
location_on1778, Oakland Road, Wayne, San Jose, Santa Clara County, California, 95131, United States
We are a fast-growing insurance and financial services company known for our results-driven culture and dedication to excellence. Our workplace has been recognized multiple times for its outstanding environment, earning accolades from Entrepreneur Magazine, consistently strong reviews on Glassdoor and Indeed, and a place on the Inc. 5000 list for six straight years. We've also recently been featured in Forbes.
This position centers on financial products such as Indexed Universal Life (IUL) insurance, annuities, and life insurance. It's a great fit for self-motivated individuals seeking the independence of entrepreneurship with the support of a proven system.
As a member of our team, you'll be supported with continuous training and mentorship designed to help you thrive. You will work closely with experienced mentors in a collaborative setting, connecting with pre-qualified leads to evaluate their financial and insurance needs. Your day will involve conducting virtual consultations via Zoom or phone and designing customized insurance solutions based on client goals, presenting recommendations clearly to guide clients toward confident decisions.
If you're looking to take ownership of your career, build financial independence, and make a real difference in people's lives, we encourage you to apply and begin your path to success.
Work model: On-site
1778, Oakland Road, Wayne, San Jose, Santa Clara County, California, 95131, United States
San Jose, California