Remote Insurance Sales Representative
Santa Cruz, Santa Cruz County, California, 95061, USA
Listed on 2026-10-05
-
Sales
Insurance Sales -
Insurance
Insurance Sales, Insurance Agent & Advisor, Life Insurance
Full-Time | In-Market Sales | Full Cycle Sales | Performance-Based Compensation | Training & Career Growth
Build Trusted Relationships While Helping Clients Protect What Matters MostAre you passionate about helping people, building lasting relationships, and growing a rewarding career in insurance sales? O'Brien Insurance Agency (OB Insure) is seeking motivated, customer-focused sales professionals to join our growing team.
As an Insurance Sales Representative
, you'll manage the complete sales process—from prospecting and networking within your community to conducting needs-based consultations, presenting customized insurance solutions, and providing ongoing support after the sale. If you enjoy consultative selling and making a positive impact in your community, this is an opportunity to build a meaningful and rewarding career.
Since 1990, O'Brien Insurance Agency has been helping individuals, families, and businesses throughout California's West Coast protect what matters most. As a family-owned independent agency, we work with clients to provide personalized insurance solutions backed by trusted advice, exceptional service, and long-term relationships. We believe insurance should provide confidence—not confusion—and we're committed to helping every client make informed decisions with coverage tailored to their unique needs.
What You'll Do- Prospect and develop new business opportunities within your local market.
- Build relationships through networking, referrals, community involvement, and business development activities.
- Meet with individuals, families, and business owners to evaluate their insurance needs.
- Conduct consultative, needs-based insurance reviews.
- Present personalized insurance solutions based on each client's goals and priorities.
- Guide clients through the entire sales process from initial consultation through policy issuance.
- Build long-term client relationships by delivering exceptional customer service before and after the sale.
- Maintain an organized sales pipeline and follow up consistently with prospective clients.
- Accurately maintain customer records using agency CRM systems.
- Stay current on insurance products, carrier guidelines, and industry regulations.
- Auto Insurance
- Homeowners Insurance
- Life Insurance
- Business Insurance
- Workers' Compensation Insurance
- Commercial Auto Insurance
- General Liability Insurance
Competitive Compensation
- Performance-based compensation
- Opportunities to increase earnings based on individual performance
- Recognition and performance incentives
- Ongoing coaching and mentorship
- Product and sales training
- Supportive leadership committed to your success
- Opportunities for advancement
- Collaborative and team-oriented work environment
- Access to a broad portfolio of insurance solutions through an independent agency
Required
- Strong communication and relationship-building skills
- Self-motivated with a positive, customer-focused attitude
- Professional presentation and consultative sales approach
- Excellent organizational and time management skills
- Ability to work independently while contributing to a collaborative team
- Valid driver's license and reliable transportation for meeting clients within your market
Candidates with experience in the following are encouraged to apply:
- Insurance Sales
- Outside Sales
- Business Development
- Customer Service
- Banking
- Account Management
- An active Property & Casualty and/or Life & Health Insurance License is preferred. Candidates who are willing to obtain the required licensing may also be considered, depending on agency needs.
At O'Brien Insurance Agency, you'll join a family-owned independent agency with decades of experience helping clients protect their homes, vehicles, families, and businesses. We believe success is built on trust, personalized service, and long-term relationships. Our team provides the training, support, and collaborative environment needed to help you grow professionally while making a meaningful difference for every client you serve.
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