Insurance/Financial Professional

Primerica Financial service; California City (CA); On-site; USD 40,000 - 65,000; Full time

Job summary

Primerica Financial service in California City, CA is seeking an Insurance Professional Agent for a full-time on-site role. You will meet with prospective and existing clients to assess needs, explain coverage options, and recommend insurance solutions across personal and commercial lines.

Responsibilities include generating leads, following up on inquiries, preparing quotes, processing applications, maintaining records, and assisting with claims inquiries while staying current on industry

Qualifications

• Fresh graduates eligible to apply.
• Strong communication skills.
• Willing to learn; training provided.

Responsibilities

• Generate leads and follow up on inquiries.
• Prepare quotes and process applications.
• Maintain accurate records per regulatory standards.
• Provide ongoing client support, policy reviews, and renewals.
• Assist with claims inquiries and collaborate with carriers.

Skills

Communication

Time management

Attention to detail

Education

Fresh graduates

Job description

Company Description

The company is a local insurance provider focused on offering reliable coverage and personalized service to individuals, families, and businesses in California CA and surrounding areas including out of state. It works with a range of insurance products to help clients protect their assets, manage risk, and plan for the future. Team members collaborate to deliver clear guidance, honest advice, and responsive support throughout the insurance process. The organization values professionalism, integrity, and strong relationships with clients and partners. It provides a structured environment where insurance professionals can grow their skills and build a stable, long-term career.

Role Description

The Insurance Professional Agent is a full-time/Part Time, on-site role based in California CA. The agent will meet with prospective and existing clients to assess their needs, explain coverage options, and recommend appropriate insurance solutions across personal and commercial lines. Daily responsibilities include generating leads, following up on inquiries, preparing quotes, processing applications, and maintaining accurate records in accordance with regulatory and company standards. The role involves ongoing client support, including policy reviews, handling changes and renewals, and assisting with claims inquiries to ensure a positive customer experience. The agent will collaborate with internal teams and carriers, stay current on industry guidelines and product updates, and participate in local outreach or networking activities to grow the client base. If you have not Training or experience, and willing to learn, we will train you.

Qualifications

• Fresh Graduates.
• Candidates actively looking for work.
• Candidates should possess good communication skills, ability to attend weekly Zoom meetings.
• Valid insurance license (or eligibility to obtain one within a defined timeframe) in the state of California. We will pay for your Training/License
• Ability to communicate clearly in writing and verbally with diverse clients and stakeholders.
• Strong organizational and time-management abilities, with attention to detail and compliance requirements.