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Insurance Sales Assistant Jobs in California (NOW HIRING)

We are actively seeking a Sales Assistant, who will be integral to our team's success. Purpose of ... Company paid Medical, Dental, Vision, Life and AD&D Insurance * 401(K) with Company Match ...

We are actively seeking a Sales Assistant, who will be integral to our team's success. Purpose of ... Company paid Medical, Dental, Vision, Life and AD&D Insurance * 401(K) with Company Match ...

We are actively seeking a Sales Assistant, who will be integral to our team's success. Purpose of ... Company paid Medical, Dental, Vision, Life and AD&D Insurance * 401(K) with Company Match ...

We are actively seeking a Sales Assistant, who will be integral to our team's success. Purpose of ... Company paid Medical, Dental, Vision, Life and AD&D Insurance * 401(K) with Company Match ...

As an insurance producer working for a Farmers agency owner, you can assist prospective and ... Conduct sales presentations * Solicit referrals Requirements Qualifications for Appointment * Must ...

Posted today

As an insurance producer working for a Farmers agency owner, you can assist prospective and ... Conduct sales presentations * Solicit referrals Requirements Qualifications for Appointment * Must ...

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Showing results 1-20

Insurance Sales Assistant information

See California salary details

$27.6K

$45.1K

$63.7K

How much do insurance sales assistant jobs pay per year?

As of Aug 10, 2026, the average yearly pay for insurance sales assistant in California is $45,063.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,500.00 and $50,800.00 per year, depending on experience, location, and employer.

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

AspectInsurance Sales AssistantInsurance Agent
CredentialsMinimal licensing, often on-the-job trainingRequires licensing and certifications to sell policies
Work EnvironmentOffice-based, supporting agents and sales teamsClient-facing, conducting sales and consultations
Employer & Industry UsageInsurance companies, agencies, brokersIndependent or company-employed, selling insurance policies
Search & Comparison IntentUnderstanding support roles in insurance salesSeeking licensed professionals to purchase insurance

Insurance Sales Assistants primarily support insurance agents and have minimal licensing requirements, working mainly in office environments. Insurance Agents are licensed professionals who directly sell policies to clients, often working in the field. Both roles are integral to the insurance industry but differ in responsibilities and credentials.

What does an insurance sales assistant do?

An Insurance Sales Assistant provides administrative and customer support to insurance agents or brokers. Their responsibilities often include preparing quotes, processing policy paperwork, responding to client inquiries, and scheduling appointments. They help ensure that clients receive timely and accurate information about insurance products and services. By managing routine tasks, they allow insurance agents to focus on selling and building client relationships.

What are the key skills and qualifications needed to thrive as an insurance sales assistant, and why are they important?

To thrive as an Insurance Sales Assistant, you need strong knowledge of insurance products, sales processes, and administrative support, often backed by a high school diploma or relevant experience. Familiarity with customer relationship management (CRM) software, quoting tools, and office productivity systems is typical. Exceptional organizational skills, attention to detail, and the ability to communicate effectively help you support sales agents and engage with clients. These abilities are crucial for maintaining accurate records, ensuring compliance, and providing quality service to drive business success.

What are some common challenges faced by insurance sales assistants, and how can they be overcome?

Insurance Sales Assistants often encounter challenges such as managing a high volume of client inquiries, staying updated with frequently changing insurance products, and supporting agents with administrative tasks under tight deadlines. To overcome these challenges, strong organizational skills and effective communication are crucial. Leveraging customer relationship management (CRM) tools, participating in regular training sessions, and proactively collaborating with agents and underwriters can help Insurance Sales Assistants stay efficient and informed, ultimately contributing to a smoother workflow and better client service.

Is it hard to make money in insurance sales?

Insurance sales assistants typically earn commissions based on the policies they sell, so income can vary widely depending on sales performance, experience, and the effort invested. Success often requires strong communication skills, product knowledge, and persistence, especially in building a client base and meeting sales targets.

What is the role of an insurance sales assistant?

