Duties and Responsible:

• Understand customer needs and provide the best solution on an individual basis

• Generate and qualify leads

• Sell and service insurance policies to leads and other prospects   

• Make sales calls to new and existing clients

• Cross sell policies to existing customers and market to potential customers

• Answer client questions and address concerns, update client’s coverage as needed

• Respond to sales inquiries and concerns by phone, electronically or in person

• Assist clients with claims filings for customers as needed

• Additional duties and responsibilities as needed

 

The ideal candidate will poses the following required skills and traits:

• Ability to be persuasive over the phone

• Positive, driven, focused, energetic and responsive

• Sales driven and goal oriented with a focus on achieving sales success

• Ability to obtain CA Property & Casualty license

• Excellent oral and written communication skills

• Team-oriented, adaptable, coachable, dependable and patient

• Self-starter with the ability to work independently

• Ability to communicate well and earn people’s trust

• Positive “can-do" attitude with a drive to make money and an aptitude for success

• Dependable & liable with strong ethical principles 

• Strong problem solving skills, resourceful

• Proficient in Microsoft office, computers and internet usage

• Passion for educating and helping clients

• Excellent time management and organizational skills

 

Preferred Skills and Traits:

• Bilingual skills English/Spanish

• Prior success in sales

• CA Property & Casualty license

• Prior success in insurance sales

 

What First Affinity can offer:

• Training (learn personal & commercial lines of insurance)

• Coaching and support

• Fun and friendly work environment

• Flexibility work schedule

• Comparative commission schedules $$$