Summary:

Do you thrive in a people-centered culture that thrives on high performance? Do you want to be a part of one of the fastest-growing insurance agencies in California? We are JWP Insurance Agency, a proud member of the Farmers Insurance Group. Our rapidly expanding agency seeks two in-office Client Development Representatives (CDR) to join us in Ontario, CA. This position does not require a license. This is an excellent career exploration opportunity for anyone who wants to enter the insurance industry.

A Day in the Life of a Client Development Representative (CDR):

1. Start each day with a team huddle in the office.
2. Assist the sales team by calling those who requested a quote. Once on the phone, transfer them to an Insurance Sales Advisor.
3. Ensure all prospects have a fantastic experience.
4. Provide strategic insight as we collaborate to exceed clear targets.
5. Celebrate every teammate's success.

Why work at JWP Insurance Agency?

• Culture: The owner is a former collegiate athlete and coach who has developed a culture that thrives under pressure. We embrace our team as a collection of individuals with unique strengths. We hold ourselves accountable and believe in continuous improvement. We celebrate our wins and learn from our challenges. 
• Training: We offer significant training resources to support a quick and successful start. After onboarding, we provide ongoing coaching and skill development while learning from each other.
• Objectives: We have clearly defined individual, team, and agency objectives. Everyone knows their stats and the score of the game. 
• Compensation: We believe in competitive pay for competitive performance. Each employee has an hourly wage, commission, and bonuses. 
• Career Growth: You are encouraged to reach your personal and professional goals. We believe in developing your God-given talents and abilities. Therefore, we identify and cultivate each individual’s strengths to become leaders and managers within our agency. This role has immediate options after gaining their insurance license.

Salary Range: $43,800.00 - $56,400.00 per year

Benefits

Annual Base Salary + Commision + Bonus Opportunities

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

• Ability to work in our office, Monday through Friday, from 8:30 AM to 5:30 PM
• Must be coachable, adaptable, and dependable 
• Act with integrity and own your actions
• Ability to work collaboratively in a team environment
• Demonstrate determination to achieve objectives and meet or exceed team goals
• Use empathy and compassion when engaging with colleagues
• Embrace and overcome objections and obstacles

1. Generate Live Leads: Call prospective clients who have requested an insurance quote and then transfer them to our sales team.  
2. Client Experience: Ensure each prospect has an outstanding experience and assists with questions or objections, acting empathetically and professionally.
3. Documentation: Record all client interactions and engagement in the CRM system to maintain accurate and up-to-date records.
4. Development and Collaboration: Participate in daily team huddles, celebrate team successes, contribute strategic insights, and continuously improve skills through ongoing learning.
5. Accountability: Work with integrity, maintain a collaborative team approach, and persevere in overcoming challenges to meet or exceed team objectives.
6. Adaptability and Growth: Be open to coaching, continuously adapt to challenges, and pursue career advancement by developing your unique skills.

At JWP Insurance Agency, we aim to simplify insurance through expert guidance, education, and exceptional client service. Our mission is delivered through a people-centered employee culture that thrives on high performance. By embodying our core values, Our team produces an excellent client experience. As a result, we are one of the fastest-growing insurance agencies in California and proudly represent Farmers Insurance and the myriad of products they own. In addition, we have partnered with other leading carriers to ensure complete protection for our clients’ assets. JWP Insurance Agency is an equal-opportunity employer.

• Culture: The agency owner is a former collegiate athlete and coach who has developed a culture that thrives under pressure. We embrace our team as a collection of individuals with unique strengths. We hold ourselves accountable and believe in continuous improvement. We celebrate our wins and learn from our challenges. We foster leadership development and growth. 

• Training: We offer training resources to support a quick and successful start. After onboarding, we provide coaching for individual needs and uphold a culture of learning from each other. 

• Objectives: We have clearly defined individual, team, and agency goals. Everyone knows their stats and the score of the game. 

• Compensation: We believe in competitive pay for a competitive performance. Each Client Development Representative has an hourly wage, commission, and bonuses.

• Career Growth: You are encouraged to reach your personal and professional goals. We believe in developing your God-given talents and abilities. Therefore, we identify and cultivate each individual’s strengths.