Insurance Agent

Vineyard Wealth Strategies financial & insurance solutions; Fresno (CA); Hybrid; USD 60,000 - 90,000; Full time

Job summary

Vineyard Wealth Strategies financial & insurance solutions, based in Fresno, CA, seeks an Insurance Agent for a full-time hybrid role combining in-office and remote work. You will meet clients, assess protection needs, and present life and health insurance options while guiding them through applications and underwriting.

The role emphasizes client servicing, policy administration, and compliance, with an opportunity to grow in a supportive, independent practice environment.

Qualifications

• Active state insurance license is required or attainable.
• Experience in insurance sales or brokerage is preferred.
• Background in finance helps relate insurance to broader financial strategies.

Responsibilities

• Meet with prospective and existing clients to assess insurance needs.
• Present suitable life, health, and related insurance solutions.
• Guide clients through application and underwriting processes and maintain records.

Skills

Insurance sales

Customer service

Communication skills

CRM software

Education

State insurance license

Tools

CRM software

Job description

Company Description

Vineyard Wealth Strategies financial & insurance solutions is an independent financial and insurance practice based in Fresno, CA, providing clients with personalized strategies for protection and wealth management. The firm is not owned or operated by New York Life Insurance Company or its affiliates, ensuring an independent approach to product recommendations. Securities products and services are offered through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency and New York Life company. While the practice does not provide tax, legal, or accounting advice, it encourages clients to work with their own professional advisors to make informed decisions. The team is committed to building long-term relationships and delivering reliable guidance to individuals and families.

Role Description

The Insurance Agent is a full-time, hybrid role based in Fresno, CA, with a mix of in-office and work-from-home flexibility. This role involves meeting with prospective and existing clients to assess their insurance and financial protection needs, presenting suitable life, health, and related insurance solutions, and guiding clients through the application and underwriting process. The Insurance Agent will regularly follow up with clients, handle policy servicing requests, and maintain accurate records using firm and carrier systems. Day-to-day responsibilities also include networking, prospecting, and collaborating with internal partners to generate new business, as well as staying informed about industry products, regulations, and compliance requirements.

Qualifications

• Demonstrated skills in Insurance Sales and Insurance Brokerage to effectively identify client needs and recommend appropriate coverage.
• Strong foundational knowledge of Insurance products to explain policy features, benefits, and options clearly to clients.
• Background in Finance to help clients understand how insurance solutions fit into broader financial strategies.
• Excellent Customer Service skills to build rapport, manage client expectations, and provide ongoing support.
• Active or attainable state insurance license; FINRA registration or willingness to obtain relevant securities registrations is a plus.
• Ability to work effectively in a hybrid environment, manage time independently, and meet production and compliance standards.
• Strong communication, interpersonal, and presentation skills, with proficiency in basic office and CRM software.
• Prior experience in insurance, financial services, or client-facing advisory roles is preferred but not required.