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Life Insurance Agent at TGG | JobVerse
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Life Insurance Agent
TGG
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Life Insurance Agent
San Rafael, California, United States of America
Full Time
3 weeks ago
$75,000 - $90,000 USD
No Visa Sponsorship
Apply Now
Key skills
Go
CRM
Communication
Sales
About this role
Role Overview
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
Requirements
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
Benefits
generous benefits
401K and match with Safe Harbor
PTO
sick time
paid holidays
Apply Now
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