Financial Specialist (San Mateo)
Insight Global, San Mateo, CA, United States
TITLE:
Financial Specialist/Investment Advisory Representative (insurance sales) LOCATION:
San Francisco Bay, CA (90%-95% of work will be done virtually)
Responsibilities:
Partnering with local agents, this person will have access to an existing customer base with thousands of existing local households/customers who already have purchased car and/or home insurance. The goal is to sell them financial products as well. This person will be expected to deepen relationships by tailoring products to customers' specific needs and develop strong partnerships to create a solid client base. The company offers a full suite of financial products to be sold including:
Life insurance Annuities (fixed, indexed, variable) Mutual funds. IRAs. 403(b)s and 529s. Workplace life and supplemental health insurance Fidelity Custody Clearing and Solutions UITs and Managed Assets FMAX -- Investment Advisory platform Buffered and traditional UIT's
Requirements:
Licenses:
Life and Health Insurance Series 6 Series 63 Series 65 Outgoing personality and sharp communication skills to be able to build and maintain client relationships
Compensation: Ranges from $120,000- $525,000 a year annual salary. Exact compensation may vary based on several factors, including skills, experience, and education. Benefit packages for this role include: Benefit packages for this role may include healthcare insurance offerings and paid leave as provided by applicable law.
As with any 1099 and many insurance sales positions, this is paid via commission and bonuses. There are international incentive trips and supplemental benefits provided as well. Last year’s data shows that the top 50 performers in this role last year made $525K on average. The average of the lowest performers was $120K.
Financial Specialist/Investment Advisory Representative (insurance sales) LOCATION:
San Francisco Bay, CA (90%-95% of work will be done virtually)
Responsibilities:
Partnering with local agents, this person will have access to an existing customer base with thousands of existing local households/customers who already have purchased car and/or home insurance. The goal is to sell them financial products as well. This person will be expected to deepen relationships by tailoring products to customers' specific needs and develop strong partnerships to create a solid client base. The company offers a full suite of financial products to be sold including:
Life insurance Annuities (fixed, indexed, variable) Mutual funds. IRAs. 403(b)s and 529s. Workplace life and supplemental health insurance Fidelity Custody Clearing and Solutions UITs and Managed Assets FMAX -- Investment Advisory platform Buffered and traditional UIT's
Requirements:
Licenses:
Life and Health Insurance Series 6 Series 63 Series 65 Outgoing personality and sharp communication skills to be able to build and maintain client relationships
Compensation: Ranges from $120,000- $525,000 a year annual salary. Exact compensation may vary based on several factors, including skills, experience, and education. Benefit packages for this role include: Benefit packages for this role may include healthcare insurance offerings and paid leave as provided by applicable law.
As with any 1099 and many insurance sales positions, this is paid via commission and bonuses. There are international incentive trips and supplemental benefits provided as well. Last year’s data shows that the top 50 performers in this role last year made $525K on average. The average of the lowest performers was $120K.