Independent Insurance Agent
Appreciation Financial
Company Description Appreciation Financial is a values-driven financial services organization focused on serving public employees and Middle Market America. We build meaningful relationships with clients, helping them make and save money while protecting their retirement and financial future. With a mission centered on service and giving back, Appreciation Financial emphasizes peace of mind and long-term financial security. Team members join a culture that aligns personal purpose with professional impact, working with clients who share a commitment to community and family.
Role Description The Independent Insurance Agent is a full-time, hybrid role (based in San Diego, CA but other locations available across the USA) with flexibility for some work from home with mandatory Monday and Friday morning team meetings in Mission Valley.
Agents educate clients on life insurance and retirement solutions, conducts consultations to assess coverage needs, and presents tailored solutions that support financial security and long-term planning.
Daily responsibilities include prospecting and following up with leads, building and maintaining client relationships, and managing a personal book of business. The agent prepares quotes, processes applications, and helps clients review and update policies to ensure appropriate coverage. This role also involves collaborating with internal teams, staying current on industry regulations and product updates, and participating in training and development opportunities.
Qualifications
- Candidates should possess strong Customer Service skills to build trust, provide ongoing support, and maintain lasting client relationships.
- Active state insurance license (or willingness and ability to obtain one within 30 days) and familiarity with retirement and protection-focused products.
- Strong communication and interpersonal skills, with the ability to work independently and manage time effectively in a hybrid environment.
- A commitment to serving public servants and middle market clients; prior experience in financial services or sales is beneficial but not required
- Comfort with basic technology and CRM tools for client management and remote work; bilingual skills are a plus.
Vacancy posted 3 days ago
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