Life and Financial Services Sales Agent

The Juris Agency; San Diego (CA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Health Insurance

Retirement Plan

Job summary

The Juris Agency is seeking a motivated Life and Financial Services Agent to join our team in San Diego, CA. You will provide life insurance and financial services to clients, helping protect families and businesses while building lasting client relationships.

Ideal candidates bring life insurance sales experience, strong communication, and the ability to analyze client needs to tailor solutions. Join a collaborative team focused on comprehensive financial planning and client success.

Qualifications

• Active Life & Health Insurance license (or willingness to obtain).
• Experience in life insurance sales or financial services.
• Strong sales and negotiation skills with a client-focused approach.
• Excellent communication and interpersonal skills.
• Ability to analyze client needs and provide customized solutions.
• Proficiency in using CRM software and Microsoft Office Suite.

Responsibilities

• Identify client needs and recommend appropriate life insurance and financial products.
• Educate clients on various life insurance policies, retirement planning, and wealth management options.
• Develop and maintain relationships with new and existing clients through networking, referrals, and community engagement.
• Conduct financial needs assessments and provide tailored solutions.
• Process applications, follow up on underwriting, and ensure a smooth onboarding process for clients.
• Stay up to date on industry trends, financial products, and regulatory requirements.
• Collaborate with other agents and team members to provide holistic insurance and financial solutions.

Skills

Sales skills

Client focus

Communication

Negotiation

CRM proficiency

Independent work

Education

Life & Health Insurance license

Job description

Job Description

We are seeking a motivated Life and Financial Services Agent to join our team. This role is responsible for providing life insurance and financial services to clients, helping them protect their families, businesses, and financial futures. The ideal candidate will have experience in financial services, strong sales skills, and a passion for helping clients achieve their financial goals.

Benefits

• Paid Time Off (PTO)
• Health Insurance
• Retirement Plan

Responsibilities

Identify client needs and recommend appropriate life insurance and financial products.

Educate clients on various life insurance policies, retirement planning, and wealth management options.

Develop and maintain relationships with new and existing clients through networking, referrals, and community engagement.

Conduct financial needs assessments and provide tailored solutions.

Process applications, follow up on underwriting, and ensure a smooth onboarding process for clients.

Stay up to date on industry trends, financial products, and regulatory requirements.

Collaborate with other agents and team members to provide holistic insurance and financial solutions.

Requirements

Active Life & Health Insurance license (or willingness to obtain).

Experience in life insurance sales, financial services, or related field.

Strong sales and negotiation skills with a client-focused approach.

Excellent communication and interpersonal skills.

Ability to analyze client needs and provide customized solutions.

Self-motivated with the ability to work independently and in a team environment.

Conduct annual reviews and provide customer service for existing clients

Proficiency in using CRM software and Microsoft Office Suite.