CareerPlan

Direct Sales Agent Specialist (1645)

Bonita, CA, USFull-time2026-10-02 → 2026-11-09

Core

Drive profitable growth by generating new business, cross-selling existing customers, and building lasting relationships through in-person and phone sales.

Role type

Direct Sales Agent Specialist

Builds

Local book of business for home, auto, and health insurance products

Domain

Insurance (P&C and Health)

Required skills

Sales, Persuasion, Customer Service, Active Learning, Adaptability, Time Management

Preferred skills

P&C licensing

Responsibilities

Achieve sales goals through new business, cross-sell, and retention; Build and maintain a consistent pipeline including local lead generation; Develop relationships within the community to support business growth; Conduct outbound prospecting and follow-ups; Partner with leadership to support sales and local marketing initiatives; Stay informed on products, underwriting guidelines, and market competition