This on-site role in San Leandro, CA is for a Licensed Insurance and Financial Services Account Representative with Jerry Garcia - State Farm Agent.
Responsibilities
- Build relationships with new and existing customers across multiple insurance and financial service product lines.
- Contact existing policyholders to perform household reviews and identify protection needs.
- Schedule qualified appointments for life insurance, health insurance, disability insurance, supplemental health, and retirement planning conversations.
- Recommend appropriate insurance solutions based on customer needs.
- Sell life insurance, disability insurance, supplemental health, and related protection products when appropriate.
- Support auto, fire, and household insurance conversations while identifying additional customer needs.
- Follow up with customers and prospects through phone, email, text, and scheduled appointments.
- Use agency scripts, systems, and activity tracking to maintain consistent performance.
- Maintain accurate records and provide a professional customer experience.
- Collaborate with the agency team to achieve sales, service, retention, and growth goals.
Requirements
- Active Property & Casualty license preferred.
- Active Life & Health license strongly preferred.
- State Farm agency experience is a plus.
- Prior insurance sales or customer relationship experience preferred.
- Strong written and verbal communication skills.
- Comfortable making outbound calls and asking needs-based questions.
- Able to follow a structured sales process and daily activity standards.
- Organized, detail-oriented, and professional.
- Coachable, goal-oriented, and interested in long-term growth.
- Must possess or be able to obtain required state insurance licenses.
- Proactive customer contact, follow-up, appointment setting, and needs-based recommendations.
Benefits
- 401(k) matching
- Bonus based on performance
- Dental insurance
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
- Vision insurance
Compensation
- Hourly base pay plus commission and performance-based incentives.
- Hourly rate ranges from USD 25 to 35 per hour.
- Additional incentives may be available for qualified appointments, insurance production, activity goals, and customer relationship growth. Training, coaching, scripts, and systems are provided.
Location
San Leandro, CA 94578 (onsite)
About Our Agency
At Jerry Garcia - State Farm Agent, we help people protect what matters most and prepare for the future. We take pride in serving our community with integrity, care, and real support.
Our agency is relationship-driven. We serve new and existing policyholders by helping them understand their risks, protect their families, and make thoughtful decisions about insurance and financial services.
This position is ideal for someone who wants to grow professionally, work with an established book of customers, and become part of a team focused on excellent service, protection planning, and long-term customer relationships.
Best Fit For This Role
This role is a strong fit for someone who wants more than a basic service position.
