Life and Financial Sales Agent

$36,000 - $79,200/Yr

Daniel Fraser - District Office - Vacaville, CA

Full-time

Vacaville, CA

About the position

As a Life and Financial Sales Agent at Daniel Fraser District Office, you will engage directly with clients to provide essential financial planning services and life insurance solutions. This role emphasizes building strong client relationships and offers a base salary with unlimited commission potential, all within a supportive and positive work environment.

Responsibilities

• Engage with clients to understand their financial and insurance needs, offering tailored advice and solutions.
• Assess client requirements and recommend insurance and financial products that align with their goals and objectives.
• Assist clients with premium payments, ensuring accurate processing and timely follow-ups.
• Build and maintain strong relationships with clients to ensure satisfaction, loyalty, and long-term partnerships.
• Contact existing Farmers clients to offer a life and financial service review.

Requirements

• Must hold a valid Life and Health Insurance License in California or be able to obtain one.
• Previous experience in life insurance or financial services sales is preferred.
• Excellent communication and relationship-building abilities to connect with clients effectively.
• Motivated by achieving sales targets and helping clients secure their financial future.
• Familiarity with the Vacaville, California area and its demographics.
• Maintain a professional demeanor and ethical behavior in all client interactions.
• Proficient in using sales and CRM software to manage client information and track progress.

Benefits

• Monthly Base Salary + Commission
• Mon-Fri Schedule
• Flexible Schedule
• Career Growth Opportunities
• Hands on Training