Build your career. Grow your community. Grow together.
Join Southern California’s largest and most successful insurance brokerage—where success isn’t just measured by what we achieve, but by how we achieve it together. We’re a team that believes in investing in each other, supporting the communities we serve, and creating opportunities for everyone to grow. If you’re ready to bring your ambition, build meaningful relationships, and be part of something bigger, your next chapter starts here.
We are seeking an experienced Insurance Sales Professor / Trainer to educate, coach, and develop insurance sales professionals with a strong emphasis on auto insurance, sales techniques, lead conversion, customer retention, and cross-selling.
The ideal candidate will have hands-on experience in the insurance industry, particularly auto insurance and coverage options, combined with a proven ability to train and motivate sales teams. This individual should be comfortable teaching both technical insurance concepts and practical sales strategies in a classroom, virtual, or one-on-one coaching environment.
Key Responsibilities
Insurance Training & Education
- Develop and deliver engaging training programs focused on auto insurance products, coverages, underwriting fundamentals, and sales practices.
- Teach agents how to clearly explain insurance coverages, limits, deductibles, exclusions, and policy options to customers.
- Train new and existing sales representatives on insurance terminology, products, systems, and sales processes.
- Create training materials, presentations, role-play exercises, quizzes, and other educational resources.
- Conduct ongoing coaching and refresher training to improve agent knowledge and sales performance.
- Ensure training content aligns with applicable company policies, insurance regulations, and compliance requirements.
Sales & Lead Conversion
- Train agents on effective lead management, prospecting, follow-up, and closing techniques.
- Teach strategies for converting inbound and outbound leads into new customers.
- Coach agents on objection handling, needs-based selling, customer discovery, and closing.
- Develop role-play scenarios based on real-world insurance sales situations.
- Analyze sales performance and identify opportunities for improvement.
- Help agents improve conversion rates, average policy value, retention, and overall sales productivity.
Cross-Selling & Customer Retention
- Train agents to identify customer needs and appropriately recommend additional insurance products.
- Develop strategies for cross-selling and bundling, including opportunities such as auto, home, renters, life, and other applicable products.
- Teach agents how to identify cross-sell opportunities without using overly aggressive or inappropriate sales tactics.
- Coach teams on building long-term customer relationships and increasing customer retention.
- Establish best practices for account reviews, renewal conversations, and additional product opportunities.
Required Qualifications
- Bilingual in English and Spanish – required.
- Strong professional background in auto insurance.
- In-depth knowledge of auto insurance coverages, including liability, comprehensive, collision, uninsured/underinsured motorist, medical payments/PIP where applicable, deductibles, limits, and exclusions.
- Proven experience in insurance sales, preferably in a high-volume or lead-driven environment.
- Demonstrated knowledge of lead generation, lead conversion, prospecting, follow-up, closing, and cross-selling.
- Previous experience training, coaching, teaching, or mentoring insurance agents or sales professionals.
- Strong understanding of customer needs analysis and consultative selling.
- Excellent verbal and written communication skills.
- Ability to simplify complex insurance concepts and teach them effectively.
- Strong presentation, facilitation, and classroom-management skills.
Preferred Qualifications
- Active insurance license(s), such as Property & Casualty, where applicable.
- Experience with personal lines insurance, particularly auto and home/renters.
- Experience managing or coaching an insurance sales team.
- Experience working with CRM, lead-management, quoting, or insurance agency systems.
- Experience developing sales training programs or curriculum.
- Experience with call-center or high-volume insurance sales.
- Familiarity with sales KPIs such as conversion rate, quote-to-bind ratio, close rate, retention, revenue per customer, and cross-sell rate.
Pay: $25.00 - $30.00 per hour
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Experience:
- Sales Training: 2 years (Preferred)
Language:
License/Certification:
- Personal Lines License (Preferred)
- Property & Casualty License (Preferred)
Ability to Commute:
- Irvine, CA 92614 (Preferred)
Work Location: In person
