Top 840 Financial representative Jobs in Sacramento Ca

New Business Agent (Commercial Insurance) - Experience Required
California Contractors Insurance Services Inc. —Sacramento, CA
- $25 - $30 an hour
- Full-time
- Sales
- Customer service
- Mid-level
- Health savings account
- AD&D insurance
Quick Apply
Inside Sales Representative
Exterior Wood, Inc. —Rocklin, CA
- $75,000 - $85,000 a year
- Full-time
- Inventory management
- 5 years
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
8d
Internet Sales Representative
LENDING GROUP AUTO —Sacramento, CA
- $48,000 - $120,000 a year
- Full-time
- Spanish
- Clean driving record
- Dealership
- Paid training
- Health insurance
Quick Apply
OBGYN Sales & Marketing Representative – Maternity & Postpartum Medical Supplies for SACRAMENTO - FT
General Home Medical Supply —Sacramento, CA
- Part-time
- Sales
- Customer service
- Mid-level
Quick Apply
Financial Services Professional
Principal Financial Group —Roseville, CA
- $50,000 - $200,000 a year
- Full-time
- Background check
- Management
- Sales
- Health insurance
- Dental insurance
Quick Apply
Junior Financial Advisor
Strong Financial Services —Davis, CA
- $30 an hour
- Temporary
- Office
- Analysis skills
- In-person
Quick Apply
3d
Financial Advisor
WestPac —Sacramento, CA
- Full-time
- Business development
- Bachelor's degree
- US work authorization
- Health savings account
- Health insurance
Quick Apply
Associate Service Desk Analyst
Delta Dental —Rancho Cordova, CA
- $45,814 - $95,980 a year
- Full-time
- Hybrid work
- Background check
- Microsoft Outlook
- Mid-level
- Paid holidays
- Health insurance
8d
Business Customer Representative
Confidential —Sacramento, CA
- $3,900 - $4,700 a month
- Full-time
- High school diploma or GED
- Organizational skills
- Computer skills
Quick Apply
10d
Financial Advisor
Edward Jones —Sacramento, CA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Patient Services Rep
Dignity Health Medical Group —Rancho Cordova, CA
- $25.23 - $28.46 an hour
- Part-time
- OSHA
- High school
- Windows
1d
Entry Level - Financial Services Representative
Osman and Co. —Rancho Cordova, CA
- $60,000 - $120,000 a year
- Part-time
- Hybrid work
- Background check
- No experience needed
- Financial services
- Professional development assistance
- Opportunities for advancement
Quick Apply
Sales Representative Job in Sacramento, CA | $100K Salary & Uncapped Sales Commissions | Paycom Careers
PAYCOM —Sacramento, CA
- $80,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- AD&D insurance
- Employee stock purchase plan
Quick Apply
Manager - Patient Financial Services (Remote)
Stanford Health Care —Sacramento, CA
- $52.69 - $69.82 an hour
- Full-time
- Remote
- 5 years
- Bachelor's degree
- Military encouraged
Customer Relations Representative - State Farm Agent Team Member
Charlotte Russell - State Farm Agent —Carmichael, CA
- $60,000 - $70,000 a year
- Full-time
- Office
- Communication skills
- Entry level
- Health insurance
- Paid time off
Quick Apply
Contact Center Representative I
Sacramento Credit Union —Sacramento, CA
- $21.00 - $26.79 an hour
- Part-time
- High school diploma or GED
- Computer skills
- 1 year
- Paid holidays
- 401(k)
Quick Apply
Cash Management Services Teller
Loomis Armored US, LLC —Sacramento, CA
- Part-time
- Basic math
- Entry level
- Health savings account
- Paid holidays
Quick Apply
Patient Services Representative 2
UC Davis Health —Sacramento, CA
- $27.31 - $33.88 an hour
- Weekends as needed
- Background check
- Word processing
- Writing skills
- Continuing education credits
- Paid holidays
Customer Care Representative
Elite One Capital —Sacramento, CA
- $70,500 a year
- Part-time
- Office
- Communication skills
- Entry level
Quick Apply
Teller (Member Service Representative I)
SchoolsFirst FCU —Sacramento, CA
- $22.33 - $32.38 an hour
- Part-time
- Office
- High school diploma or GED
- 1 year
3d

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New Business Agent (Commercial Insurance) - Experience Required

California Contractors Insurance Services Inc.
Sacramento, CA

Quick Apply

Job Details

Full-time
$25 - $30 an hour

Benefits

Health savings account
AD&D insurance
Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Tuition reimbursement
Paid time off
Work from home
Employee assistance program
Vision insurance
401(k) matching
Employee discount
Referral program

Qualifications

Workers' compensation law
Written communication
Cold calling
Sales support
Commercial insurance policies
Sales
Customer service
Property & Casualty License
Bachelor's degree
Communications
Sales pipeline management
Workers' compensation
Productivity software
Business insurance sales
Insurance sales
Account management
Closing sales leads

Full Job Description

Job Summary

The New Business Agent is a production-focused sales role responsible for generating new business opportunities and delivering exceptional customer service. This position is primarily focused on quoting, selling, and binding General Liability insurance while also supporting other product lines, including Surety Bonds and Workers' Compensation, as business needs dictate.

