
This full-time Insurance & Retirement Advisor role supports the lead sales and advisory team at Vantage Insurance in Redlands, California. The position focuses on facilitating the financial planning workflow by preparing for client meetings, processing new business, and managing client onboarding. Key responsibilities include taking detailed meeting notes, sending recaps, maintaining CRM data, preparing illustrations and reports, and assisting clients with applications for life insurance and annuities. The role also involves coordinating underwriting and policy delivery processes while ensuring clients complete satisfaction surveys. This opportunity appeals to individuals seeking a collaborative environment that values integrity and excellence. The position requires a minimum of two years of experience in the industry and a valid life insurance license, offering a chance to work closely with senior leadership in a supportive team setting.























