Position: Insurance Agent/CSR/Broker/Tax Prep
We are looking for a dynamic individual to join our team! In this role, you will be responsible for expanding our company’s book of business by selling a variety of insurance policies to both new and existing clients.
Key Highlights:
No prior insurance experience required: We provide comprehensive training
Licensing support: We assist you in obtaining your license from the CA Department of Insurance and CTEC (Registered Tax Preparer)
Benefits: range from your health and well-being
Join us and embark on a rewarding career path!
Responsibilities:
Sales: Present and sell various types of insurance policies to new and existing clients.
Client Solutions: Develop and calculate suitable plans based on clients’ needs.
Customer Service: Resolve client inquiries and complaints efficiently.
Networking: Expand business reach through effective networking techniques.
Compliance: Ensure adherence to insurance standards and regulations.
Follow-ups: Track and identify areas for improvement and follow up with existing clientele.
Qualifications:
Proficiency with computers (Microsoft Excel, Word). Excellent written and verbal communication skills (bilingual in English and Spanish preferred). Prior customer service experience. Strong ability to prioritize and multitask. Flexible schedule availability. Reliable transportation.
Job Type: Permanent
Pay: $45,000.00 - $110,000.00 per year
Benefits:
401(k)
Dental insurance
Flexible schedule
Health insurance
Paid time off
Vision insurance
Supplemental Pay:
Bonus opportunities
Commission pay
Ability to Relocate:
San Diego, CA 92115
Work Location: In person