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