On-Site Life Insurance Advisor, Mission Valley

Secure Life Financial Solution; El Cajon (CA); On-site; USD 60,000 - 100,000; Full time

Job summary

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

Qualifications

• 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.

Responsibilities

• 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.

Skills

Insurance sales

Insurance brokerage

Customer service

Finance principles

Independent work

Education

State life insurance license

Tools

CRM software

Job description

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