Insurance and Financial Specialist

3 days ago


San Diego, California, United States Farmers Insurance Full time
Life Insurance and Financial Services Career Opportunity

Farmers Insurance is a well-established leader in the life insurance and financial services market. We are currently seeking a skilled Financial Services Agent to join our expanding team in the Farmers District office.

About the Position:

  • This role offers the opportunity to partner with existing agents, leverage warm leads, and provide expert support to agents and their customers, driving growth in our life insurance and financial services business.
  • The ideal candidate will possess a strong background in customer-facing sales, with relevant licenses and registrations such as life and health license with variable authority, Series 6, 7, and/or 63 FINRA registrations.

Key Responsibilities:

  1. Collaborate with existing agents to expand product portfolios.
  2. Tap into warm leads to build and grow your book of business.
  3. Provide expert financial services support to agents and their customers.
  4. Benefit from dedicated support and training resources.

Requirements and Benefits:

  • At least one year of customer-facing sales experience in the life insurance and financial services industry.
  • Life and health license with variable authority, Series 6, 7, and/or 63 FINRA registrations.
  • Competitive base pay plus commission split.
  • Opportunities to qualify for prestigious recognition programs such as MDRT.

Estimated Salary: $65,000 - $110,000 per year, based on experience and performance.



  • San Diego, California, United States Monaco Insurance And Financial Serv Full time

    Job Title: Insurance SpecialistWe are seeking a highly motivated and organized specialist to join our team at Monaco Insurance And Financial Serv. As an Insurance Specialist, your primary responsibility will be to establish strong relationships with customers and provide exceptional service.The ideal candidate should have excellent communication skills, be...


  • San Diego, California, United States Farmers Insurance Full time

    About the Job:We are seeking a highly motivated and results-driven Insurance and Financial Specialist to join our team at Farmers Insurance. As a Financial Services Agent, you will be responsible for partnering with existing agents to cross-sell life insurance and financial service products, leveraging warm leads from our personal lines clients, and...


  • San Diego, California, United States Monaco Insurance And Financial Serv Full time

    Job OverviewThe Monaco Insurance And Financial Services agency in San Diego is seeking a highly organized and efficient professional to fill an administrative role. As an Account Associate, you will be responsible for establishing customer relationships and providing prompt, accurate, and friendly customer service.Salary: $45,000 - $60,000 per year, plus...


  • San Diego, California, United States Monaco Insurance And Financial Serv Full time

    Job OverviewMonaco Insurance And Financial Serv is seeking a highly organized and efficient professional to join their team as an Account Associate. This role involves administrative duties and supporting insurance agents in gaining and keeping customers.This position offers a unique opportunity for motivated individuals who thrive in fast-paced environments...


  • San Diego, California, United States Farmers Insurance Full time

    Explore a lucrative career as an Insurance Business Development Specialist with Farmers Insurance. This dynamic role involves partnering with existing agents to drive sales growth, leveraging warm leads from personal lines clients to expand your portfolio, and providing expert financial services support to enhance client relationships.About UsFarmers...


  • San Diego, California, United States Farmers Insurance Full time

    Your Future AwaitsAbout the Role:Farmers Insurance seeks a skilled Financial Services Agent to spearhead the growth of our life insurance and financial services business.Compensation Package:$90,000 - $140,000 per year, commensurate with experienceJob Summary:This is an exceptional opportunity for a seasoned agent to excel in a collaborative environment,...


  • San Marcos, California, United States Trifunovic Insurance and Financial Services - State Farm Agent Full time

    About Us:Trifunovic Insurance and Financial Services - State Farm Agent is committed to delivering exceptional customer service and achieving outstanding results. We are seeking a highly motivated and organized individual to join our team as an Administrative Support Specialist.Key Responsibilities:Provide prompt and accurate customer service to internal and...


  • San Diego, California, United States Farmers Insurance Full time

    Job Summary:Farmers Insurance is seeking a Life Insurance and Financial Services Representative to join our team. As a Financial Services Agent, you will work closely with existing agents to expand your book of business, tap into thousands of warm leads, and provide expert financial services support to agents and customers.The successful candidate will have...


