Insurance Sales Agent – San Jose, CA
The Insurance Sales Agent at Confidential Client is responsible for evaluating client needs and presenting tailored insurance solutions while maintaining accurate sales records and implementing marketing strategies such as cold calling and networking. This entry-level role emphasizes strong communication and customer service skills, offering comprehensive training and growth opportunities within a reputable financial services company.
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, Sales.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
What You’ll Do
As an Insurance Sales Agent for our confidential client, you will build relationships with prospective and existing customers, assess their financial protection needs, and recommend insurance solutions. This is an entry-level role with training and strong growth potential.
- Spend time listening to existing, new, and prospective clients to evaluate their needs and stage-of-life priorities before presenting insurance plan options
- Maintain accurate records of client interactions, sales activity, and bookkeeping for progress reporting
- Implement outreach and marketing strategies, including cold calling, networking, and referrals, while managing a portfolio of clients
- Tailor risk-management and coverage recommendations to each customer’s individual needs
- Stay current on insurance product, regulatory, and market changes that may affect client portfolios
- Meet and track sales goals and participate in coaching and development activities
Who You Are
- High school diploma required; bachelor’s degree a plus
- Willing to obtain required insurance licensure (company will support licensing)
- Comfortable using sales/CRM and basic accounting tools; proficiency with Microsoft Office
- Strong communication, interpersonal, and analytical skills
- Customer-service oriented with a positive, professional attitude
- Bilingual candidates are encouraged to apply
- Must be legally authorized to work in the U.S. without employer sponsorship (e.g., U.S. citizen, permanent resident, or valid, renewable EAD)
- Candidates located within 30 miles of San Jose, CA will be prioritized for this role
Compensation & Location
- Estimated compensation: $118,500+ annually at plan commission (commission-based pay; actual earnings vary with performance). This posting is for a San Jose, CA-based role. Candidates should be located within ~30 miles of San Jose to be considered.
- Employment type: Full-time
- This role requires or expects successful completion of any state insurance licensing necessary for the position.
About the Confidential Client
Confidential Client provides financial protection and planning solutions through insurance and related products. They invest in training and development to help new agents build long-term, client-centered practices. The team values integrity, service, and steady professional growth.
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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