Life Insurance Agent
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. š¼ What Youāll Do: Serve and grow a high-volume book of warm leadsāthousands 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 firmās approach through hands-on training, joint client calls, and mentorship (3ā6 months) Analyze and explain insurance illustrations, quotes, and client solutions Transition into fully independent client management and advisory role
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
- Conduct client-facing sales via Zoom and in-person meetings
- Build and maintain strong relationships with clients and centers of influence
- Learn the firmās approach through hands-on training, joint client calls, and mentorship (3ā6 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!
- Most advisors make $150K their second year, and the sky is the limit after that!
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
101-250 employees
