Insurance Sales Representative

Martin & Associates Insurance Services, Inc.

Irvine, CA

JOB DETAILS
SALARY
$50,000–$70,000 Per Year
SKILLS
Administrative Skills, Business Solutions, Communication Skills, Consulting, Cross-Selling, Customer Relations, Customer Relationship Management (CRM), Customer Relationship Management (CRM) Systems, Customer Retention/Renewal, Customer Support/Service, Customer/Client Research, Develop and Maintain Customers, Exceeded Sales Goal, Healthcare Reimbursement, Industry/Trade Analysis, Insurance, Insurance Sales, Interpersonal Skills, Lead Management, Licensing, Maintain Compliance, Medicare, Mentoring, Microsoft Office, Multilingual, Performance Metrics, Prescription Drugs, Problem Solving Skills, Product Planning, Regulations, Resolve Customer Issues, Revenue Growth, Sales, Sales Pipeline, Sales Prospecting, Sales Qualification, Spanish Language, Team Building, Team Player, Training/Teaching
LOCATION
Irvine, CA
POSTED
1 day ago

Martin & Associates Insurance Services, Inc. is seeking a motivated and results-driven Insurance Sales Representative to join our growing team in Irvine, California. This role is about more than selling insuranceit's about building meaningful relationships, understanding each client's unique needs, and serving as a trusted advisor who helps individuals and families protect what matters most. The ideal candidate is energetic, professional, and passionate about helping others, with strong communication skills and a desire to succeed in a fast-paced environment. We provide qualified leads, industry-leading training, ongoing support, a competitive base salary, uncapped commission opportunities, and performance-based bonuses. If you're looking for a rewarding career where you can make a real difference in people's lives while growing professionally, we'd love to hear from you!

Salary Range: $50000.00 - $70000.00 per year


Benefits

Annual Base Salary + Commission + Bonus Opportunities

Mon-Fri Schedule

Career Growth Opportunities

Leads Provided

Paid Holidays

Free Gym Access

Mentorship with Established Agent

Paid Time Off (PTO)

Team Building Activities


Responsibilities

  • Consult with Prospective Clients Conduct phone and virtual consultations to assess client needs, educate individuals on Medicare and related insurance options, and recommend appropriate solutions including Medicare Supplement, Medicare Advantage, Prescription Drug Plans, and ancillary products.
  • Present and Close Insurance Solutions Prepare and present personalized insurance recommendations, explain coverage options clearly, answer questions, and guide clients through the enrollment process while maintaining a high level of professionalism and trust.
  • Build and Maintain Client Relationships Provide exceptional service to both new and existing clients through ongoing communication, policy reviews, renewals, account updates, and identification of additional coverage opportunities when appropriate.
  • Manage CRM and Sales Pipeline Activities Accurately document client interactions, policy information, and sales activities within the CRM system to ensure proper follow-up, reporting, and client service.
  • Achieve Sales and Performance Goals Meet or exceed individual sales targets and key performance metrics while contributing to overall agency growth through effective lead management, referrals, and cross-selling opportunities.
  • Maintain Compliance and Industry Knowledge Stay current on Medicare regulations, carrier products, industry trends, and licensing requirements while ensuring all sales and service activities comply with applicable federal and state guidelines.

Requirements
  • Positive attitude, strong work ethic, and a genuine desire to help others succeed.
  • Team-oriented mindset with the ability to collaborate effectively and contribute to a supportive office culture.
  • Strong communication, relationship-building, and interpersonal skills.
  • Self-motivated, coachable, and goal-oriented with a willingness to learn and grow.
  • Ability to work both independently and collaboratively in a fast-paced, performance-driven environment.
  • Proficiency with CRM systems, Microsoft Office, and other business software applications.
  • Bilingual Spanish is preferred, but not required.
  • Must be available to work on-siteMonday through Friday in our Irvine office.
  • No insurance license required to apply. In fact, we prefer candidates with the right attitude, work ethic, and willingness to learn over those with prior industry experience. We provide training, support, and resources to help qualified candidates obtain their California Life & Health Insurance License. Upon successful licensure, we reimburse licensing costs, cover Errors & Omissions (E&O) insurance, and pay ongoing license renewal and maintenance expenses.

About the Company

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Martin & Associates Insurance Services, Inc.