Retiree Benefits Advisor - Independent Contractor (CA)

AMBA; Santa Rosa (CA); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

No income cap

Advanced payouts

Lifetime vesting

Travel incentives

Onboarding and mentorship

Job summary

AMBA in California is seeking an Insurance Benefits Representative (1099 Independent Contractor) who works on a self-managed, full-time schedule to drive enrollment and sales of supplemental insurance benefits to retirees affiliated with associations.

You will meet members virtually or in person, educate them through consultations and seminars, and leverage exclusive association endorsements to grow income via commissions, bonuses, and ongoing training.

Qualifications

• Entrepreneurial mindset and self-starter attitude.
• Comfort with phone-based outreach, follow-up, and virtual appointments.
• Strong communication and relationship-building skills.
• Commitment to providing ethical, high-quality service.
• Life and Health insurance license or willingness to obtain one prior to onboarding.
• Motivation to grow income through a performance-based compensation model.

Responsibilities

• Meet virtually or in person with association members to assess needs and recommend appropriate supplemental insurance solutions.
• Educate clients through one-on-one consultations, seminars, webinars, and/or group presentations.
• Utilize a consultative sales approach to assist retirees in protecting their health, income, and legacy, including retirement-focused solutions like Fixed Indexed Annuities.
• Participate in ongoing training, mentorship, and business planning to continuously improve performance and results.

Skills

Entrepreneurial mindset

Phone-based outreach

Communication skills

Relationship-building

Ethical, high-quality service

Education

Life and Health insurance license or willingness to obtain one

Job description

AMBA in California is seeking an Insurance Benefits Representative (1099 Independent Contractor) who works on a self-managed, full-time schedule to drive enrollment and sales of supplemental insurance benefits to retirees affiliated with associations.

You will meet members virtually or in person, educate them through consultations and seminars, and leverage exclusive association endorsements to grow income via commissions, bonuses, and ongoing training.