Licensed Life Insurance Sales Rep

Selahi Insurance; San Jose (CA); Sur place; USD 60 000 - 110 000; Plein temps

Avantages offerts par ce poste

PTO

Hands-on Training

Commission + Bonus

Mentorship

Career Growth

Paid Continuing Education

401K

Hands-On Training

Résumé du poste

Selahi Insurance is seeking an experienced Life Insurance Sales Representative to build a long-term career in a relationship-driven agency. You will review clients’ financial protection and retirement needs, recommend Life Insurance solutions, and help them implement plans that support long-term goals.

You’ll have access to leads and support from our main office, with the opportunity to grow production by developing your own referral sources and network.

Qualifications

• Prior experience in Life Insurance sales is required.
• Active Life & Health insurance license required.
• Based in California, San Jose area preferred.
• Willing to work from San Jose office during business hours.
• For non-local candidates, travel to the San Jose office at least every other month.
• Strong communication and relationship-building skills.
• Self-motivated, organized, and consistent with follow-through.
• Comfortable generating own opportunities in addition to provided leads.

Responsabilités

• Generate new Life Insurance business through provided leads, outbound outreach, referrals, and personal networking.
• Conduct client meetings to assess needs and recommend Life Insurance solutions.
• Manage the full sales process from initial conversation through application and placement.
• Maintain consistent follow-up with prospects and clients to build and close opportunities.
• Meet individual production goals for Life Insurance.
• Build and maintain long-term client relationships through ongoing service and reviews.
• Develop and maintain relationships with Centers of Influence to drive referrals.
• Stay organized and maintain accurate activity and pipeline tracking in the CRM.
• Participate in team meetings, trainings, and agency events.

Connaissances

Life insurance sales

Lead generation

Relationship building

Communication skills

Self-motivation

Description du poste

Job Description

We’re looking for an experienced Life Insurance Sales Representative who wants to build a long-term career in a relationship-driven agency.

In this role, you’ll work with clients to review their financial protection and retirement needs, recommend appropriate Life Insurance solutions, and help them put plans in place that support their long-term goals. This is a consultative sales role focused on building trust and maintaining client relationships over time.

You’ll have access to leads and support from our main office, along with the opportunity to grow your production by developing your own referral sources and network. This role is best suited for someone who is comfortable taking initiative and building their own pipeline.

Benefits

• Paid Time Off (PTO)
• Hands on Training
• Commission + Bonus Opportunities
• Mentorship with Established Agent
• Career Growth Opportunities
• Paid Continuing Education
• 401K
• Hands-On Training

Responsibilities

• Generate new Life Insurance business through a combination of provided leads, outbound outreach, referrals, and personal networking
• Conduct client meetings to assess needs and recommend appropriate Life Insurance and related solutions
• Manage the full sales process from initial conversation through application and placement
• Maintain consistent follow-up with prospects and clients to build and close opportunities
• Meet individual production goals for Life Insurance
• Build and maintain long-term client relationships through ongoing service and reviews
• Develop and maintain relationships with Centers of Influence to drive referrals
• Stay organized and maintain accurate activity and pipeline tracking in the CRM
• Participate in team meetings, trainings, and agency events

Requirements

• Prior experience in Life Insurance sales (required)
• Active Life & Health insurance license (required)
• Based in California; local to the San Jose area preferred
• Willing to work from our San Jose office during regular business hours (preferred)
• For non-local candidates: ability to travel to the San Jose office at least every other month
• Strong communication and relationship-building skills
• Self-motivated, organized, and consistent with follow-through
• Comfortable generating your own opportunities in addition to working provided leads