Financial Protection Specialist

2 days ago


Petaluma, California, United States Freeway Insurance Services America LLC Full time
Job Overview:

At Freeway Insurance Services America LLC, we are looking for a talented and motivated individual to fill the role of Financial Protection Specialist. This position involves selling non-standard auto insurance policies to new and existing customers.

About the Role:

The successful candidate will possess a Personal Lines or Property and Casualty license (not required), bilingual skills in English and Spanish, sales or customer service experience, and a high school diploma or equivalent. As a Financial Protection Specialist, you will be responsible for soliciting new business, expanding existing customer relationships, and accurately accounting for all currency transactions.

Key Performance Indicators:

* Meet or exceed sales production goals
* Build strong relationships with customers to increase retention rates
* Maintain accurate records of all transactions and deliver deposits to the bank with scanned documentation in the agency management system

Compensation:

This role offers a competitive salary of $50,000 - $110,000 per year, plus comprehensive benefits, paid training and licensing, and a generous retirement plan with company-matched contributions.

Job Description:

As a Financial Protection Specialist, you will work closely with customers to understand their insurance needs and provide personalized solutions. You will also be responsible for staying up-to-date with industry developments and regulatory requirements to ensure compliance.

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