Life & Annuity Advisor: Qualified Leads & Flexible Path

My Senior Health Plan; San Diego (CA); Hybrid; USD 60,000 - 110,000; Full time

Benefits offered by this job

Qualified leads provided

Flexible compensation options (W-2 or

1099 Independent Contractor

Marketing and operational support

CRM and technology tools

Professional development opportunities

Job summary

My Senior Health Plan seeks a Life & Annuity Advisor to work with seniors on personalized life insurance and retirement income strategies. You will educate clients on life insurance and annuities, design strategies for protection and retirement goals, and maintain strong client relationships.

We provide qualified leads and offer flexible employment options (W-2 or 1099) to align with your goals and compensation structure while supporting your growth in the retirement planning space.

Qualifications

• Active Life & Health Insurance License is required.
• Excellent communication and relationship-building skills.
• Ability to explain financial concepts clearly to clients.
• Self-motivated with a client-first mindset and professional conduct.

Responsibilities

• Meet with prospective and existing clients to assess protection and income needs.
• Educate clients on life insurance and annuity options and retirement solutions.
• Design customized strategies for family protection, wealth preservation, retirement income, and legacy goals.
• Conduct policy and retirement reviews with clients.
• Maintain strong relationships through exceptional service and follow-up.
• Collaborate with internal teams and partners; ensure compliance and CRM documentation.

Skills

Life & Health Insurance License

Strong communication

Relationship building

Consultative selling

Tools

CRM software

Job description

My Senior Health Plan seeks a Life & Annuity Advisor to work with seniors on personalized life insurance and retirement income strategies. You will educate clients on life insurance and annuities, design strategies for protection and retirement goals, and maintain strong client relationships.

We provide qualified leads and offer flexible employment options (W-2 or 1099) to align with your goals and compensation structure while supporting your growth in the retirement planning space.