Insurance Sales Agent

Job Description

Join the team at Giddings Insurance Agency, Inc., where we pair old-fashioned service with a sharp, modern sales operation. As an in‑office Sales Development Agent, you’ll be a key part of our daily activity in our Murrieta, California office working side by side with a focused, driven team. This role is for someone who likes to be in the mix: on the phones, at their desk, in meetings, and fully plugged into the energy of the office.

If you’re enthusiastic, competitive, and enjoy real conversations with real customers, you’ll fit in here. You’ll help guide clients to the insurance solutions that fit their needs, support our producers, and contribute directly to the growth of the agency. Your effort will be visible, your performance will be measured, and your wins will be rewarded with clear opportunities for growth and professional development inside a stable, established local agency.

• Annual Base Salary + Commission + Bonus Opportunities
• Paid Time Off (PTO)
• Mon‑Fri Schedule
• Career Growth Opportunities
• Paid Holidays
• Paid Sick Days
• Hands on Training
• Health Insurance
• Dental Insurance
• Vision Insurance

• Proactively contact warm leads, referrals, and existing clients by phone, text, and email to quote our core Wheels Walls Wealth products (Auto, Home, Umbrella, Life, and related lines).
• Run a structured fact‑finding conversation with every prospect to understand their vehicles, home, family, income, and risk exposure then document everything cleanly in our systems.
• Present clear, protection‑focused coverage options (not just the cheapest price), explain the trade‑offs in plain language, and recommend a game plan that actually protects the client’s lifestyle.
• Identify and close cross‑sell opportunities on every interaction adding umbrellas, additional autos, toys, life insurance, and other supporting policies to strengthen each household’s overall protection.
• Support agency initiatives around coverage reviews and renewals by scheduling and conducting policy review calls that lead to better coverage and increased premium per household.
• Follow our proven call cadences, workflows, and scripts in eAgent/Lead Manager, keeping notes, tasks, and follow‑ups tight and current so no good lead slips through the cracks.
• Partner closely with our Life/Retirement specialist and service team to ensure clean hand‑offs, fast follow‑through, and a consistent "we’ve got you covered" experience for every client.
• Stay sharp on carrier guidelines, underwriting, and product updates especially in the California market so the advice you give is accurate, compliant, and confident.
• Participate in ongoing training, role‑plays, and coaching to refine your sales process, objection handling, and closing skills.
• Consistently hit or beat daily activity targets (calls, quotes, follow‑ups) and monthly production goals (issued policies, multi‑line %, close rate) set by Giddings Insurance Agency, Inc.

• Licensing:
  An active California Property & Casualty License is necessary.
• 2‑Years Allstate Experience needed.
• Communication
  
  Skills:
  
  Excellent verbal and written communication skills are essential.
• Customer‑Centric: A strong commitment to understanding and meeting client needs.
• Remote Work
  
  Skills:
  
  Ability to work independently and efficiently in a fully remote environment.
• Team
  
  Collaboration:
  
  Capable of fostering a positive remote working team environment.
• Technology:
  Proficient with online communication platforms and CRM systems.

At Giddings Insurance Agency, Inc., we believe that securing your future should be an exciting journey, not a daunting task. Our passionate team thrives on providing personalized insurance solutions tailored to your unique needs. With a vibrant culture rooted in community and collaboration, we empower our employees to shine while ensuring exceptional service for our clients. Join us in making a difference, one policy at a time, and be part of a dynamic team that celebrates innovation and adaptability in the ever‑evolving insurance landscape!