Insurance Sales Producer

4 days ago


San Jose, California, United States Pinnacle One Insurance Services, Inc. Full time
Job Opportunity at Pinnacle One Insurance Services, Inc.

We are seeking a highly motivated and results-driven Insurance Sales Producer to join our dynamic team at Pinnacle One Insurance Services, Inc. in San Jose, California. As a leading agency in the region, we are committed to providing exceptional service and tailored insurance solutions to our valued clients.

Key Responsibilities:

  • Achieve sales goals and measurables by writing new property and casualty insurance from leads provided by the agency.
  • Ensure consistent application of the Gardella Agency Sales Process with all prospects.
  • Manage a pipeline in the CRM and follow up with all prospects accordingly.
  • Ensure accurate underwriting and timely receipt of documents from prospects.
  • Demonstrate expertise in new products and rules for the insurance industry.
  • Deliver exceptional service before and after the sale to ensure client satisfaction and retention.

Requirements:

  • Possess a valid California Life and Health Insurance license or willingness to obtain one within a specified timeframe.
  • Demonstrated success in sales roles, preferably within the insurance industry, showcasing strong prospecting and closing skills.
  • Excellent verbal and written communication skills, with the ability to explain complex insurance concepts.
  • Motivated by achieving and surpassing sales targets, with a track record of driving revenue growth through strategic sales initiatives.
  • Collaborative and team-oriented individual who thrives in a supportive work environment.
  • Maintain a high level of professionalism, integrity, and ethical conduct in all interactions.

Benefits:

  • Annual Base Salary + Commission + Bonus Opportunities
  • Paid Time Off (PTO)
  • Health Insurance
  • Vision Insurance
  • Dental Insurance
  • Life Insurance
  • Hands on Training
  • Tuition Reimbursement
  • Mon-Fri Schedule
  • Retirement Plan
  • Evenings Off

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