Insurance Sales Representative

O'Brien Insurance Agency Inc
Santa Cruz, CA

Insurance Sales Representative

O'Brien Insurance Agency (OB Insure)

Full-Time | In-Market Sales | Full Cycle Sales | Performance-Based Compensation | Training & Career Growth

Build Trusted Relationships While Helping Clients Protect What Matters Most

Are you passionate about helping people, building lasting relationships, and growing a rewarding career in insurance sales? O'Brien Insurance Agency (OB Insure) is seeking motivated, customer-focused sales professionals to join our growing team.

As an Insurance Sales Representative , you'll manage the complete sales process—from prospecting and networking within your community to conducting needs-based consultations, presenting customized insurance solutions, and providing ongoing support after the sale. If you enjoy consultative selling and making a positive impact in your community, this is an opportunity to build a meaningful and rewarding career.

About O'Brien Insurance Agency (OB Insure)

Since 1990, O'Brien Insurance Agency has been helping individuals, families, and businesses throughout California's West Coast protect what matters most. As a family-owned independent agency, we work with clients to provide personalized insurance solutions backed by trusted advice, exceptional service, and long-term relationships. We believe insurance should provide confidence—not confusion—and we're committed to helping every client make informed decisions with coverage tailored to their unique needs.

What You'll Do

  • Prospect and develop new business opportunities within your local market.

  • Build relationships through networking, referrals, community involvement, and business development activities.

  • Meet with individuals, families, and business owners to evaluate their insurance needs.

  • Conduct consultative, needs-based insurance reviews.

  • Present personalized insurance solutions based on each client's goals and priorities.

  • Guide clients through the entire sales process from initial consultation through policy issuance.

  • Build long-term client relationships by delivering exceptional customer service before and after the sale.

  • Maintain an organized sales pipeline and follow up consistently with prospective clients.

  • Accurately maintain customer records using agency CRM systems.

  • Stay current on insurance products, carrier guidelines, and industry regulations.

Products You'll Help Clients With

Depending on licensing and agency needs, you may assist clients with:

  • Auto Insurance

  • Homeowners Insurance

  • Life Insurance

  • Umbrella Insurance

  • Business Insurance

  • Workers' Compensation Insurance

  • Commercial Auto Insurance

  • General Liability Insurance

What We Offer

Competitive Compensation

  • Performance-based compensation

  • Opportunities to increase earnings based on individual performance

  • Recognition and performance incentives

Training & Professional Development

  • Comprehensive onboarding

  • Ongoing coaching and mentorship

  • Product and sales training

  • Professional development opportunities

  • Supportive leadership committed to your success

Career Growth

  • Opportunities for advancement

  • Collaborative and team-oriented work environment

  • Long-term career development

  • Access to a broad portfolio of insurance solutions through an independent agency

Qualifications

Required

  • Strong communication and relationship-building skills

  • Self-motivated with a positive, customer-focused attitude

  • Professional presentation and consultative sales approach

  • Excellent organizational and time management skills

  • Ability to work independently while contributing to a collaborative team

  • Valid driver's license and reliable transportation for meeting clients within your market

Preferred

Candidates with experience in the following are encouraged to apply:

  • Insurance Sales

  • Outside Sales

  • Business Development

  • Financial Services

  • Customer Service

  • Banking

  • Retail Sales

  • Account Management

  • Real Estate

  • Consultative Sales

An active Property & Casualty and/or Life & Health Insurance License is preferred. Candidates who are willing to obtain the required licensing may also be considered, depending on agency needs.

Why Join O'Brien Insurance Agency?

At O'Brien Insurance Agency, you'll join a family-owned independent agency with decades of experience helping clients protect their homes, vehicles, families, and businesses. We believe success is built on trust, personalized service, and long-term relationships. Our team provides the training, support, and collaborative environment needed to help you grow professionally while making a meaningful difference for every client you serve.

Apply Today

If you're ready to build relationships, help clients make informed insurance decisions, and grow your career with a trusted independent agency, we'd love to hear from you.

Apply today and join O'Brien Insurance Agency (OB Insure) as an Insurance Sales Representative!

Posted 2026-07-22

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