Life & Health Insurance Sales Agent
Pacific Ridgeway • San Jose, CA, US
Posted 21 days ago
-COMMISSION ONLY-Looking for a chance to achieve new career heights on a dedicated, compassionate team of successful insurance agents? Our insurance agency is expanding and needs the help of a life insurance agent to grow our list of prospective clients and onboard new clients. Our ideal candidate is great with people, a naturally talented salesperson, and harbors incredible customer service skills and a passion for helping those in need. You’ll have an opportunity to help a thriving insurance team succeed and make a tangible difference in clients’ lives every day. If this sounds like a job you’d love, apply now!
MUST BE A U.S. CITIZEN
- Onboard incoming and retain existing clients via a variety of customer service tasks, such as appointment booking, and responding to inquiries regarding billing, coverage, eligibility, and insurance policies
- Maintain databases, records, and bookkeeping, ensuring all paperwork is up to date
- Expand our prospective customer base and market our insurance products via including networking, referrals, cold calling, and various marketing strategies to bring in new business
- Evaluate new customers’ insurance needs, insurance risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience that exceeds expectations
- Assist current policyholders during the insurance claims process while overseeing existing insurance claims
- Must have graduated high school or received GED, a Bachelor’s degree is desired
- Previous health insurance or life insurance experience a plus
- Current Life & Health insurance license is greatly valued
- Previous customer service or experience as a sales representative preferred
- Familiarity with the Microsoft Office suite
Compensation
$40,000 - $94,000 yearly
Becoming a Pacific Ridgeway Partner
We're transforming the financial landscape, one entrepreneur at a time.
We're not just building a business — we're building a movement of financial professionals with offices all over our country who are serious about making a difference. Our mission is to equip driven individuals with the skills, knowledge, and resources they need to succeed in the world of finance.
The Pacific Ridgeway Difference
Business ownership opportunity
Millionaire mentorship
Agency owner platform
Industry-leading products
The financial industry is the highest-paid industry in the world. We provide all training in-house, three times weekly, led by multiple six-figure entrepreneurs.
Referral partners
Revenue sharing
Part-time and full-time remote positions
Upside earning potential
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