Remote Territory Sales Executive
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-01-02
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Sales
Sales Representative, Sales Manager
Overview
The Gilbert Agency is a premier Marketing Organization serving clients and businesses in the financial services market. Designed from the ground up by industry veterans, The Gilbert Agency provides a proven client integration system, digital application processes, and innovative technology to become a leader in the segment. With the driving force of progressive and proprietary technology, a competitive portfolio of services, and state‑of‑the‑art training, The Gilbert Agency has created a company that has become recognized as the innovative leader and preferred provider for its clients and field force.
We’relooking for a highly motivated self‑starter to fill this open position.
The ideal candidate will have a strong customer service background and a passion for helping people with innovative solutions. A successful candidate is able to communicate effectively and build rapport easily with customers and will utilize their experience with customer service and sales with us here. For those who have proven leadership experience, we may find mutual benefit to discuss elevated leadership promotions.
Responsibilities- Acting as a point of contact between clients and the company
- Negotiating terms of sales and agreements and closing sales with customers
- Gathering market and customer information to figure out the client needs
- Responding to client inquiries and resolving their objections to get them to make a purchase
- Advising product development on improvements and discussing special promotions
- Creating proposal documents as part of the sale
- Providing clients with detailed and accurate quotations and cost calculations
Skills and Qualifications
- Excellent verbal and communications kills
- Good listening skills and attention to details
- High level of resilience and the ability to handle objections
- Excellent interpersonal skills and the ability to flourish in a competitive industry
- A great sense of self‑motivation, ambition, and determination
- Ability to achieve desired results both individually and as part of a team
- Preferred previous sales and/or customer service experience
- Good self‑management skills and ability to prioritize tasks effectively
No agent’s success, earnings, or production results should be viewed as typical, average, or expected. Not all agents achieve the same or similar results, and no particular results are guaranteed. Your level of success will be determined by several factors, including the amount of work you put in, your ability to successfully follow and implement our training and sales system and engage with our lead system, and the insurance needs of the customers in the geographic areas in which you choose to work.
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