Insurance Agent

This is a fully remote position, open to applicants in California.

📋 Description

• Establish and nurture relationships with educators and school personnel.

• Assess client requirements and suggest appropriate insurance and financial solutions.

• Generate new business opportunities through referrals, partnerships with schools, and networking.

• Retain and renew policies while providing outstanding service.

• Cross-sell products including auto, home, life, and retirement insurance.

• Engage in community and events focused on educators.

• Continue developing an existing portfolio as an Exclusive Agent.

• Take over and enhance a current portfolio of educator clients as an Enhanced Exclusive Agent.

• Cultivate relationships and strengthen market presence.

• Build or expand an insurance business tailored to the educator market.

⛳️ Requirements

• Both positions necessitate a Property & Casualty and Life & Health license.

• Active Life & Health and Property & Casualty licenses are required (Exclusive & Enhanced Agent).

• Enhanced Exclusive Agent must possess, at a minimum, the SIE prior to commencement.

• Series 6 and/or Series 63 licenses are required or must be obtained post-hire, as applicable.

• Ability to secure FINRA licenses (SIE, Series 6 & 63, if applicable) (Enhanced).

• Previous experience in insurance or financial services is preferred.

• Excellent relationship-building and communication skills are essential.

• An entrepreneurial mindset and self-motivation are necessary.

🏝️ Benefits

• 1099 compensation with unlimited earning potential through renewals.

• Industry-leading incentive compensation during the first 48 months while you expand your portfolio (Exclusive Agent).

• An existing book of business providing immediate renewal income (Enhanced Agent).

• Exclusive territory within a specialized educator market.

• Dedicated service support to enable you to concentrate on growth.

• Ongoing training, technology, and resources for business development.

• Flexibility to manage your schedule and business operations.

• Exclusive access to the educator market.

• Strong earning potential coupled with stability and opportunities for growth.