Oscar Castaneda Agency

Life and Financial Sales Agent


Job Overview

Join Oscar Castaneda District Office, a Farmers Insurance District office located in the vibrant city of Ontario, California. As a Life and Financial Sales Agent, you will have the opportunity to work directly with clients, providing essential financial planning services and life insurance solutions. Our office fosters a positive and inviting atmosphere, focused on helping individuals and families secure their financial future. Earn a monthly base, plus unlimited commission opportunity without having to cold call for new business. We are looking for a high level sales producer to cross sale life and financial services to our over 60,000 policy holders.

Salary Range: $2,500.00 - $5,000.00 per month

Benefits

Monthly Base Salary + Commission

Paid Time Off (PTO)

Mon-Fri Schedule

Flexible Schedule

Career Growth Opportunities

Hands on Training

Monthly Base Salary

Monthly Base Salary + Commission

Requirements

Licensing: Must hold a valid Life and Health Insurance License in California or be able to obtain one. Sales Experience: Previous experience in life insurance or financial services sales is preferred. Interpersonal Skills: Excellent communication and relationship-building abilities to connect with clients effectively. Goal-Oriented: Motivated by achieving sales targets and helping clients secure their financial future. Local Market Knowledge: Familiarity with the Ontario, California area and its demographics. Professionalism: Maintain a professional demeanor and ethical behavior in all client interactions. Tech Proficiency: Proficient in using sales and CRM software to manage client information and track progress.

Responsibilities

Client Consultation: Engage with clients to understand their financial and insurance needs, offering tailored advice and solutions.

Policy Analysis: Assess client requirements and recommend insurance and financial products that align with their goals and objectives.

Premium Collection: Assist clients with premium payments, ensuring accurate processing and timely follow-ups.

Client Retention: Build and maintain strong relationships with clients to ensure satisfaction, loyalty, and long-term partnerships.

Contract existing Farmers clients to offer a life and financial service review.



Remote Type: Hybrid Remote
Job Type: Full-Time
Job Category: Insurance Sales
Company Location: 3350 Shelby St. #210 ONTARIO, CA 91764
Job Ad Location: ONTARIO, CA 91764, US

About Us

Farmers Insurance is an established successful Insurance Company, protecting our clients Homes, Autos, Businesses, And lives. 

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