Insurance Consultant / Producer (Life, Disability & Executive Benefits)

📍 San Rafael, CA (Onsite → Hybrid or Remote Flexibility post training)

A growing, relationship-driven insurance brokerage is seeking an Insurance Consultant / Producer to join their expanding team. This is an opportunity for someone who thrives in a consultative, client-first environment and is motivated to build a long-term book of business with significant earning potential.

This is not a transactional sales role — it’s a “slow burn” advisory position focused on developing relationships, building trust, and driving business through consistent, strategic outreach.

Overview

• Base salary up to $100K + uncapped commission (flexible for the right candidate)
• Strong long-term earning potential — $300K–$400K+ once fully ramped
• Structured ramp-up with training, mentorship, and lead support
• Clear path from base + commission to higher commission over time

What You’ll Do

• Build and maintain long-term relationships with clients and referral partners
• Conduct consultative meetings (primarily via Zoom) to assess needs and deliver tailored solutions
• Focus on life insurance, disability insurance, and long-term care planning
• Drive business development activity — prospecting, networking, and pipeline management
• Leverage a large internal book of leads while actively generating new opportunities
• Participate in joint meetings and mentorship early on, transitioning into full ownership of client relationships
• Provide ongoing service and strategic guidance to clients

What This Role Is (and Isn’t)

✔ Relationship-driven, consultative sales

✔ Long sales cycles with high-value client interactions

✔ Heavy focus on business development and pipeline building

✔ Opportunity to build recurring income and a long-term book

✖ Not transactional or quick-close sales

✖ Not a passive “leads-only” role — requires proactive outreach

What You Bring

• Experience in life insurance, disability insurance, or financial services
• Active Life & Health insurance license
• Strong communication and relationship-building skills
• Self-starter mindset with comfort in business development
• Ability to manage multiple client relationships and a growing pipeline
• Experience with CRM systems and structured sales processes

Nice to Have

• Background from another mutual or advisory firms
• Exposure to high-net-worth or executive clients
• Securities licenses (Series 6/63) or willingness to obtain

Perks & Benefits

• Medical and dental coverage
• 401(k) with company match
• 2 weeks PTO + 2 weeks sick time + 10 paid holidays
• Strong mentorship and advisor development program
• Access to established leads and support infrastructure
• Opportunity to grow with a rapidly expanding firm and build significant long-term income

Why Join

• High-growth firm with a large, underserved client base
• Proven training and mentorship — ideal for developing into a top producer
• Real upside: build a sustainable, high-income career through relationships
• Flexibility increases as you ramp and establish your book