Licensed Insurance Agent Benefits Enrollment

ERBNA; San Francisco (CA); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Stipend during enrollment

Onsite and virtual meetings

Job summary

ERB Enrollment Solutions in San Francisco is seeking licensed life insurance agents to support a high‑volume enrollment schedule onsite and virtually. Earn income through stipends and commissions with strong enrollment support teams and multi‑location accounts.

Openings focus on educating employees about life, accident, disability, and supplemental products, with a consultative sales approach and structured workflow to ensure high participation.

Qualifications

• Active Life & Health Insurance License.
• 1 year preferred, but newly licensed agents with drive are encouraged to apply.
• Strong interpersonal, presentation, and consultative sales skills.
• Experience with public sector, municipal, or union enrollments is a plus.

Responsibilities

• Conduct group presentations and one-on-one benefit consultations—in-person and virtual.
• Educate employees on Life, Accident, Disability, and supplemental products.
• Guide employees through enrollment using client systems and Employee Navigator.
• Explain coverage options, eligibility, and policy details clearly.
• Maintain accurate records in the CRM system.
• Coordinate with Enrollment Outreach Representatives to ensure scheduling and high participation.

Skills

Interpersonal skills

Presentation skills

Consultative sales

Education

Life & Health Insurance License

Tools

CRM platforms

Microsoft Office

Job description

Licensed Insurance Agent Benefits Enrollment

San Francisco, United States

Job Description

ERB is urgently hiring 5 licensed life insurance agents to support a heavy enrollment schedule this month and next month. We currently have 12 active client accounts scheduled for enrollment, providing immediate opportunities for licensed agents ready to work onsite, engage employees, and generate income right away.

This is a high-volume, consultative outside sales role with structured scheduling and dedicated enrollment support.

Why This Opportunity Matters

• 12 confirmed accounts scheduled this month
• Assigned enrollments—no cold leads
• Onsite and virtual employee meetings
• Strong infrastructure and enrollment support teams

Commission-based role with built-in stipend support.

How You Get Paid

1. Get Paid While You Work

• You receive a regular stipend every two weeks while running enrollment meetings
• Provides immediate cash flow from day one

2. Earn Commission From Your Production

• Earn commissions from employees enrolled
• Commissions paid after policies confirmed by carrier

How It Works Together

• Get paid early while doing the work
• When commissions are released, earnings match to production

When commissions are higher, you receive the remaining balance; when lower, you keep what was already paid.

Key Responsibilities

• Conduct group presentations and one-on-one benefit consultations—both in-person and virtual.
• Educate employees on benefit options including Life, Accident, Disability, and supplemental products.
• Guide employees through the enrollment process using client systems and Employee Navigator.
• Explain coverage options, eligibility, and policy details clearly.
• Maintain accurate and complete records within the CRM system.
• Coordinate closely with Enrollment Outreach Representatives (EORs) to ensure efficient scheduling and high participation rates.
• Support post-enrollment follow-ups to address employee questions and resolve issues.
• Represent ERB professionally while working onsite at client locations.

Qualifications

• Active Life & Health Insurance License.
• 1 year preferred, but newly licensed agents with the right drive are encouraged to apply (Accelerated Income Program designed for you).
• Strong interpersonal, presentation, and consultative sales skills.
• Experience with public sector, municipal, or union-based enrollments is a plus.
• Proficiency with CRM platforms and Microsoft Office tools.
• Ability to work independently in a fast‑paced, client‑facing environment.

Core Competencies

• Client-focused and service-oriented mindset.
• Consultative, needs-based selling approach.
• Strong organization and follow-through.
• Clear communicator who can simplify complex insurance concepts.
• Collaborative team player with accountability.

Why Join ERB

• Assigned enrollment opportunities—not cold leads.
• Structured schedules with support teams handling logistics.
• Ongoing growth through expanding public and private sector accounts.
• Clear performance path and income flexibility.

About ERB Enrollment Solutions

ERB Enrollment Solutions partners with brokers, employers, and public‑sector organizations to deliver high-impact, education-driven benefit enrollments. We specialize in complex, large‑scale accounts with multi-location and 24‑hour scheduling needs, using proven enrollment strategies, advanced technology, and dedicated client success teams.

Our process improves employee understanding, protects employer reputation, and significantly reduces the administrative burden on HR teams during open enrollment.

Apply Today

Interviews happening within 48 hours. Only 5 spots available—apply now before accounts are assigned to other agents.

Also view other job openings at our Careers page.