Outside Sales Representative
4 weeks ago
Join Pinnacle One Insurance Services, Inc., a leading agency in the vibrant city of San Jose, California. Our team is dedicated to delivering exceptional service and building lasting relationships with our clients.
We are currently seeking an Sales Representative to join our dynamic team. In this role, you will be responsible for engaging with potential clients, educating them on insurance solutions, and guiding them through the process of selecting the most suitable coverage options. You will be an integral part of our mission to protect and support our clients when they need it the most.
If you are passionate about sales, driven by client satisfaction, and eager to grow within a reputable insurance agency, Pinnacle One Insurance Services, Inc. is the place for you. Come be a part of our dedicated team and be the reason our clients feel secure and valued.
Benefits
Annual Base Salary + Commission + Bonus Opportunities
Paid Time Off (PTO)
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Hands on Training
Tuition Reimbursement
Mon-Fri Schedule
Retirement Plan
Evenings Off
Responsibilities
- Achieve goals and measurables by writing new property and casualty insurance from leads that are provided by the agency.
- Ensure that the Gardella Agency Sales Process is followed on a consistent basis with all prospects.
- Accountable for managing a pipeline in the CRM and following up with all prospects accordingly.
- Responsible for accurate underwriting.
- Ensure all documents are received and e-signed by prospects that have purchased insurance.
- Demonstrate competency and knowledge of new products & rules for our industry.
Requirements
Licensing: Must have a valid California Insurance License or the willingness to obtain one.
Experience: Demonstrated success in sales, preferably in the insurance industry or a related field.
Interpersonal Skills: Strong interpersonal and communication skills with the ability to build rapport and trust with clients.
Goal-Oriented: Self-motivated individual with a drive to achieve and exceed sales targets and performance metrics.
Detail-Oriented: Ability to accurately assess client needs, analyze data, and recommend appropriate insurance solutions.
Professionalism: Maintain a high level of professionalism, integrity, and ethical conduct in all interactions with clients and colleagues.
Pinnacle One Insurance's core values are having a positive mindset, being customer-focused, coachable, self-driven, and a team player. We lead with these core values every day which allows our team members to genuinely enjoy being a part of the agency and their team in order to provide excellence for our clients and each other.
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