Insurance Account Position - Confidential Client Team Member
The Bilingual Spanish Sales Representative at Confidential Client is responsible for engaging with a diverse clientele in both English and Spanish to develop new business and maintain existing client relationships. This role involves recommending appropriate insurance and financial products, participating in community outreach, and working closely with leadership for training and mentorship. The position offers a supportive environment with opportunities for professional growth, licensing support, and a competitive compensation structure.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Insurance & Financial Services.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
What You’ll Do
- Engage with prospects and clients in both English and Spanish to identify needs and recommend insurance and financial products.
- Prospect, generate leads, and follow up to build a pipeline and convert new business.
- Prepare quotes and proposals for auto, home, renters, condo, business, life, health, and other products.
- Maintain and grow an assigned book of business through renewals, cross-selling, and bundling.
- Support community outreach, client events, and local marketing initiatives to drive awareness and referrals.
- Work closely with agency leadership and experienced agents for training, mentorship, and career development.
- Learn, obtain, or maintain required insurance licenses (P&C, Life, Health) and complete ongoing education requirements.
Compensation & Benefits
- Competitive base salary plus commission/bonus structure — $40,000 to $55,000 per year.
- Opportunity for strong income growth through sales performance.
- Company vehicle (where applicable) and performance-based bonuses.
- Training, licensing support, and ongoing professional development.
- Multilingual, multicultural work environment and supportive mentorship.
- Flexible schedule (may include some evenings/weekends for events).
What We’re Looking For
- Fully bilingual in Spanish and English (spoken and written) — required.
- Comfortable in a client-facing sales role with strong communication and presentation skills.
- Energetic, self-motivated, goal-oriented, and organized with good time-management.
- Tech-savvy: comfortable using CRM tools, digital outreach, and preparing quotes.
- Valid driver’s license and reliable transportation.
- Willingness to obtain or maintain necessary insurance licenses (P&C, Life/Health).
- For entry-level candidates: eagerness to learn — training and licensing support provided.
- For experienced candidates: proven sales track record in insurance, financial services, or related fields is a plus.
Qualifications
- Bilingual Spanish & English (required).
- High school diploma required; Bachelor’s degree preferred (business, finance, communications a plus).
- Prior sales, customer service, or client-relations experience is helpful but not required for new grads.
- Must be legally authorized to work in the United States.
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
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