Farmers Insurance District 0420

Account Executive

• Generate new business by identifying prospects, connecting with leads, and converting them to policyholders
• Conduct client consultations to determine needs and recommend suitable coverage
• Sell and cross-sell insurance products including Auto, Home, Life, and Commercial
• Nurture strong client relationships through ongoing support and policy reviews
• Surpass individual sales goals to accelerate agency growth
• Stay updated on product knowledge and compliance guidelines
• Utilize CRM tools for effective lead management and renewals
• Participate in team meetings and strategy sessions

Sales Representative

Insurance

• Driving new business by identifying prospects, reaching out, and converting leads into policyholders
• Conducting client consultations to determine insurance needs and recommend appropriate coverage
• Selling and cross-selling insurance products such as Auto, Home, Life, and Commercial policies
• Building and maintaining strong client relationships through ongoing support and policy reviews
• Achieving and surpassing individual sales goals to help drive agency growth
• Staying current on product knowledge and compliance standards
• Using CRM tools to manage leads, follow-ups, and policy renewals
• Participating in team meetings and sales strategy sessions

Insurance Agent Trainee

Growth Marketing

• Drive new business growth through active prospecting, referrals, and networking
• Conduct detailed consultations to match clients with optimal insurance solutions
• Sell and cross-sell Auto, Home, Life, and Commercial insurance products
• Maintain lasting client relationships through superior service and renewal support
• Track activity, follow-ups, and renewals with CRM systems
• Ensure compliance with California Department of Insurance regulations and company guidelines

Sales Representative

Insurance Agent Trainee

Client Acquisition Manager