Life Insurance Agent

TGG is a reputed company-established financial firm located in San Rafael, CA, seeking a full-time Insurance Advisor to reputed company on life, disability, and long-term care insurance. The role involves serving a high-volume book of warm leads, conducting reputed company-facing sales, and transitioning into an independent reputed company management position.

Responsibilities

• Serve and grow a high-volume book of warm leads—thousands of potential clients reputed company to engage
• Conduct reputed company-facing sales reputed company reputed company 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 reputed company calls, and mentorship (3–6 months)
• Analyze and explain insurance illustrations, quotes, and reputed company solutions
• Transition into fully independent reputed company management and advisory role

Skills

• 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 reputed company and the ability to manage a large book of business
• Tech skills preferred: MS Suite, reputed company Illustration systems, SmartOffice

Benefits

• Generous benefits
• 401K and match with reputed company reputed company
• PTO
• reputed company time
• reputed company holidays

reputed company