Jobs · Sales · California

Insurance Sales Representative

SalesDraft Talent Agency · Santa Cruz, CA · Today
On-siteSalesFull-time

About the role

Build Trusted Relationships While Helping Clients Protect What Matters Most
Are you passionate about helping people, building lasting relationships, and growing a rewarding career in insurance sales? O'Brien Insurance Agency (OB Insure) is seeking motivated, customer-focused sales professionals to join our growing team.

What You'll Do

  • Possess strong communication and relationship-building skills
  • Be self-motivated with a positive, customer-focused attitude
  • Show professional presentation and consultative sales approach
  • Have excellent organizational and time management skills
  • Work independently while contributing to a collaborative team
  • Maintain an organized sales pipeline and follow up consistently with prospective clients
  • Accurately maintain customer records using agency CRM systems
  • Stay current on insurance products, carrier guidelines, and industry regulations
  • Help clients with various types of insurance including: Auto Insurance, Homeowners Insurance, Life Insurance, Umbrella Insurance, Business Insurance, Workers' Compensation Insurance, Commercial Auto Insurance, General Liability Insurance

Qualifications

  • Required: Strong communication and relationship-building skills, self-motivated with a positive, customer-focused attitude, professional presentation and consultative sales approach, excellent organizational and time management skills, ability to work independently while contributing to a collaborative team, valid driver's license and reliable transportation for meeting clients within your market
  • Preferred: Experience in Insurance Sales, Outside Sales, Business Development, Financial Services, Customer Service, Banking, Retail Sales, Account Management, Real Estate, Consultative Sales, Active Property & Casualty and/or Life & Health Insurance License

Why Join O'Brien Insurance Agency?

  • Family-owned independent agency with decades of experience helping clients protect their homes, vehicles, families, and businesses
  • Believe success is built on trust, personalized service, and long-term relationships
  • Provide the training, support, and collaborative environment needed to help you grow professionally while making a meaningful difference for every client you serve

Apply

If you're ready to build relationships, help clients make informed insurance decisions, and grow your career with a trusted independent agency, we'd love to hear from you. Apply today and join O'Brien Insurance Agency (OB Insure) as an Insurance Sales Representative!

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