Administrative Assistant sale associate

Pacific Advisors; San Francisco (CA); Hybrid; USD 28,413 - 40,467; Full time

Benefits offered by this job

Supportive, high-performance team

Strong mentorship

Job summary

A financial services firm in San Francisco is seeking a driven, detail-oriented Entry-Level Client Care Specialist. This role starts with hands-on training in administrative tasks and client education on disability and life insurance. The position offers a flexible work environment, and by Year 2, candidates can advance to a client-facing advisor role with opportunities for commissions and personal growth. A self-starter with strong communication and organizational skills is preferred.

Qualifications

• Must pass background check.
• Willingness to obtain necessary licensing, including Life Insurance exam within a year.
• Self-starter with excellent organizational skills.

Responsibilities

• Manage 20–30 cases and process applications.
• Educate physicians on disability and life insurance.
• Build and maintain a book of business.

Skills

Strong verbal and written communication skills

Organizational skills

Time management

Detail-oriented

Initiative

Job description

We are seeking a driven, detail-oriented professional who wants more than an occupation—this is a long-term career path. The position begins with one year of hands‑on administrative and client-service training, while simultaneously learning how to educate clients on disability and life insurance for physicians. We have an opportunity for the right candidate with a profitable marketplace.

This position offers the option to work remote or from the office with a supportive, high-performance team. By Year 2, the right person will transition into a client-facing advisor role with the opportunity to sell, grow their income, and build a long-term career. Client care responsibilities remain an essential part of the advisor role.

Compensation and Benefits

• Compensation: $25 per hour with bonuses to start, commission-based sales after Year 1 plus hourly wage
• Year 1: Client Care Specialist
• Manage 20–30 cases, process applications and follow-ups, run quotes, and support advisors.
• Learn disability and life insurance for physicians.
• Join client meetings, educate physicians, and take ownership of prospects and referrals.
• Begin building your own book of business, and continue providing high-quality client care to your growing clientele.

What We’re Looking For

• Self-starter with strong initiative, reliability, and follow-through.
• Extremely organized, detail-oriented, and comfortable in a fast-paced, high-expectation environment.
• Growth-minded “Type A” personality who prides themselves on improving, learning, and doing the right thing.
• Interest in growing into a producer/advisor role.

Why You’ll Love Working With Us

• Work remote or in the office with a collaborative team and strong mentorship.

Requirements

• Strong verbal and written communication skills; able to retain and convey detailed information with ease.
• High integrity and ethical judgment; must pass a background check.
• Highly detail-oriented with the ability to handle sensitive and confidential information responsibly.
• Self-starter with excellent organizational and time-management skills; able to work independently.
• Willingness and ability to obtain necessary licensing/certifications, including passing the Life Insurance exam within the first year.
• Solid references (no family or friends).

Email Cover letter, Resume, and References for consideration.

Seniority level: Entry level

Employment type: Full-time

Job function: Sales and Business Development

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