Life Insurance Agent

TGG Accounting • San Rafael, CA

5d • $75,000 - $90,000 • Hybrid

About The Position

Are you passionate about helping clients protect what matters most? Join a well-established financial firm in San Rafael, CA as a full-time Insurance Advisor focusing on life, disability, and long-term care insurance.

Requirements

• 1-3 years of experience in life and/or disability insurance
• Life & Health Insurance License (Required)
• CRM experience (any system; SmartOffice is a plus)
• MUST have experience with high net worth individuals
• Strong interpersonal and communication skills; go-getter personality!
• A process-driven mindset and the ability to manage a large book of business
• Tech skills preferred: MS Suite, Carrier Illustration systems, SmartOffice

Responsibilities

• Serve and grow a high-volume book of warm leads—thousands of potential clients ready to engage
• Conduct client-facing sales via Zoom and in-person meetings
• Build and maintain strong relationships with clients and centers of influence
• Learn the firm’s approach through hands-on training, joint client calls, and mentorship (3–6 months)
• Analyze and explain insurance illustrations, quotes, and client solutions
• Transition into fully independent client management and advisory role

Benefits

• $75K-$90K base salary + commission, generous benefits, 401K and match with Safe Harbor, PTO, sick time and paid holidays!
• Access to thousands of pre-qualified leads
• Structured training and career growth path
• Work closely with experienced advisors in a collaborative environment
• Build a long-term career with real earning potential

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 101-250 employees