Insurance Agent jobs in Oakland, CA

$45,500 at plan commission

• Stay abreast of any changes to rules or policies within the insurance agency to effectively amend insurance programs for existing and prospective clients
• Update reports, records, bookkeeping systems, and other organizational tools to accurately report progress toward monthly insurance sales goals
• Maintain a portfolio of existing customers and pursue insurance sales with new clients by using sales strategies that may include cold calling and networking
• Spend time listening to existing, new, and prospective clients to evaluate their needs and stage-of-life priorities before presenting insurance plan options for their specific circumstances
• Tailor risk management strategies and client profiles to reflect each customer’s individual needs

• Basic understanding of sales lead or accounting software is helpful
• Candidates must have or be willing to get an insurance license
• High school diploma required; bachelor’s degree a plus
• Strong analytical, communication, and interpersonal skills required; customer service experience is a plus
• Candidates must have some computer experience, including the ability to effectively use Microsoft Office programs

26 Years of experience. Married and proud mother of two children. Long time resident of the TriValley area. Graduate of Hayward High and Cal State University Hayward. Passionate about serving the Castro Valley Area and providing Insurance and Financial Services. Focusing on Customer Relocations to California.