What are the responsibilities and job description for the Insurance Advisor- Life and Disability position at Talent Edge Recruiting?
🚨 Now Hiring: Insurance Advisor (Onsite – San Rafael, CA)
💰 $75,000 Base Salary Commission | 🕐 Full-Time | 💼 Life & Disability Insurance
🌍 Occasional travel when needed, 1 week training in Dallas first few months of coming onboard
Are you passionate about helping clients protect what matters most? Join a well-established financial firm in San Rafael, CA as a full-time Insurance Advisor focusing on life, disability, and long-term care insurance.
💼 What You’ll Do:
- Serve and grow a high-volume book of warm leads—thousands of potential clients ready to engage
- Conduct client-facing sales via Zoom and in-person meetings
- Build and maintain strong relationships with clients and centers of influence
- Learn the firm’s approach through hands-on training, joint client calls, and mentorship (3–6 months)
- Analyze and explain insurance illustrations, quotes, and client solutions
- Transition into fully independent client management and advisory role
✅ You’re a Great Fit If You Have:
- 1–5 years of experience in life and/or disability insurance
- Life & Health Insurance License (Required)
- CRM experience (any system; SmartOffice is a plus)
- Strong interpersonal and communication skills; go-getter personality!
- A process-driven mindset and the ability to manage a large book of business
- Tech skills preferred: MS Suite, Carrier Illustration systems, SmartOffice
🎯 Why Join Us?
- $75K base salary commission, generous benefits, 401K and match with Safe Harbor, PTO, sick time and paid holidays!
- Access to thousands of pre-qualified leads
- Structured training and career growth path
- Work closely with experienced advisors in a collaborative environment
- Build a long-term career with real earning potential
📍Location: Onsite in San Rafael, CA (Must be able to work in-office full-time)
***********************LOCAL CANDIDATES ONLY**********************
Please Note: This position is open to candidates who are authorized to work in the United States without the need for current or future visa sponsorship. We are not able to consider C2C arrangements or third-party submissions.
Salary : $75,000
