Sales Insurance Specialist

7 days ago


Indio, California, United States Kallay Insurance Agency Full time
Role Summary

Kallay Insurance Agency is looking for a skilled Insurance Sales Representative to join our team in Bermuda Dunes, California. Your primary responsibility will be to build relationships with potential clients, assess their insurance requirements, and offer personalized solutions.


Main Responsibilities
  • Client Outreach: Establish rapport with potential clients through proactive communication about their insurance needs.
  • Needs Analysis: Evaluate clients' current coverage and financial situation to offer bespoke insurance solutions.
  • Policy Presentation: Clearly present insurance policy options and benefits to clients, ensuring they have a comprehensive understanding.
  • Sales Performance: Consistently meet or exceed sales targets while maintaining high client satisfaction levels.
  • Documentation: Prepare and submit accurate and complete documentation for each policy.
  • Follow-up: Regularly follow up with clients to keep them informed and engaged with their insurance plans.

Compensation Package

The compensation package includes an annual base salary of $60,000 plus commission and bonus opportunities.



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