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Insurance Sales Agent. Job in Oceanside Gr8Jobs
Job Description
The Auto Club of Southern California is seeking a motivated Sales Agent to promote our insurance and financial products while growing membership. In this member-focused role, you will generate and follow up on leads, conduct needs-based consultations, and recommend auto, home, and related coverage that supports safety and financial security. You'll quote and bind policies in compliance with state regulations, document all activity in CRM systems, and collaborate with service teams to ensure an excellent member experience. We offer structured training, career growth opportunities, and a supportive, integrity-driven culture dedicated to helping our communities on and off the road. Responsibilities Prospect and qualify new members and customers through inbound and outbound channels. Conduct needs-based consultations and present Auto Club insurance and financial products. Prepare quotes, explain coverage options, and bind policies in compliance with regulations. Meet or exceed individual and team sales, retention, and revenue goals. Maintain accurate records in CRM and follow up on leads and referrals. Educate members on additional services, membership benefits, and cross-sell opportunities. Collaborate with service and claims teams to ensure a positive member experience. Participate in ongoing sales, product, and compliance training. Required Skills Insurance sales Lead generation Prospecting Customer relationship management (CRM) Needs analysis Policy quoting and binding Cold calling and follow-up Territory management Regulatory and compliance knowledge (insurance/finance) Microsoft Office/office productivity tools
Benefits
- Dental Insurance
