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Insurance Sales Representative

Placements24 · San Francisco, California · Posted Jun 15, 2026

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About the Role Our client, a well-established insurance agency, is seeking an energetic and driven Insurance Sales Representative to join their team in **San Francisco, California**. This role is integral to expanding the client base and driving sales growth for a range of insurance products. The ideal candidate will be passionate about helping individuals and businesses protect their assets through customized insurance solutions. Responsibilities include prospecting for new clients, presenting insurance policies, and building lasting relationships. This is a fantastic opportunity for a sales-oriented professional to thrive in a bustling urban environment and contribute to a reputable organization in **San Francisco, California**. The position requires a dedicated individual committed to in-office presence and client engagement. Key Responsibilities Actively prospect for new leads through various channels, including networking, cold calling, and referrals. Conduct thorough needs assessments with potential clients to understand their insurance requirements. Present and explain various insurance products, including life, auto, home, and business insurance, in a clear and concise manner. Develop customized insurance proposals and quotes tailored to individual client needs. Guide clients through the application and underwriting process, ensuring a smooth experience. Build and maintain strong, long-lasting relationships with clients through regular follow-ups and exceptional customer service. Achieve and exceed monthly and annual sales targets. Stay updated on industry trends, product offerings, and competitor activities. Collaborate with internal teams to ensure seamless policy issuance and client onboarding. Requirements High school diploma or equivalent; Bachelor's degree in Business, Marketing, or a related field is a plus. Valid California state insurance license (Life, Accident, and Health; Property and Casualty preferred). Minimum of 2 years of experience in sales, preferably within the insurance industry. Demonstrated ability to meet and exceed sales quotas. Excellent communication, interpersonal, and presentation skills. Strong understanding of insurance principles and product offerings relevant to the **San Francisco, California** market. Self-motivated, results-oriented, and able to work independently within an office setting. Proficiency in CRM software and basic computer applications. A passion for helping clients and building trust. Benefits Our client offers a competitive base salary plus an attractive commission and bonus structure, offering significant earning potential. Benefits include comprehensive medical, dental, and vision insurance, a 401(k) savings plan with employer match, and generous paid time off. We provide extensive training and ongoing support to ensure our sales representatives have the tools they need to succeed. Additional benefits include life insurance and disability coverage. This role is based in our **San Francisco, California** office, fostering a collaborative team environment and direct client interaction.

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