Insurance Advisor- Life and Disability

Talent Edge Recruiting; San Rafael (CA); Hybrid; USD 75,000 - 90,000; Full time

Benefits offered by this job

Generous benefits

401K and match with Safe Harbor

Paid holidays

Structured training and career growth path

Job summary

A well-established financial firm in San Rafael, CA is seeking a full-time Insurance Advisor. This role involves serving a high-volume book of warm leads and requires 1-3 years of experience in life and disability insurance, along with a Life & Health Insurance License. The position offers a base salary of $75K-$90K plus commission and comprehensive benefits, including generous PTO and 401K. This is an onsite position for initial training, transitioning into a hybrid model.

Qualifications

• 1-3 years of experience in life and/or disability insurance.
• Life & Health Insurance License is required.
• Experience with high net worth individuals preferred.

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.
• Transition into fully independent client management role.

Skills

Strong interpersonal and communication skills

Experience with high net worth individuals

Process-driven mindset

Tech skills (MS Suite, Carrier Illustration systems)

Education

Life & Health Insurance License

Tools

CRM systems (e.g., SmartOffice)

Job description

Overview

🚨 Now Hiring: Insurance Advisor (Onsite for training then hybrid– San Rafael, CA)

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.

Responsibilities

What You’ll Do:

• Serve and grow a high-volume book of warm leads—thousands 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 firm’s approach through hands-on training, joint client calls, and mentorship (3–6 months)
• Analyze and explain insurance illustrations, quotes, and client solutions
• Transition into fully independent client management and advisory role
• 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
• $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

📍Location: Onsite in San Rafael, CA (Must be able to work in-office for training and meetings)

Qualifications & Additional Details

• 1-3 years of experience in life and/or disability insurance
• Life & Health Insurance License (Required)
• CRM experience (any system; SmartOffice is a plus)
• Strong interpersonal and communication skills; go-getter personality
• Experience with high net worth individuals preferred

***********************LOCAL CANDIDATES ONLY**********************

Please Note: This position is open to candidates who are authorized to work in the United States without the need for current or future visa sponsorship. We are not able to consider C2C arrangements or third-party submissions.