Entry Level Sales Representative, Insurance
Overview
You will own the full sales cycle for new business, selling insurance products via phone, email, and video conferencing at Shannon Fenech Farmers Insurance in San Mateo, California. You will set and hit monthly production goals, generate leads from referrals, and present policy options tailored to client personal goals. Join a close-knit team that values active listening, quick rapport building, and career growth. This role stands out for its flexible schedule and hands-on training with a clear path to career advancement.
What You'll Do8
- 1Meet new business production goals and objectives as established each month.
- 2Prospect and generate new business through lead referral sources, building a pipeline of potential clients.
- 3Maintain phone time and sales quotas as determined by management, with daily outreach.
- 4Present and explain insurance policy options based on prospective client needs and personal goals, matching coverage to fit.
- 5Close sales by overcoming objections and guiding clients to choose the right policy.
- 6Document all client interactions in the CRM, updating records after each call or meeting.
- 7Follow up with leads within 24 hours to nurture relationships and convert prospects.
- 8Collaborate with team leads to refine sales scripts and improve conversion rates.
Requirements7
- 11+ year of sales experience, with a proven track record of meeting quotas.
- 2Active Property Casualty insurance license in California, or ability to obtain within 30 days.
- 3Genuine willingness to learn, be intuitive, resourceful, and coachable.
- 4Career-minded vision, seeking long-term growth in insurance sales.
- 5Strong active listening and rapport-building skills, able to connect with prospects quickly.
- 6Basic computer proficiency with CRM tools and Microsoft Office.
- 7High school diploma or equivalent.
Salary Insight
$60 - $80k per year
Location
Required Skills
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