Position Overview
Join one of Southern California's fastest-growing insurance organizations. We provide the leads, training, technology, licensing support, and coaching—you bring the work ethic and desire to succeed. We are seeking a highly resilient, results-driven Inside Sales Agent to join our growing team. Agents work exclusively with company-generated inbound leads and pre-scheduled appointments. No cold calling, door knocking, or self-generated prospecting required. Your primary mission is to consult with prospective clients and close sales across Medicare Advantage, Medicare Supplement, Hospital Indemnity, and Life Insurance products using a proven, script-guided sales model.
This is a high-energy consultative sales position designed for ambitious professionals who thrive in a performance-driven environment, love hitting targets, and are motivated by uncapped earning potential. If you are energized by daily conversations, driven by performance metrics, and committed to helping seniors and families find the right coverage — we want to hear from you.
What You’ll Do
- Handle a high volume of warm inbound leads generated by our marketing team — no prospecting or cold calling required.
- Hours: Monday – Friday 7:00 a.m. thru 4:00 p.m. Jan 1st thru – Oct 6th
Extended seasonal hours may be required to support increased consumer demand.
- Conduct professional, consultative sales conversations using a well-scripted, compliant sales process.
- Present and close Medicare Advantage, Medicare Supplement, Hospital Indemnity, and Life Insurance products tailored to each client’s needs.
- Navigate Agency Flow Level CRM system, online carrier quoting tools, and carrier portals quickly and accurately to present real-time options.
- Meet or exceed daily, weekly, and monthly sales quotas and key performance indicators (KPIs).
- Accurately document client interactions, dispositions, and policy details in the Agency Flow CRM.
- Maintain strict compliance with CMS regulations and carrier guidelines during every client interaction.
- Participate in ongoing sales training, script reviews, and product knowledge sessions.
- Collaborate with the marketing and operations teams to optimize lead handling and conversion.
- Maintain a professional, positive, and persistent attitude through objections, rejections, and high call volume.
What We’re Looking For
- Proven track record in a high-volume phone sales or call center environment — no prior health or life insurance experience needed.
- Candidates will need to successfully complete and pass 40 hours of general insurance pre-licensing education and 12 hours of Ethics and California Insurance Code Pre-licensing education. Candidate must successfully complete in the first 7 days of employment and pass online test within first 10 days of employment.
- Successfully pass the California Department of Insurance State Licensing exam for Life and Health within 30 days of employment.
- Background Check Requirements
- Prior to license issuance, all candidates must successfully pass a comprehensive federal and state background screening conducted by the California Department of Insurance (CDI). This process requires electronic fingerprinting via Live Scan, which triggers a criminal history review through both the California Department of Justice (DOJ) and the Federal Bureau of Investigation (FBI). Additionally, the state reviews national regulatory databases (NAIC/RIRS) for any prior industry disciplinary actions, civil judgements involving financial fraud, or breaches of fiduciary duty. Full self-disclosure of all past legal infractions (excluding minor traffic violations) is mandatory during the application process.
- Exceptional verbal communication skills with the ability to build rapport quickly and guide conversations to a close.
- Comfort working within a scripted, compliance-driven sales model while keeping conversations natural and engaging.
- Strong computer proficiency: ability to navigate multiple applications simultaneously (Agency Flow CRM(GoHighLevel), online carrier quoting tools, carrier portals, Zoom/Microsoft Teams).
- High resilience: ability to handle rejection gracefully, reset quickly, and maintain consistent energy throughout the day.
- Results-oriented mindset with a competitive drive and intrinsic motivation to exceed targets.
- Detail-oriented and organized, with the ability to accurately document information in real time.
Preferred Qualifications
- Insurance sales experience is not required. Candidates with call center, retail sales, customer service, financial services, or other consultative sales experience are encouraged to apply.
- Familiarity with quoting platforms
- Experience working in a metrics-driven, KPI-tracked sales environment.
- Bilingual skills (English/Spanish) a plus.
Pay: From $40,000.00 per year
Work Location: In person
