Company Description KC Independent Insurance Solutions focuses on turning complex retirement and insurance concepts into clear, straightforward solutions for clients. The team emphasizes education, transparency, and a comprehensive understanding of each client’s situation from beginning to end. They prioritize building deep, long-term relationships rather than superficial interactions, ensuring clients feel heard and supported. Through an unbiased, no-pressure retirement planning process, the company helps clients understand all available options and feel confident and prepared for their future.
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Role Description The Sales Associate is a full-time, on-site role based in San Jose, CA. This role involves meeting with prospective and existing clients, explaining retirement and insurance solutions, and guiding them through available options in a clear and educational way. The Sales Associate will conduct needs assessments, prepare and present tailored proposals, follow up on leads, and maintain detailed records in the company’s CRM or tracking systems. Daily responsibilities also include collaborating with the team on marketing initiatives, attending training sessions to stay current on products and regulations, and delivering service that supports long-term client relationships and trust.
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Qualifications
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Client relationship and communication skills, including active listening, clear verbal and written communication, and a consultative, educational approach.
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Sales and customer service skills, such as prospecting, lead follow-up, closing, and providing responsive, solution-oriented support.
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Analytical and organizational skills, including the ability to assess client needs, compare product options, manage documentation, and maintain accurate records.
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Basic financial and insurance literacy, with the ability to learn retirement and insurance products, regulations, and best practices.
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Comfort working in an on-site environment in San Jose, CA, with strong time management and the ability to manage multiple client interactions.
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Proficiency with common office software and CRM tools; willingness to adapt to new systems and processes.
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High level of integrity, professionalism, and commitment to unbiased, no-pressure guidance.
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Previous experience in sales, financial services, or insurance is beneficial; relevant licenses or certifications are a plus.