Life Insurance Agent

Secure Life Financial Solution; El Cajon (CA); Presencial; USD 60.000 - 100.000; Jornada completa

Descripción de la vacante

Secure Life Financial Solution in Mission Valley, San Diego, CA is hiring a Life Insurance Agent to meet with clients, assess needs, and offer suitable life insurance solutions. This full-time, on-site role involves generating leads, consultations, quotes, and guiding clients through applications and underwriting while maintaining strong client relationships.

The ideal candidate will have a life insurance license, strong sales and customer service skills, and the ability to work independently in

Formación

• Licensed in at least 10 states.
• Strong Insurance Sales and Insurance Brokerage skills to present and close life insurance solutions.
• Solid understanding of Insurance products and Finance principles to analyze client needs and recommend coverage.
• Excellent Customer Service skills to build trust and maintain long-term relationships.
• State life insurance license (or ability to obtain one promptly); prior experience in insurance/financial services; comfortable with sales targets.
• Clear verbal and written communication; basic CRM or sales software proficiency; strong ethical judgment; ability to work independently on-site.

Responsabilidades

• Meet with prospective and existing clients to assess needs and recommend life insurance products.
• Generate leads and conduct consultations with clients.
• Prepare quotes and guide clients through applications and underwriting process.
• Maintain ongoing client relationships and provide policy reviews.
• Collaborate with internal teams to achieve sales goals and ensure high-quality customer service.

Conocimientos

Insurance sales

Insurance brokerage

Customer service

Finance principles

Independent work

Educación

State life insurance license

Herramientas

CRM software

Descripción del empleo

Company Description

Secure Life Financial Solution offers a growth-focused environment for life insurance professionals who want to build a long-term career as top agents. The company emphasizes professional development, performance-based advancement, and stable earning opportunities in the life insurance sector. Team members are supported with tools, training, and mentorship to help them succeed in sales and client service. Secure Life Financial Solution is committed to delivering trusted insurance solutions that help clients protect their future and achieve financial security.

Role Description

This is a full-time, on-site Life Insurance Agent role based in Mission Valley, San Diego, CA. The Life Insurance Agent will meet with prospective and existing clients, assess their financial protection needs, and recommend appropriate life insurance products and solutions. Daily responsibilities include generating leads, conducting consultations, preparing quotes, and guiding clients through the application and underwriting process. The role also involves maintaining ongoing client relationships, providing policy reviews, and ensuring high-quality, responsive customer service. The agent will collaborate with internal teams and leverage company resources to achieve sales goals while adhering to regulatory and ethical standards.

Qualifications

• Licensed in at least 10 states


• Candidates should possess strong Insurance Sales and Insurance Brokerage skills to effectively present and close suitable life insurance solutions.


• Candidates should possess solid understanding of Insurance products and Finance principles to analyze client needs and recommend appropriate coverage.


• Candidates should possess excellent Customer Service skills to build trust, manage client inquiries, and maintain long-term relationships.


• Relevant qualifications such as a state life insurance license (or ability to obtain one promptly), prior experience in insurance or financial services, and comfort working with sales targets are beneficial.


• Additional beneficial skills include clear verbal and written communication, basic proficiency with CRM or sales software, strong ethical judgment, and the ability to work independently in an on-site environment.