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!