Jobs · Business Development · California

Life Insurance Producer

Selahi Insurance & Financial Group · San Jose, CA · 2 wk ago
On-siteBusiness DevelopmentFull-time

About the role

Join a Growing Independent Agency
At Selahi Insurance & Financial Group, we believe Life Insurance is about more than selling policies—it's about helping families and business owners protect what they've worked so hard to build.

Responsibilities

  • Meet with individuals, families, and business owners to evaluate their Life Insurance needs.
  • Recommend Life Insurance and related financial protection solutions tailored to each client's goals.
  • Generate new business through a combination of office-provided leads, referrals, networking, and personal prospecting.
  • Build long-term client relationships through ongoing reviews and service.
  • Manage the sales process from initial consultation through application and policy placement.
  • Maintain accurate CRM records and an organized sales pipeline.
  • Participate in team meetings, training, and agency events.
  • Meet individual production goals.

Requirements

  • Active California Life Insurance License (or ability to obtain one quickly)
  • Proven success in Life Insurance sales
  • Strong communication and relationship-building skills
  • Self-motivated with the ability to generate business through networking and referrals
  • Organized and comfortable managing follow-up and pipeline activity in a CRM
  • Experience working with multiple insurance carriers is preferred
  • Knowledge of retirement planning concepts is a plus
  • Professional designations such as CFP®, CLU, ChFC, or Series 6/63 are a plus

Qualifications

  • High school diploma or equivalent
  • Minimum of 2 years of relevant experience in life insurance sales
  • Ability to work independently and manage time effectively
  • Excellent interpersonal and communication skills
  • Proficiency in using CRM software

Skills

  • Consultative selling skills
  • Client relationship management
  • Product knowledge across multiple insurance carriers
  • Effective communication and presentation skills
  • CRM proficiency

Benefits

  • Administrative support so you can focus on serving clients and closing business
  • Opportunity to build your own referral network and Centers of Influence
  • Growth opportunities within a rapidly expanding independent agency

Pay

Competitive compensation with strong earning potential

Schedule

Flexible schedule to accommodate your needs

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