Sales Representative, Insurance & Community Outreach
Overview
Own client relationships and community growth for the Doug Runyon District Office in San Ramon. You will build trust with local residents and business owners, match them with insurance products that fit their needs, and grow our presence through networking. Work within a supportive team that values open communication and mutual growth. This role rewards personality, hard work, and a genuine desire to help others prepare for the future.
What You'll Do6
- 1Engage local residents and business owners to uncover their specific needs and goals.
- 2Explain insurance options clearly so clients can make informed decisions about their future.
- 3Build and maintain a schedule for client meetings, follow-ups, and networking events.
- 4Find and pursue new opportunities to expand the office's footprint in the San Ramon community.
- 5Collaborate with team members to share best practices and foster a supportive office culture.
- 6Document every client interaction with accurate detail to enable personalized ongoing support.
Requirements6
- 11+ years in sales or a customer-facing role.
- 2Proven comfort initiating conversations and building rapport with new people.
- 3Self-motivated and able to manage your own day-to-day workflow without supervision.
- 4Valid California driver's license.
- 5Ability to obtain necessary state insurance licenses if not already held.
- 6High school diploma or equivalent.
Salary Insight
$60 - $80k per year
Location
Required Skills
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