Estate Planning and Insurance Advisor
$150k - $350kClockwork Advisor
Are you a high-performing Life Insurance agent ready to break into the annuity space—or an experienced annuity specialist looking to scale past your current plateau? We are expanding in California and would love to talk to you! Most advisors spend 80% of their time hunting for business and only 20% actually advising. We’ve flipped the script. We specialize in estate planning and retirement income planning for the 59½ to 77 demographic , and we’ve built a $4 billion sales engine designed to keep your calendar full so you can focus on what you do best: closing. Unfair Advantage for Our Advisors 5–8 Pre-Set Appointments Weekly: Not "leads," not "data," but confirmed face-to-face appointments with motivated pre-retirees and retirees. No cold-calling, no door-knocking, and no prospecting. Massive Earning Potential: $150,000 – $350,000+ per year. Our top-tier advisors comfortably exceed $500,000 . Commissions are uncapped! White-Glove Back Office: We handle the "grind"—custom case design, new business processing, and marketing are all managed for you. Proprietary Sales System: Access our "Advanced Sales Mastermind" and proprietary case design tools that go far beyond basic illustrations. Total Independence + Full Support: Maintain your independence while leveraging the infrastructure of one of the fastest-growing teams in the country. What You’ll Be Doing In-Home Consultation: Meeting local clients to deliver customized retirement and income strategies. Strategic Planning: Guiding clients through life insurance and annuity solutions tailored to their legacy and income goals. Professional Growth: Participating in collaborative mastermind sessions to sharpen your technical edge. Who You Are Licensed & Local: Must hold a valid California Life License and be based in California (this is a face-to-face, in-home role). Experienced: 2+ years of successful Life Insurance sales experience. Growth-Minded: You have a strong interest (or experience) in annuities and a "coachable" mindset. Professional: High energy, a professional demeanor, and a willingness to travel within your local territory. Preferred (But Not Required) Series 65 or 66 license. Experience with Fixed Indexed Annuities (FIAs). Schedule Monday – Friday (Weekends optional/up to you). Ready to Scale? If you are tired of the lead-generation treadmill and ready to step into a proven system with $4 billion in results, let’s talk. #J-18808-Ljbffr Clockwork Advisor
$150k - $350k
Clockwork Advisor is expanding in California and seeking a high-performing Life Insurance agent or annuity specialist. The role focuses on estate and retirement income planning, targeting clients aged 59½ to 77. You will enjoy a massive earning potential of $150,000 -...Suggested$150k
...footprint across California. We operate an advisor-first platform designed to take 100% of... ...established a living trust to review their estate plans and deliver "safe money" income protection solutions Estate Planning & Insurance Advisor Responsibilities Attend pre-...SuggestedFull timeContract workLocal area- Secure Income Management in California is seeking an Estate Planning & Insurance Advisor to assist clients with their estate plans. This position eliminates cold-calling as all appointments are pre-scheduled. Ideal candidates have an active Life Insurance Producer’s License...Suggested
- Secure Income Management LLC is looking for an Estate Planning & Insurance Advisor in Sacramento, California. This full-time, contract position involves attending client meetings and educating them about financial strategies for wealth preservation. The ideal candidate...SuggestedFull timeContract work
- ...growing, and we’re looking for Financial Advisors who are ready to take the next step in... ...retirement, wealth accumulation, and legacy planning Continue developing your client base... ...Strengthen your knowledge in financial planning, insurance, investments, and practice management...Suggested
$90k - $220k
A leading insurance provider in California is seeking an Insurance Advisor to expand their client solutions team. This full-time role involves leveraging a robust portfolio of products while providing holistic strategies to clients. Ideal candidates should have 1-2 years...Full time$90k - $220k
Join to apply for the Insurance Advisor — Client Solutions role at MassMutual Northern California . Location: Pleasanton | Walnut Creek |... ...robust portfolio of products. Partnering with our wealth and planning teams to offer holistic strategies. Growing your client...Full time- ...A State Farm Agent is seeking an Insurance and Financial Services Representative in Sacramento, California. The ideal candidate will... ...customer relations. Responsibilities include providing financial planning and insurance consultations and assisting with retirement...
