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Bongiorno Pest Pros

Licensed Branch 2 Field Representative

Career Insights for Insurance Sales Agent (General)

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Based on California data

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What they do

An Insurance Sales Agent sells insurance to customers, working on behalf of an insurance company or independent insurance agent. Evaluates the insurance coverage needed by a customer and proposes insurance packages and prices. May specialize in one line of insurance such as life insurance. May provide first point of contact for customers filing insurance claims.

$61,116 / year median in California

-6% projected decline

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Job Description

Licensed Branch 2 Field Representative Bongiorno Pest Pros Oakley, CA Job Details Seasonal | Full-time $25 - $30 an hour 1 day ago Qualifications Bilingual Customer communication Financial sales Microsoft Excel Customer relationship building Microsoft Outlook Commercial insurance knowledge Multilingual Sales analysis Health insurance policy knowledge Client rapport building In-person customer service Life insurance knowledge Sales data analysis Client database systems Insurance regulation Client retention Industry trends Customer engagement Sales management systems proficiency Activity sales targets Health insurance sales CRM system proficiency Insurance sales Sales automation technologies Technical Proficiency Sales data tracking Full Job Description Job Summary We are seeking a dynamic and motivated Licensed Branch 2 Field Representative to join our team! In this energetic role, you will be the face of our organization in the community, engaging with clients and prospects to promote our insurance products and services. Your expertise in outside sales, negotiation, and customer relationship building will drive growth and foster lasting connections. As a licensed professional, you will navigate insurance regulations and utilize your multilingual skills to serve diverse client needs effectively. This position offers an exciting opportunity to make a meaningful impact while advancing your career in a fast-paced, supportive environment. Duties Conduct outside sales activities by visiting prospective and existing clients to promote insurance products including health, life, property, and casualty coverage Build strong customer relationships through personalized communication and exceptional service, ensuring client satisfaction and retention Negotiate policy terms with clients, explaining benefits and coverage options clearly to meet their individual needs Manage sales administration tasks such as CRM system updates, documentation, and benefits administration records Analyze client data to identify opportunities for cross-selling or upselling insurance solutions that align with their financial goals Stay informed about insurance regulations and industry trends to ensure compliance and provide accurate information to clients Collaborate with team members across departments to streamline processes and enhance overall customer experience Requirements Valid license for Branch 2 insurance representation or equivalent certification in insurance sales Proven experience in outside sales, retail sales, or insurance sales with a track record of meeting or exceeding targets Strong negotiation skills combined with excellent communication abilities in multiple languages (bilingual/multilingual preferred) Knowledge of commercial insurance, health insurance, life insurance, property casualty insurance, and benefits administration Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and CRM systems for sales tracking and client management Analysis skills to interpret client data and market trends effectively Customer service expertise with a focus on building long-term client relationships Understanding of insurance regulation standards and compliance requirements Join us as a Licensed Branch 2 Field Representative where your enthusiasm for sales combined with your technical knowledge will help us grow while providing valuable solutions to our clients. We are committed to supporting your professional development through ongoing training and a vibrant team environment.
Pay:
$25.00 - $30.00 per hour
Work Location:
In person