CAREER OPPORTUNITY Ready for a career where your effort drives your income, growth and impact? If you are motivated ambitious, and eager to build a future in insurance and financial services, we want to hear from you David Reyes Insurance and Financial Services is looking for a professional, energetic Team Member to join our growing agency. In this role, you'll build client relationships, identify needs, and provide insurance and financial solutions that help individuals, families and business owners protect what matters most.
RESPONSIBILITIES
Generate leads and schedule appointments with new and existing customers.
Build strong client relationships through excellent service and follow-up.
Conduct need-based conversations to identify insurance and financial service opportunities.
Educate customers on products and recommend appropriate solutions.
Support agency marketing and community outreach efforts.
Work with the agent and team to meet sales and services goals.
Deliver a positive, professional customer experience at every interaction.
QUALIFICATIONS
Sales experience preferred
Proven ability to meet ar exceed goals.
Strong interpersonal and relationship-building skills.
Bilingual Spanish/English preferred.
Self-motivated, organized, and result-driven.
Ability to work well in a team environment.
Property & Casualty License (current or willing to obtain)
Life & Health License (current or willing to obtain)
Dependable, professional, and committed to integrity.
WHAT WE OFFER
Competitive base salary plus commission.
Performance-based bonus opportunities
Professional training and ongoing development
Licensing assistance for qualified candidates.
Career advancement opportunities in insurance and financial services.
A supportive, team-oriented work environment.
If you are passionate about helping people, enjoy working with clients, and want a career with real growth potential, we'd love to connect with you.
Numbers & Facts
Location
Anaheim, CA
Job Type
Full-time
Skills
Calendar Managementunmatched
Customer Experienceunmatched
Customer Relationsunmatched
Customer Trainingunmatched
English Languageunmatched
Exceeded Sales Goalunmatched
Financial Servicesunmatched
Health Insuranceunmatched
Insuranceunmatched
Interpersonal Skillsunmatched
Lead Generationunmatched
Licensingunmatched
Marketingunmatched
Meet Sales Quotaunmatched
Multilingualunmatched
Needs Assessmentunmatched
Organizational Skillsunmatched
Problem Solving Skillsunmatched
Salesunmatched
Spanish Languageunmatched
Team Playerunmatched
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