$104.13k - $175.6k
...drive to be part of our journey as we strive to transform the insurance carrier space. We're proud to be in business for over 50 years... ...through regular agency engagement, presentations, and strategic planning Lead complex account and pricing discussions with agents and...Full timeWork at officeLocal area- Legaci Tomorrow Insurance and Financial Services is looking for a driven Life Insurance Agent committed to helping families protect their financial future. In this role, you'll develop a client base through referrals and community outreach while guiding clients in selecting...Flexible hours
$67.5k - $125.8k
...develop client relationships and identify new business opportunities. This role will involve consultative sales regarding Business Insurance needs while working under supervision to meet sales goals for advancement. The ideal candidate will hold a college degree, possess...Work at office$67.5k - $125.8k
...supervision of the Practice Group Leader and the Director of Business Insurance Sales, and performance is monitored to assess readiness for... ..., ACT and ImageRight, and departmental procedures/policies. Plan ahead and problem solve - anticipate, report, and help resolve...Minimum wageWork at officeAfternoon shift$14.15k - $17.63k
Position Overview Under the general direction of the Deputy Chief Actuary, the Actuary Supervisor plans, organizes, and directs the work of the Valuation Services Unit within the Actuarial Office of the California Public Retirement System (CalPERS). The supervisor serves...Work at officeRemote workMonday to FridayFlexible hours2 days per week3 days per week- State Farm Agent is seeking a part-time office position that offers meaningful work and competitive pay. Successful candidates will provide excellent customer service, develop leads, and have a strong commitment to success. Ideal applicants should possess sales experience...Part timeWork at officeFlexible hours
$70k - $100k
...professional to join their team. You'll build customer relationships and promote products including auto, home, health, and life insurance. Candidates should have sales experience and a strong commitment to helping clients. Compensation ranges from $70,000 to $100,000...Relocation package- ...seeks a Private Client Producer in Sacramento, California. In this role, you will connect with clients to identify their personal insurance needs and deliver tailored solutions. Your contributions will include managing relationships and mentoring team members. Successful...Flexible hours
- A renowned insurance agency located in Sacramento is looking for a motivated individual to join their team as an Insurance and Financial Services Position - State Farm Agent Team Member. This role emphasizes customer service and provides opportunities for professional growth...
- An insurance agency in Sacramento is seeking a full-time customer service representative. Responsibilities include establishing customer relationships, providing prompt support, and educating clients about insurance options. Candidates should possess excellent interpersonal...Full time
- Join to apply for the Credit Underwriter OE - B10 - Telecommuter role at Citi The Credit Underwriter OE is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established...Full timeHome office
- A leading insurance firm in Sacramento is seeking a Commercial Lines Insurance Nonprofit Human Services Underwriting Specialist. This role involves managing a book of business, assessing risks, and building relationships with agents. A successful candidate will have over...Flexible hours
- The Hartford Steam Boiler, a Munich Re subsidiary, seeks a Senior Cyber and Tech Risk underwriter to manage Cyber and Tech E&O risks, develop relationships with agents, and support new specialty liability lines. The role emphasizes collaboration with practice leads, market...Remote job
$100k - $147.2k
...Adobe Acrobat. The position offers a salary ranging from $100,000 to $147,200, along with a comprehensive benefits package including health insurance and a retirement plan. Join a team focused on making a positive impact in the community. #J-18808-Ljbffr Movement-MortgageWork at office- Liberty Mutual Insurance is seeking an experienced Underwriter in Sacramento, CA, to evaluate and price construction-related insurance risks. This role involves managing broker relationships and assessing contractor exposures while collaborating with internal teams to ensure...For contractors
$100k - $147.2k
...questionsClarifying occupancy-related issuesTitle, Appraisal and Insurance questionsProvide upfront Income analysis for the following:Wage... ...Care, Hospitalization, HSA, FSA, DCFSA and QTERetirement plan: 401(k) and RothPaid Time Off: 16 days front loaded. Prorated based...Work at office- A leading risk management firm is looking for an experienced Core Contract Surety Underwriter in California's Central Pacific Region. The role involves underwriting new and renewal Surety business while managing significant accounts. It requires a strong understanding of...Contract work
- Movement Mortgage is seeking an experienced underwriting professional to support the scenario desk, evaluating Prime/Jumbo/Non-QM loans and serving as the main contact for program inquiries. The role covers income analysis, investor guidelines and cross‑department collaboration...Relocation
- DescriptionThe selected candidate will underwrite construction-related insurance risks within assigned authority, applying independent,... ...Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that...Contract workFor contractorsFor subcontractorLocal areaRemote work
$75k - $165k
...marketing strategy Adherence to underwriting rules and guidelines, insurance laws, regulations, and the Zurich Way of underwriting... ...Underwriter is $100,000.00 - $165,000.00,with Global Specialty Incentive Plan bonus eligibility set at 30%. We offer competitive pay and...Full timeContract workTemporary workApprenticeshipWork at officeLocal areaRemote workVisa sponsorship$75k - $165k
...the Claims or Underwriting Support areaOR Zurich Certified Insurance Apprentice including an associate degree and 1 or more years of... ...is $100,000.00 - $165,000.00, with Global Specialty Incentive Plan bonus eligibility set at 30%. We offer competitive pay and comprehensive...Full timeContract workTemporary workApprenticeshipWork at officeLocal areaRemote workVisa sponsorship- EY is seeking an experienced Insurance Technology Consultant to work on technology-enabled transformation programs for global clients. The role focuses on guiding claims, underwriting, policy, and billing transformations, with exposure to major insurance platforms and data...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Estate Planning and Insurance Advisor. Be the first to apply!
- financial planning administrator Sacramento, CA
- patient financial counselor Sacramento, CA
- financial advisor development program Sacramento, CA
- wealth advisor Sacramento, CA
- work from home financial advisor Sacramento, CA
- financial planner cfp Sacramento, CA
- associate corporate finance Sacramento, CA
- project finance associate Sacramento, CA
- financial associate Sacramento, CA
- estate planning consultant Sacramento, CA

