Life Insurance Agent

TGG is a well-established financial firm located in San Rafael, CA, seeking a full-time Insurance Advisor to focus on life, disability, and long-term care insurance. The role involves serving a high-volume book of warm leads, conducting client-facing sales, and transitioning into an independent client management position.

Responsibilities

• 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

Skills

• 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

Company Overview