What are the responsibilities and job description for the Life Insurance Agent position at TGG Accounting?
Now Hiring: Insurance Advisor (Onsite for training then hybrid– San Rafael, CA)
$75K-$90K Base Salary Commission | Full-Time | Life & Disability Insurance
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:
1-3 years of experience in life and/or disability insurance
Life & Health Insurance License (Required)
CRM experience (any system; SmartOffice is a plus)
MUST have experience with high net worth individuals
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-$90K base salary commission, generous benefits, 401K and match with Safe Harbor, PTO, sick time and paid holidays! ** Most advisors make $150K their second year, and the sky is the limit after that!
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 for training and meetings)
***********************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.
$75K-$90K Base Salary Commission | Full-Time | Life & Disability Insurance
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:
1-3 years of experience in life and/or disability insurance
Life & Health Insurance License (Required)
CRM experience (any system; SmartOffice is a plus)
MUST have experience with high net worth individuals
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-$90K base salary commission, generous benefits, 401K and match with Safe Harbor, PTO, sick time and paid holidays! ** Most advisors make $150K their second year, and the sky is the limit after that!
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 for training and meetings)
***********************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 - $90,000