Success in this role begins with developing a strong understanding of CCIS's products, systems, underwriting guidelines, and sales processes. The New Business Agent will manage inbound leads, assess customer needs, provide accurate coverage recommendations, and guide clients through the quoting and binding process. In addition to driving new business production, this role contributes to the ongoing improvement of customer experience, internal processes, and operational efficiency.

The ideal candidate is sales-driven, customer-focused, and eager to continuously develop their insurance knowledge while creating value for both our clients and the organization. This position offers the opportunity to build a rewarding career through professional growth, strong earning potential, and meaningful contributions to the continued success of CCIS.

This is a hybrid role with 1 day WFH. The remaining days will be onsite in our Sacramento office, 9am-6pm PST.

Additionally, this role offers a competitive base with performance-based commission for producing agents.

Base pay: $52,000 to $62,000 per year, plus overtime as applicable
Performance-based commission tied to production — strong performers earn significantly above base
Total compensation at plan: $76,000 to $98,000+
Commission is uncapped

Position Responsibilities

Handle inbound General Liability sales leads from first contact through bound policy
Underwrite products and deliver accurate quotes based on customer needs and carrier guidelines
Field inbound calls across other commercial lines products including surety bonds and Workers Compensation
Follow up with prospects in a timely and organized manner
Process inbound payments and assist clients with account updates and policy-related items
Work with carrier partners to satisfy client requirements
Maintain accurate records and contribute to clean policy administration
Meet and exceed defined production targets and KPI objectives — your output directly contributes to the growth of the commercial lines book and the success of the team around you

What Makes This Role Different?

We believe great salespeople should spend their time selling. That's why CCIS invests significantly in marketing and lead generation to provide our agents with a steady pipeline of inbound opportunities. While networking and relationship building are always encouraged, this role is designed to maximize your time helping customers and closing business, not chasing cold leads.

Qualifications

2+ years of demonstrated experience in the insurance industry — prior sales, account management, or service role required
Working knowledge of General Liability products, underwriting basics, and carrier processes
California P&C License preferred; candidates without an active license must be willing to obtain one, we will sponsor the process
Proven ability to manage a sales pipeline, follow up consistently, and close
Strong written and verbal communication skills
Proficiency in Microsoft Office products
Willing to work onsite 4 days a week, 7:00 AM to 7:00 PM or 8:00 AM to 5:00 PM

The starting hourly pay scale for this position is listed below. Actual starting pay will be based on factors such as skills, qualifications, training, and experience. In addition, the company offers comprehensive benefits including medical, dental and vision insurance, 401(k) plan with match, paid time off, and other benefits.

CCIS salary ranges are determined by role and level. The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position across all US locations and could be higher or lower based on a multitude of factors, including job-related skills, experience, and relevant education or training.

National Pay Range

$25 - $30 USD

Benefits of Working at CCIS

Employee Ownership Program - every eligible employee shares in the financial rewards that grow when the company grows
Professional development opportunities
Owner Referral Program
Work from home reimbursement for remote/hybrid roles
Canary emergency financial assistance program
Comprehensive medical, dental, vision
Life/AD&D Insurance
Confidential, Employee Assistance Program
Health Savings Account, includes company contribution
Short-term disability
Voluntary benefits - supplemental accident, critical illness, hospital insurance
Employee discounts
401(k) Plan with company match contribution
Addition Wealth Financial Wellness Program
Various Time Off Programs
11 company paid holidays

California Contractors Insurance Services believes in creating long-term relationships by being responsive and relevant and by consistently delivering value to our community of customers. Specifically, with our employees, we focus on attracting, developing, and retaining the best talent for our business, challenging our people, demonstrating a “can-do” attitude, and fostering a collaborative and mutually supportive environment.

Diversity creates a healthier atmosphere: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, gender, gender identity, sexual orientation, marital status, medical condition, genetic information, mental or physical disability, military or veteran status, or any other characteristic protected by local, state, or Federal law.

Job Type: Full-time

Pay: $25.00 - $30.00 per hour

Benefits:

401(k)
401(k) matching
Dental insurance
Disability insurance
Health insurance
Paid time off
Tuition reimbursement
Vision insurance
Work from home

Education:

Bachelor's (Preferred)

Experience:

Sales: 2 years (Preferred)
Customer service: 2 years (Preferred)

License/Certification:

Property & Casualty License (Preferred)

Ability to Commute:

Sacramento, CA 95827 (Preferred)

Ability to Relocate:

Sacramento, CA 95827: Relocate before starting work (Required)

Work Location: In person

Quick Apply

Refine Your Search

financial representative jobs in sacramento ca

New Business Agent (Commercial Insurance) - Experience Required

Inside Sales Representative

Internet Sales Representative

OBGYN Sales & Marketing Representative – Maternity & Postpartum Medical Supplies for SACRAMENTO - FT

Financial Services Professional

Junior Financial Advisor

Financial Advisor

Associate Service Desk Analyst

Business Customer Representative

Financial Advisor

Patient Services Rep

Entry Level - Financial Services Representative

Sales Representative Job in Sacramento, CA | $100K Salary & Uncapped Sales Commissions | Paycom Careers

Manager - Patient Financial Services (Remote)

Customer Relations Representative - State Farm Agent Team Member

Contact Center Representative I

Cash Management Services Teller

Patient Services Representative 2

Customer Care Representative

Teller (Member Service Representative I)

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