  • San Diego, California, United States Priority Financial Group Full time

    About the RoleWe are seeking a skilled Financial Planning Specialist to join our team at Priority Financial Group. As a key member of our financial services team, you will be responsible for providing expert advice and guidance to clients on a range of financial matters.This is an exciting opportunity to work with a dynamic and forward-thinking organization,...


  • San Diego, California, United States Spieldenner Financial Group Full time

    About Spieldenner Financial GroupWe are a financial services company dedicated to protecting the future of mid-market families.Our mission is to provide comprehensive and budget-conscious protection solutions that give clients peace of mind and clarity on their financial situation.Job SummaryWe are currently hiring Entry Level and Licensed Insurance...


  • San Diego, California, United States Insurance Search Specialists Full time

    Company Overview:Insurance Search Specialists is dedicated to connecting talented insurance professionals with top-tier regional and national brokerages. With over 25 years of experience, we focus on presenting smart career opportunities to our candidates.About the Role:We are seeking a skilled Commercial Insurance Assistant to support the account management...


  • San Diego, California, United States Spieldenner Financial Group Full time

    Job DescriptionAt Spieldenner Financial Group, we are dedicated to helping mid-market families protect their lifestyle and wealth from unexpected financial losses. As an Insurance Enrollment Specialist, you will play a vital role in identifying and meeting the needs of our clients through our comprehensive programs.We offer industry-leading compensation,...


  • San Diego, California, United States Independent Financial Group , LLC Full time

    Senior Financial Operations SpecialistIndependent Financial Group, LLC is a leading independent broker-dealer headquartered in San Diego, California. Founded in 2003, the company provides comprehensive business solutions to support its network of over 532 independent financial professionals across 377 offices nationwide.As a respected industry leader,...


  • San Diego, California, United States Spieldenner Financial Group Full time

    Job ResponsibilitiesWe are seeking highly motivated and coachable individuals who are eager to learn and grow with our company. As an Insurance Enrollment Specialist, you will be responsible for identifying and meeting the financial protection needs of our clients.You will work closely with our Regional Sales Managers to develop and implement effective sales...


  • San Diego, California, United States Insurance Search Specialists Full time

    Job OverviewAt Insurance Search Specialists, we are committed to connecting talented insurance professionals with top-tier regional insurance brokerages. We specialize in commercial lines insurance and are seeking a skilled Commercial Insurance Assistant to support the account management team servicing middle-market clients. This role offers the flexibility...


  • San Diego, California, United States Monaco Insurance And Financial Serv Full time

    About the RoleWe are looking for a dedicated and results-driven individual to fill the position of Account Associate. The successful candidate will be responsible for establishing and maintaining strong relationships with customers, providing prompt and accurate service, and educating customers about insurance options.The Account Associate will work closely...


  • San Diego, California, United States Farmers Insurance Full time

    Job OverviewFarmers Insurance is a leading provider of life insurance and financial services. We are currently seeking an experienced Financial Services Agent to join our team in the Farmers District office.About the Role:This position will play a key role in growing our life insurance and financial services business through partnerships with existing...


  • San Diego, California, United States Farmers Insurance Full time

    Overview:As a licensed Financial Services Agent with Farmers Insurance, you will play a key role in growing our life insurance and financial services business. We are looking for an experienced professional to partner with existing agents, leverage warm leads to cross-sell from our personal lines clients and provide expert support to both agents and their...


  • San Diego, California, United States MacDonald Financial Solutions Full time

    Build a Successful Career in Life InsuranceAt MacDonald Financial Solutions, we empower ambitious professionals to become independent agents and share our financial and retirement solutions with homeowners. With a focus on providing top-notch customer service, you will have the opportunity to grow your business independently and earn a significant income.As...


  • San Diego, California, United States United Financial Full time

    About the RoleThe Mortgage Loan Officer will play a critical role in helping clients achieve their homeownership goals. You will work closely with our sales team to identify opportunities and provide personalized support to clients throughout the loan process.This is an excellent opportunity for someone who is looking to build a career in financial services...