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Membership & Insurance Sales Agent. Job in Lompoc Gr8Jobs
Job Description
The Auto Club of Southern California is seeking a Sales Agent to grow membership and insurance sales in our Finance & Insurance business. In this member-focused, consultative role, you will generate and follow up on leads, assess member needs, and recommend auto, home, and related insurance and financial solutions. You'll prepare accurate quotes, complete applications, and ensure compliance with state and company guidelines. Working in a collaborative, service-driven culture, you'll receive training, tools, and career-growth opportunities while helping protect our members and their families. Responsibilities Prospect, contact, and qualify potential members and clients through inbound and outbound channels. Present and explain auto, home, and related insurance and financial products to meet member needs. Prepare quotes, complete applications, and bind coverage in compliance with regulations and company policies. Manage and grow a sales pipeline using CRM tools to track leads, follow-ups, and conversions. Meet or exceed monthly and quarterly sales, retention, and cross-sell targets. Deliver high-quality, member-focused service, ensuring clear communication and timely follow-up. Collaborate with branch, service, and underwriting teams to resolve member issues and finalize policies. Stay current on product updates, underwriting guidelines, and industry/Regulatory changes. Participate in ongoing training, coaching, and performance reviews to continuously improve results. Represent Auto Club of Southern Calif in a professional manner at member and community events. Required Skills Insurance product knowledge (auto/home) Cold calling and lead generation Consultative sales techniques Customer relationship management (CRM) Policy quoting and binding Needs-based financial analysis Territory and pipeline management Negotiation and closing skills Regulatory and compliance awareness (insurance/finance) Microsoft Office and basic digital tools