An insurance sales assistant supports insurance agents by handling administrative tasks, preparing policy documents, and managing client records. They often assist with customer inquiries, schedule appointments, and use insurance software to maintain accurate data. Strong communication skills and knowledge of insurance products are important for this role.
What are the most commonly searched types of Insurance Sales jobs in California? The most popular types of Insurance Sales jobs in California are:
What cities in California are hiring for Insurance Sales Assistant jobs? Cities in California with the most Insurance Sales Assistant job openings:

Sales Assistant

Donaghy Sales LLC

Stockton, CA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 13 days ago


Donaghy Sales rating

6.8

Company rating: 6.8 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

264th of 415 rated retail wholesalers


Job description

Full time

Stockton, CA

Salary Range:

$20.00hr plus a bi-weekly PFP


Donaghy Sales is the leading beverage distributor of Central California, selling over 1,000 brands of beer, wine, spirits, and non-alcoholic beverages.

Founded in 1969, Donaghy Sales is family owned and operated, and has served Central California for over 50 years. We provide exceptional service and quality products to each of our valued customers in our recently expanded 26 county territory. Donaghy Sales is the exclusive distributor of a diverse portfolio representing 95 suppliers including global leaders as well as small batch local producers. Headquarters in Fresno, with additional warehouses in Stockton, Watsonville and Sacramento, Donaghy Sales is committed to growing sales for all our stakeholders for many years to come.

Central California is our home and since our founding our commitment to the community has been a top priority. We sponsor hundreds of multicultural events across all the communities we service from local charities to the region’s premier sports teams.

We are actively seeking a Sales Assistant, who will be integral to our team’s success.

Purpose of position: To provide sales assistance and relief while maximizing and promoting sales of supplier brands to accounts through effective account management, sales execution, and communication, while promoting exceptional customer service.

Essential Functions: (must be able to perform these functions, with or without a reasonable accommodation).

  • Highly self-motivated and results orientated with the ability to set priorities, coordinate multiple tasks simultaneously, and be attentive to details
  • Strong selling and negotiation skills
  • Proficient in Office (word, excel, power point)
  • Ability and willingness to work flexible and long hours
  • Strong customer service skills and the ability to work in a team environment
  • Strong verbal and written communication skills
  • Able to understand and read invoices, load sheets, job orders installation and setup instructions
  • Ability to calculate simple math functions
  • Ability to move products weighing up to 165 lbs. as well as hang merchandise
  • Ability to climb ladders
  • Ability of repetitive lifting (up to 50 lbs. overhead), bending, stooping, kneeling, crawling, and twisting
  • Pushing and pulling up to 340 pounds on a two-wheeler

Skills, knowledge and abilities: (these are required to enable job holder to perform the essential functions of the job).

  • Responsible for regular call frequency on assigned retail accounts primarily to sell volume, increase distribution, merchandise, monitor price and shelf space management
  • Build business relationships with and present professional sales presentations using sales histories.
  • Responsible for maintaining published product freshness standards in assigned retail accounts by monitoring and rotating product
  • Responsible for maintaining the up-to-date mobility system
  • Selling in of new placements
  • Merchandising with P.O.S materials
  • Increase shelf space and introduce new brands and packages
  • Work with the Accounts Receivable department to resolve credit issues including collection of past due balances
  • Responsible for daily decisions regarding retail inventory levels using past sales history, changes in climate, competitive activity, and special promotional activities
  • Attend sales and team meetings as directed by management along with daily interaction with managers to discuss sales issues
  • Participate in evening and weekend promotions as necessary
  • Responsible for any other tasks deemed necessary by the District Manager, Sales Manager, and/or Sales Director.

Experience and Education Requirements: Must be 21 years of age and have a valid driver’s license and safe driving record. One (1) year of selling or merchandising experience in the beverage industry or grocery retail, preferred.

Working Conditions: Moderate physical exertion, exposure to inclement weather, and exposure to fumes and noise from vehicles.

What Donaghy Sales Offers

  • Competitive Salary
  • Company paid Medical, Dental, Vision, Life and AD&D Insurance
  • 401(K) with Company Match (eligibility required)
  • Employee Assistance Program
  • Paid Time Off
  • Upward Mobility and Development Opportunities

What Donaghy Sales employees say

Benefits

Hours and flexibility

Workplace

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