You May Be a Great Fit as an Acquisitions Specialist at our agency if:
- You’re the person people call first when life goes sideways - calm, steady, and ready to help.
- You genuinely care about your community and are dedicated to providing excellent service that makes a positive impact on the people around you.
- You’re a natural relationship-builder who earns trust quickly and keeps it.
- You listen first, then guide, making customers feel understood while confidently recommending solutions.
- You’re motivated by goals and growth, and you know how to turn needs-based conversations into confident buying decisions that truly help customers.
Location Address: 405 3rd St Davis, CA 95616
At our agency, we’re here to help people protect what matters most. We take pride in serving our community with integrity, care, and real support. Whether we’re helping someone navigate a claim or personalize a plan, we believe in doing meaningful work that makes a difference. If you're looking to grow your career, help others, and be part of a team that strives to do good every day, you’ll fit right in with us.
Key Responsibilities
- Engage with prospective customers through calls, emails, and community outreach.
- Develop and maintain a pipeline of potential new business opportunities.
- Understand client needs and recommend suitable insurance products (with guidance on product fit)
- Quote premiums, explain coverage options, and help clients make informed decisions
- Close sales and complete accurate applications and required documentation
- Schedule and conduct follow-up interactions to support acquisition goals.
- Meet or exceed sales targets and performance goals
- Collaborate with team members to coordinate outreach strategies.
- Track activity and report progress toward established objectives.
- Maintain compliance with office and regulatory procedures.
Qualifications
- Strong communication and relationship-building skills.
- Detail-oriented and organized, with the ability to manage multiple tasks.
- Comfortable initiating contact and interacting with prospective customers.
- Previous experience in marketing, outreach, or customer service preferred.
- Must be able to obtain applicable state insurance licenses.
Are you the type who enjoys helping people discover their needs? Do you like the idea of earning bonuses based on your success in helping others?
If so, you might fit right in—especially if you enjoy a fun, supportive workplace (and yes, we’ve got an office Golden Retriever mascot named Hazy).
There’s also the opportunity to grow into leadership and potentially develop your own agency in the future.
