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Field Agent Insurance Jobs in California (NOW HIRING)

Kevin Daniel Insurance Agency LLC

Insurance Agent

Napa, CA · On-site

$50K/yr (+ commission)

I am seeking a Licensed Insurance Agent who hates the traditional Agency model to join my Personal ... fields Impressive written and verbal communication skills Ability to prioritize, multitask and ...

Cypress Memorial Insurance Services

Be Seen First

Licensed Insurance Agent - Final Expense

Hayward, CA · On-site

$500/day

Licensed Insurance Agent - Opportunity Highlights: * Competitive commission structure paid upon ... Comprehensive 1-on-1 training, including classroom and field training * Willingness to travel to ...

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Field Agent Insurance information

What is a field agent insurance?

Field agent insurance professionals are licensed representatives who work directly with clients to sell, service, and manage insurance policies. They often travel to meet clients, assess their needs, explain policy options, and help with claims. Field agents also act as a bridge between insurance companies and policyholders, providing personalized service and building customer relationships. Their work may involve home visits, site inspections, and educating clients on coverage options. This role requires strong communication skills, a knowledge of insurance products, and the ability to work independently.

What are the key skills and qualifications needed to thrive as a field agent insurance?

To thrive as a Field Agent in Insurance, you need a solid understanding of insurance products, sales techniques, and typically a relevant license such as a state-issued insurance agent license. Familiarity with CRM software, digital quoting systems, and policy management platforms is often required. Strong interpersonal skills, active listening, and resilience make an agent stand out when engaging diverse clients and handling rejections. These competencies ensure effective client acquisition, policy servicing, and long-term business growth in a competitive industry.

What are some common challenges faced by field agent insurance professionals in managing their client portfolios?

Field agent insurance professionals often encounter challenges such as balancing a large and diverse client portfolio, managing time effectively between client meetings and administrative tasks, and staying updated on policy changes. Additionally, building trust with new clients while maintaining strong relationships with existing ones requires excellent interpersonal and communication skills. Adapting to different client needs and navigating complex regulatory environments are also key aspects of the role, making ongoing training and flexibility essential.

What is the difference between Field Agent Insurance vs Insurance Sales Agent?

AspectField Agent InsuranceInsurance Sales Agent
Required CredentialsLicensing, insurance knowledgeLicensing, sales skills
Work EnvironmentFieldwork, client visitsOffice, client meetings
Employer & Industry UsageInsurance companies, agenciesInsurance companies, brokers
Common Search & ComparisonYesYes

Field Agent Insurance primarily involves visiting clients in the field to assess needs and sell policies, requiring licensing and insurance knowledge. Insurance Sales Agents focus more on selling policies, often through office-based or client meetings, emphasizing sales skills. Both roles are common in the insurance industry and often searched together, but they differ mainly in work environment and primary responsibilities.

How do you become a field agent insurance?

To become a field agent in insurance, candidates typically need a high school diploma or equivalent, pass a licensing exam specific to their state or country, and complete any required pre-licensing courses. Once licensed, they often undergo training on insurance products, sales techniques, and customer service before starting fieldwork.

What does a field agent insurance do?

A field agent insurance is responsible for visiting clients' locations to assess insurance needs, gather information, and promote or sell insurance policies. They often conduct inspections, evaluate risks, and provide personalized service, typically working independently and using tools like mobile devices. Strong communication skills and knowledge of insurance products are essential for success in this role.

What cities in California are hiring for Field Agent Insurance jobs?

Cities in California with the most Field Agent Insurance job openings:

Insurance Agent

Napa, CA • On-site

Kevin Daniel Insurance Agency LLC
See more jobs at Kevin Daniel Insurance Agency LLCexternal

$50K/yr (+ commission)

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 21 days ago

Job description

Are you ready to make $100,000+ this year?

I am seeking a Licensed Insurance Agent who hates the traditional Agency model to join my Personal & Commercial Lines Insurance Agency.

I will provide you Inbound Live Transfers and Realtime Online Quote Requests, State of the Art Technical Equipment & Systems, Real World Professional Training & Support and a Positive & Encouraging Office Environment.
Responsibilities:
Show Up and Step Up
Develop suitable insurance plans based on clients' needs, propose & close to new and existing clients
Resolve client inquiries and concerns
Comply with insurance standards and regulations
Track activities and Follow Ups
Qualifications:
CA Insurance License or willing to get licensed
Previous Results Driven Experience in Insurance, Tele-Sales, Outside / Inside Sales, or other related fields
Impressive written and verbal communication skills
Ability to prioritize, multitask and CLOSE.
**Carrier Appointments require the ability to pass a Background Check w/ No Bankruptcies**
My base compensation plan, commissions, bonuses and benefits are generous, clear and achievable. I want and expect you to make $100,000 plus and you'll do it in a fun and fulfilling work environment. I will be leading the way right next to you each and every day ready to help you in any way necessary and you'll be learning/growing from one of the best in the industry.