Life Insurance Sales Representative
Selahi Insurance & Financial Group
San Jose, CA (In Person)
Full-Time
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Job Description
Job Overview We're looking for an experienced Life Insurance Sales Representative who wants to build a long-term career in a relationship-driven agency. In this role, you'll work with clients to review their financial protection and retirement needs, recommend appropriate Life Insurance solutions, and help them put plans in place that support their long-term goals. This is a consultative sales role focused on building trust and maintaining client relationships over time. You'll have access to leads and support from our main office, along with the opportunity to grow your production by developing your own referral sources and network. This role is best suited for someone who is comfortable taking initiative and building their own pipeline. Benefits Paid Time Off (PTO) Hands on Training Career Growth Opportunities Retirement Plan Commission + Bonus Opportunities Requirements Prior experience in Life Insurance sales (required) Active Life & Health insurance license (required) Based in California; local to the San Jose area preferred Willing to work from our San Jose office during regular business hours (preferred) For non-local candidates: ability to travel to the San Jose office at least every other month Strong communication and relationship-building skills Self-motivated, organized, and consistent with follow-through Comfortable generating your own opportunities in addition to working provided leads Responsibilities Generate new Life Insurance business through a combination of provided leads, outbound outreach, referrals, and personal networking Conduct client meetings to assess needs and recommend appropriate Life Insurance and related solutions Manage the full sales process from initial conversation through application and placement Maintain consistent follow-up with prospects and clients to build and close opportunities Meet individual production goals for Life Insurance Build and maintain long-term client relationships through ongoing service and reviews Develop and maintain relationships with Centers of Influence to drive referrals Stay organized and maintain accurate activity and pipeline tracking in the CRM Participate in team meetings, trainings, and agency events About Us Selahi Insurance & Financial Group is an independent insurance broker based in the San Jose Bay Area. We work with multiple carriers to provide individuals, families, and businesses with tailored insurance solutions, from Home and Auto insurance to Commercial coverage, Life and Annuities, and Retirement Planning. Licensed in California and several other states, our multi-lingual team (English, Farsi, Cantonese, Mandarin, Spanish) serves a diverse range of clients with thoughtful guidance and personalized care. Our reputation is built on trust, with many of our clients coming to us through referrals from friends, family, and professional networks.
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