Santa Clara, CA Full Time
POSTED ON 5/6/2026
AVAILABLE BEFORE 6/5/2026

Are you looking to start a sales career or break into the insurance industry? Do you have a deep desire to sell a product that makes a difference in people's lives in a growing industry? Sales is in demand. We have a wonderful career opportunity for a highly motivated and driven individual to excel in our established Agency.

Prior sales or insurance sales experience is a plus, but we are willing to train and invest in the right individual. We provide our new Sales Representatives with ongoing training and support on their path to success so they can best serve our customers! Please APPLY TODAY!


Benefits

Annual Base Salary Commission

Mon-Fri Schedule

Hands on Training

Career Growth Opportunities


Responsibilities
  • Develop insurance quotes, make sales presentations, and close sales.
  • Process customer policy change requests.
  • Secure all Trailing Documents from customers.
  • Treat each customer contact as a cross and up-sell opportunity including financial products.
  • Return all phone messages promptly.
  • Share training and education knowledge and expertise with team members.
  • Thoroughly understand and follow all underwriting, rating and compliance requirements.
  • Maintain knowledge of new products and services.
  • Generating insurance quotes.
  • Provide exceptional customer service and support.
  • Be outstanding at relationship building.
  • Develop and maintain client relationships.
  • Obtain prospects information such as name, address, vehicle information and enter into quote sheets.
  • Follow up with customers to assure satisfaction, respond to queries, solicit further sales, and solve or refer problems.

Requirements
  • Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
  • Possess an upbeat, positive and enthusiastic attitude.
  • Create relationships from a cold start.
  • Be a fantastic presenter.
  • Proficiency to multi-task, follow-thru and follow-up.
  • Excellent Communication/interpersonal skills.
  • Must have ability to multi-task.
  • Must be highly self-motivated.
  • Professional phone etiquette.
  • Follow through and exceed current and prospective client expectations.
  • Great Customer Service Skills.
  • Works well with other employees and is a team player with a positive attitude.
  • Strong work ethic and leadership skills.
  • Be equipped with great listening and closing skills.
  • No insurance experience required but must be willing to learn

Enthusiasm, optimism, and a willingness to see the good in every situation.

Ability to take initiative, be proactive, and think outside the box.

Ability to lead and motivate others, set a good example, and inspire others.

Ability to identify and solve problems, think critically, and make decisions quickly.

Salary : $40,000 - $80,000

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