Customer Service Sales Representative

Posted 2 days ago

boatman agencySan Diego (CA)

Insurance Sales Agents Insurance Agencies and Brokerages

SENIORITY

Junior

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About the role

The Boatman Agency is expanding and seeking motivated professionals who want more control over their career growth. You will work with individuals who have requested information about insurance coverage, conduct virtual consultations, explain available options, and provide consistent follow-up throughout the application process.

WHAT YOU WILL DO: Meet with prospective clients by phone and Zoom- Evaluate client needs and discuss coverage options- Maintain professional and timely communication- Track appointments and follow-up through our CRM- Participate in ongoing training and coaching- Follow all licensing and compliance requirementsWHAT WE ARE LOOKING FOR- Strong communication and relationship-building skills- Self-motivation and personal accountability- A competitive, performance-driven mindset- Comfort working independently in a virtual environment- Life and Health license or willingness to obtain one We provide structured training, proven systems, leadership support, and advancement opportunities based on performance. Take ownership of your career. Apply today.

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A number in mind

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Your notice period

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Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.