Life Insurance Agent
TGG is a well-established financial firm located in San Rafael, CA, seeking a full-time Insurance Advisor to focus on life, disability, and long-term care insurance. The role involves serving a high-volume book of warm leads, conducting client-facing sales, and transitioning into an independent client management position.ResponsibilitiesServe and grow a high-volume book of warm leads—thousands of potential clients ready to engageConduct client-facing sales via Zoom and in-person meetingsBuild and maintain strong relationships with clients and centers of influenceLearn the firm’s approach through hands-on training, joint client calls, and mentorship (3–6 months)Analyze and explain insurance illustrations, quotes, and client solutionsTransition into fully independent client management and advisory roleSkills1-3 years of experience in life and/or disability insuranceLife & Health Insurance License (Required)CRM experience (any system; SmartOffice is a plus)MUST have experience with high net worth individualsStrong interpersonal and communication skills; go-getter personality!A process-driven mindset and the ability to manage a large book of businessTech skills preferred: MS Suite, Carrier Illustration systems, SmartOfficeBenefitsGenerous benefits401K and match with Safe HarborPTOSick timePaid holidaysCompany OverviewThe true performance of your business shouldn’t be a mystery. It was founded in 2007, and is headquartered in San Diego, California, USA, with a workforce of 51-200 employees. Its website is http://tgg-accounting.com.
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