Life Insurance Sales
selahi insuranceSan Jose, CA
Life Insurance Sales
L3
selahi insuranceSan Jose, CA6 days ago
Occupations
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelInsurance Sales AgentsSales and Related Workers, All OtherIndustries
Insurance Agencies and BrokeragesAll Other Insurance Related ActivitiesDirect Life Insurance CarriersJob Description:
We're looking for an experienced Life Insurance Sales Representative who wants to build a long-term career in a relationship-driven agency.
In this role, you'll work with clients to review their financial protection and retirement needs, recommend appropriate Life Insurance solutions, and help them put plans in place that support their long-term goals. This is a consultative sales role focused on building trust and maintaining client relationships over time.
You'll have access to leads and support from our main office, along with the opportunity to grow your production by developing your own referral sources and network. This role is best suited for someone who is comfortable taking initiative and building their own pipeline.
Benefits Paid Time Off (PTO)
Hands on Training
Commission + Bonus Opportunities
Mentorship with Established Agent
Career Growth Opportunities
Paid Continuing Education
401K
Hands-On Training
Responsibilities:
Generate new Life Insurance business through a combination of provided leads, outbound outreach, referrals, and personal networking
Conduct client meetings to assess needs and recommend appropriate Life Insurance and related solutions
Manage the full sales process from initial conversation through application and placement
Maintain consistent follow-up with prospects and clients to build and close opportunities
Meet individual production goals for Life Insurance
Build and maintain long-term client relationships through ongoing service and reviews
Develop and maintain relationships with Centers of Influence to drive referrals
Stay organized and maintain accurate activity and pipeline tracking in the CRM
Participate in team meetings, trainings, and agency events
Requirements Prior experience in Life Insurance sales (required)
Active Life & Health insurance license (required)
Based in California; local to the San Jose area preferred
Willing to work from our San Jose office during regular business hours (preferred)
For non-local candidates: ability to travel to the San Jose office at least every other month
Strong communication and relationship-building skills
Self-motivated, organized, and consistent with follow-through
Comfortable generating your own opportunities in addition to working provided leads
Apply now (opens in a new tab)
Level
JuniorL3
Location
San Jose, CA
Occupation
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
Industry
Insurance Agencies and Brokerages
Posted
6 days ago
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