Insurance Producer/Advisor Job at TGG Accounting in San Francisco
TGG Accounting, San Francisco, CA, US, 94199
Life Insurance Producer/Advisor
Location: North San Francisco Bay area, CA (Must live nearby as it will be Onsite during first few months of training; Hybrid or Remote after)
Employment Type: Full-Time, W2
Compensation: base + commission | High earning potential
About the Company
Our client is a growth-focused financial services firm specializing in life, disability, and long-term care insurance. As part of M Financial Group, which supports over 145 firms nationwide, they provide proprietary products, reinsurance resources, and comprehensive advisor development support. The firm is expanding rapidly through acquisitions and is seeking motivated advisors to grow with them.
Role Overview
We are seeking a licensed Life Insurance Producer/Advisor to join the San Rafael office. This role begins with an intensive in-office training program (approximately three months) to immerse you in the firm's culture, clients, and processes. Following training, the role transitions to a hybrid/remote model with significant client-facing responsibilities in the field. A valid driver's license and reliable vehicle are required.
The firm maintains a substantial book of thousands of prospective clients, giving the right candidate immediate access to leads and opportunities. You will begin with joint calls alongside senior advisors before progressing to manage client conversations independently.
Key Responsibilities
- Focus on life, disability, and long-term care insurance sales and servicing
- Conduct client meetings (in-person and via Zoom) to assess needs and present solutions
- Build and maintain strong client relationships and networks of influence
- Learn and explain carrier illustrations, proposals, and quotes
- Participate in joint client meetings during training, transitioning to independent management within 3-6 months
- Leverage Microsoft 365, ChatGPT, SmartOffice CRM, and carrier illustration systems for daily operations
- Manage and service a large book of business in a process-driven manner
- Life and/or disability insurance sales experience
- Active Life & Health license
- Strong relationship-building and client-facing skills
- Process-driven with the ability to manage a high-volume client base
- Valid driver's license and personal vehicle
- 80-95K base + commission **top performers can make $400K+/yr**
- Health & Dental insurance
- 401(k) with 3% match
- Company-provided life insurance ($50K)
- PTO: 10 vacation days, 12 sick days, and 10 holidays
Candidate Profile
Ideal candidates are licensed, motivated insurance advisors who are eager to take their careers to the next level. This is not an entry-level role; the firm is seeking professionals who can quickly adapt, build relationships, and manage a significant client base with confidence.
To Apply: Submit your resume for immediate consideration In Summary: Life Insurance Producer/Advisor is a growth-focused financial services firm specializing in life, disability, and long-term care insurance . The firm is expanding rapidly through acquisitions and is seeking advisors to grow with them . The role begins with an intensive in-office training program (approximately three months) to immerse you in the firm's culture, clients, and processes . En Español: Producente de seguros de vida / Asesor Ubicación: área del norte de la bahía de San Francisco, CA (Debemos vivir cerca ya que estará en el lugar durante los primeros meses de formación; híbrido o remoto después) Tipo de empleo: A tiempo completo, W2 Compensación: base + comisión √ Alto potencial de ganancias Sobre la empresa Nuestro cliente es una firma de servicios financieros enfocada al crecimiento especializada en seguro de vida, discapacidad y cuidado a largo plazo. Como parte de M Financial Group, que apoya más de 145 empresas en todo el país, proporcionan productos patentados, recursos de reaseguros y apoyo integral para el desarrollo de asesores. La compañía se está expandiendo rápidamente mediante adquisiciones y busca asesores motivados para crecer con ellos. Responsabilidades clave Centrarse en las ventas y el servicio de seguros de vida, discapacidad y cuidado a largo plazo Conducir reuniones con clientes (en persona y vía Zoom) para evaluar necesidades y presentar soluciones Construir y mantener fuertes relaciones con los clientes y redes de influencia Aprender y explicar ilustraciones, propuestas y citas del operador Participar en encuentros conjuntos con clientes durante la capacitación, pasar al manejo independiente dentro de 3-6 meses Leverage Microsoft 365, ChatGPT, SmartOffice CRM y sistemas de ilustración del operario para operaciones diarias Gestionar y atender un amplio libro de negocios de una manera guiada por procesos Debes tener cualificaciones Ventajes de seguro de vida y/o incapacidad Experiencia activa Vida & Salud Forta construcción de relaciones y habilidades orientadas hacia el cliente Con capacidad para gestionar rápidamente una base de contactos de alto volumen Los profesionales Licencia de conducir y beneficios de indemnización personal 401K y Beneficios de compensación Profiles 80-95k + $ 200K ** Esta aplicación es ideal para los candidatos que no pueden realizar sus vacaciones e-seguría.