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HDQ Wealth
Santa Monica, CA | Contractor
$84k-114k (estimate)
2 Months Ago
Insurance Advisor
HDQ Wealth Santa Monica, CA
$84k-114k (estimate)
Contractor 2 Months Ago
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HDQ Wealth is Hiring an Insurance Advisor Near Santa Monica, CA

We are and independent RIA and provide holistic finanicial planning services to our clients, including; investment management, insurance planning, tax strategy, consulting and wealth planning.

We are seeking a Property & Casualty Licensed Insurance Agent to service a growing book of Personal & Commercial Lines clients. HDQ Wealth is an Independent Insurance Agency specializing in Property & Casualty, Life & Disability. We represent and work with many top carriers. You will also have the opportunity to transition or build your own book through new business and rounding out of existing accounts.

Join our team and receive:

  • Non-captive solutions for clients
  • Hands-on leadership and coaching
  • Modern marketing and sales support
  • Back-office support
  • Technology enabled tools and services
  • Flexibility to run and grow your business
  • Control over your financial future
  • Location flexibility

What you need

  • Highly self-motivated and self-disciplined, must have the ability to work effectively and independently
  • Outgoing personality with the ability to develop relationships, help others and do so ethically
  • Positive attitude, willingness to learn and unafraid to fail
  • Detail-oriented, organized and strong time-management
  • Always willing to learn
  • Good communication skills: excellent listening skills, the ability to critically think and explain complex information in a simplistic manner

Responsibilities:

  • Present and sell insurance policies to new and existing clients
  • Develop and calculate suitable plans based on clients' needs
  • Resolve client inquiries and complaints
  • Comply with insurance standards and regulations
  • Other Administrative duties as needed

Qualifications:

  • 2 years of experience in insurance
  • Property & Casualty Insurance license required
  • Strong negotiation skills
  • Excellent written and verbal communication skills
  • Ability to prioritize and multitask

Compensation package includes base salary plus bonus and commissions. We support your Continuing Education and pursuit of professional designations if desired.

Job Type: Contract

Pay: $36,000.00 - $100,000.00 per year

Benefits:

  • Flexible schedule

Pay rate:

  • Commission only

Supplemental pay types:

  • Bonus opportunities
  • Commission pay

Weekly day range:

  • Monday to Friday

Work setting:

  • Hybrid work
  • Office

Education:

  • Bachelor's (Preferred)

License/Certification:

  • Insurance Producer License (Required)
  • Life Insurance License (Preferred)

Ability to Relocate:

  • Santa Monica, CA 90401: Relocate before starting work (Required)

Work Location: Hybrid remote in Santa Monica, CA 90401

Job Summary

JOB TYPE

Contractor

SALARY

$84k-114k (estimate)

POST DATE

03/14/2024

EXPIRATION DATE

07/09/2024

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The job skills required for Insurance Advisor include Life Insurance, Futures, Communication Skills, Leadership, Property & Casualty Insurance, Insurance Policies, etc. Having related job skills and expertise will give you an advantage when applying to be an Insurance Advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Insurance Advisor. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Insurance Advisor positions, which can be used as a reference in future career path planning. As an Insurance Advisor, it can be promoted into senior positions as an Insurance Senior Broker that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Insurance Advisor. You can explore the career advancement for an Insurance Advisor below and select your interested title to get hiring information.

If you are interested in becoming an Insurance Advisor, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become an Insurance Advisor for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Insurance Advisor job description and responsibilities

Insurance advisor should stay up to date with the latest products and benefits and inform clients of these offerings.

04/25/2022: Lompoc, CA

Insurance advisors complete a financial needs analysis with clients, which includes assets and liabilities, tax status, existing insurance and risk analysis.

05/07/2022: Twin Falls, ID

Insurance Advisor should offer specialized guidance and advice on areas of concern and empower people to live better lives.

05/05/2022: Knoxville, TN

The advisor needs to have a thorough understanding of the various degree programs and the necessary classes for those programs.

03/31/2022: Kansas City, MO

Financial advisors need client relationship skills to attract new clients and retain the clients they already have.

02/21/2022: Orlando, FL

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Insurance Advisor jobs

Proofread all written communication.

02/22/2022: Colorado Springs, CO

Provide High-Quality Customer Service.

02/22/2022: Fresno, CA

Read the Offer Document Carefully.

05/09/2022: Utica, NY

Complete requirements for licensure.

03/26/2022: Anaheim, CA

Understand the General Requirements.

03/16/2022: Green Bay, WI

Step 3: View the best colleges and universities for Insurance Advisor.

Butler University
Carroll College
Cooper Union
High Point University
Princeton University
Providence College
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