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NovaFi Mortgage, Inc.

Insurance Agent

NovaFi Mortgage, Inc.

. Network through various means, including daily sales calls with prospective clients, by introducing the Company, developing a profile, providing a value proposition, and documenting results .

Posted 9/23/2026full-timeSanta Ana • California • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive experience in insurance sales, client education, and relationship management, with a strong focus on maintaining client confidentiality and identifying business opportunities. Holds a California insurance license and possesses intermediate knowledge of insurance policies and practices.

Highest-signal resume keywords
Licensed In CaliforniaFive Years Experience In Insurance SalesIntermediate Knowledge Of Insurance PoliciesClient Relationship ManagementBusiness Opportunity Identification

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills
Insurance Document ManagementInsurance Coverage EducationValue Proposition DevelopmentSales Call ExecutionClient Needs Assessment
Soft Skills
Positive ProjectionEffective Communication
Certifications & Qualifications
California Insurance License
Industry Keywords
Insurance AgentInsurance PoliciesClient ConfidentialityBusiness DevelopmentSales Strategies

About the role

Key responsibilities & impact
  • Network through various means, including daily sales calls with prospective clients, by introducing the Company, developing a profile, providing a value proposition, and documenting results
  • Maintain frequent telephone, email, and marketing-mailer communications with established and previous customers to identify additional business opportunities
  • Educate clients on different types of insurance coverage and make recommendations based on their unique needs
  • Gather, complete, and maintain insurance documents for easy access while ensuring client confidentiality
  • Perform other responsibilities as assigned

Requirements

What you’ll need
  • Licensed in California (Required)
  • Licensed in additional states (Preferred)
  • Five (5)+ years’ experience in a similar, successful insurance agent role
  • Intermediate knowledge of insurance policies and practices
  • Ability to positively project the company