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Farmers Insurance Agency

Insurance Account Development Associate

Career Insights for Personal Financial Advisor (General)

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What they do

A Personal Financial Advisor advises clients on financial plans and investment strategies. Discusses the client's financial objectives, researches and recommends investment options, advises on tax strategies, monitors client accounts. May be licensed to buy and sell financial products such as stocks and bonds.

$107,221 / year median in California

+5% projected growth

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Job Description

Insurance Account Development Associate Farmers Insurance Agency - 3.5 Cupertino, CA Job Details Full-time $36,000 - $56,000 a year 14 hours ago Benefits Opportunities for advancement Qualifications Customer relationship building Client rapport building Full Job Description Job Overview This is not an entry-level job—it's a launchpad. We're looking for competitive, driven individuals who want to build a serious career in business and leadership. If you're the type who thrives on performance, accountability, and winning, this role puts you in an environment where results matter and growth is earned. You'll get direct access to leadership, real-world business experience, and the opportunity to rapidly separate yourself based on performance.
Salary Range:
$36,000.00 - $56,000.00 per year Benefits Annual Base Salary + Commission + Bonus Opportunities Career Growth Opportunities Hands on Training Mon-Fri Schedule Requirements Demonstrates a strong work ethic with a high sense of ownership and accountability Driven, competitive mindset with a focus on achieving measurable results Open to coaching and able to apply feedback effectively Confident and comfortable building relationships with new people daily Previous experience in sales or leadership is a plus, but not required Genuine interest in long-term career growth, leadership development, and entrepreneurial opportunities Responsibilities Cultivate and strengthen client relationships through networking, referrals, and ongoing communication Deliver tailored solutions aligned with customer needs, objectives, and long-term goals Execute daily performance activities, including outbound calls, scheduled appointments, and timely follow-ups Monitor key performance metrics and refine strategies to drive continuous improvement Partner with leadership on growth initiatives, planning, and overall business strategy Engage in continuous professional development focused on sales, operations, and leadership growth Take on expanded responsibilities over time, including strategic planning, mentoring team members, and supporting overall team performance