Life Insurance ProducerAdvisor
Life Insurance ProducerAdvisor
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Salary Not Disclosed
1 Vacancy
Job Description
Life Insurance Producer/Advisor
Location:North San Francisco Bay area CA (Must live nearby as it will be Onsite during first few months of training; Hybrid or Remote after)
Employment Type:Full-Time W2
Compensation:base commission High earning potential
About the Company
Our client is a growth-focused financial services firm specializing in life disability and long-term care insurance. As part of M Financial Group which supports over 145 firms nationwide they provide proprietary products reinsurance resources and comprehensive advisor development support. The firm is expanding rapidly through acquisitions and is seeking motivated advisors to grow with them.
Role Overview
We are seeking alicensed Life Insurance Producer/Advisorto join the San Rafael office. This role begins with an intensive in-office training program (approximately three months) to immerse you in the firms culture clients and processes. Following training the role transitions to a hybrid/remote model with significant client-facing responsibilities in the field. A valid drivers license and reliable vehicle are required.
The firm maintains a substantial book of thousands of prospective clients giving the right candidate immediate access to leads and opportunities. You will begin with joint calls alongside senior advisors before progressing to manage client conversations independently.
Key Responsibilities
- Focus onlife disability and long-term care insurancesales and servicing
- Conduct client meetings (in-person and via Zoom) to assess needs and present solutions
- Build and maintain strong client relationships and networks of influence
- Learn and explain carrier illustrations proposals and quotes
- Participate in joint client meetings during training transitioning to independent management within 36 months
- Leverage Microsoft 365 ChatGPT SmartOffice CRM and carrier illustration systems for daily operations
- Manage and service a large book of business in a process-driven manner
Must-Have Qualifications
- Life and/or disability insurance sales experience
- ActiveLife & Health license
- Strong relationship-building and client-facing skills
- Process-driven with the ability to manage a high-volume client base
- Valid drivers license and personal vehicle
Compensation & Benefits
- 80-95K base commission **top performers can make $400K/yr**
- Health & Dental insurance
- 401(k) with 3% match
- Company-provided life insurance ($50K)
- PTO: 10 vacation days 12 sick days and 10 holidays
Candidate Profile
Ideal candidates arelicensed motivated insurance advisorswho are eager to take their careers to the next level. This is not an entry-level role; the firm is seeking professionals who can quickly adapt build relationships and manage a significant client base with confidence.
To Apply:Submit your resume for immediate consideration
Required Experience:
Manager
Employment Type
Full-Time
