Insurance Sales Agent
California, United States
- Experience
- 7–13 years
- Employment
- Part-time
- Work mode
- Hybrid
- Salary
- Not disclosed
- Deadline
- Apply by 1 Nov 2026
- Posted
- 2026-01-07
Required skills
| Skill | Experience | Level |
|---|---|---|
| Insurance Sales/Marketing | 7+ years | Not specified |
| CRM | 1+ years | Not specified |
| Compliance Management | 4+ years | Intermediate |
About the role
As an Insurance Sales Agent at Zero Indus (Test), you will become an integral part of a dynamic team dedicated to delivering comprehensive insurance solutions that protect individuals and businesses alike. In this role, you will engage directly with clients to understand their unique risk profiles, guide them through policy options, and provide personalized recommendations that meet their needs. You will thrive in a collaborative environment where knowledge sharing and mentorship are encouraged, allowing you to continuously refine your sales techniques and stay abreast of industry developments. The position offers ample opportunities for professional growth through ongoing training, access to advanced sales tools, and exposure to a diverse portfolio of insurance products. Your contributions will directly influence customer satisfaction and the company's reputation for reliable, trustworthy service.
Requirements:
- 7–13 years of proven experience in insurance sales or a related financial services field.
- Strong understanding of various insurance products, underwriting guidelines, and regulatory compliance.
- Excellent communication, negotiation, and interpersonal skills to build lasting client relationships.
- Proficiency with CRM software (e.g., Salesforce, HubSpot) and Microsoft Office Suite.
- Relevant insurance licenses or certifications (e.g., State Insurance License, CPCU).
- Self‑motivated, goal‑oriented mindset with a track record of meeting or exceeding sales targets.
Roles and Responsibilities:
- Identify and prospect potential clients through cold calling, networking events, and referrals.
- Conduct thorough needs assessments to recommend appropriate insurance policies.
- Present and explain policy features, benefits, and costs clearly to clients.
- Maintain accurate client records and update the CRM system regularly.
- Collaborate with underwriting, claims, and support teams to ensure seamless service delivery.
- Achieve individual and team sales targets while adhering to company standards.
- Participate in regular training sessions and industry seminars to stay current on market trends.
- Provide post‑sale support, including policy reviews, renewals, and handling inquiries.
Budget:
- Job Type: partTime
- Salary Type: day
- Maximum Budget: $290 USD
- Experience Range: 7 to 13 years