Life/Health Insurance Position - State Farm Agent Team Member

Job Description

Job Description

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Vision insurance
• Paid time off

About Us

The McGallian Insurance Agency provides personalized insurance and financial services to help individuals and families protect what matters most. We are seeking an experienced, motivated Life and Health Insurance Agent to join our team full-time in our Clayton, California office.

Position Overview

In this onsite role, you will serve as a trusted advisor to clients, with an emphasis on Medicare Supplement Insurance and life insurance planning. You will assess client needs, recommend appropriate coverage, support existing policyholders, and contribute to the agency’s growth.

Responsibilities

• Generate and develop leads through outreach, referrals, and community involvement.

• Conduct needs assessments based on clients’ healthcare, financial circumstances, goals, and budgets.

• Explain and recommend Medicare Supplement and life insurance products, including term, whole, and universal life policies.

• Assist clients with insurance applications, coverage selections, renewals, and policy updates.

• Build lasting client relationships through ongoing service, education, and follow-up.

• Coordinate with carriers and underwriters to obtain appropriate coverage and competitive rates.

• Maintain accurate client records and process required documentation.

• Stay current on insurance products, Medicare requirements, regulations, and industry practices.

• Meet individual and team sales goals.

• Participate in team meetings, training, and professional development.

• Follow all applicable legal, regulatory, licensing, privacy, and compliance requirements.

Qualifications

• Experience selling life and health insurance; Medicare Supplement and life insurance planning experience preferred.

• Active California Life and Health Insurance licenses required.

• Property and Casualty license is a plus.

• Strong sales, negotiation, communication, and customer service skills.

• Client-focused, ethical, organized, and detail-oriented.

• Comfortable working in a collaborative, office-based environment.

• Able to manage multiple priorities and use CRM and related technology.

• Self-motivated and committed to achieving sales goals.

Compensation and Benefits

• Competitive base salary plus commission and performance incentives.

• Health, dental, vision, and retirement benefits.

• Training, licensing support, and career advancement opportunities.

• Supportive team environment and structured full-time schedule.

Location

This is a full-time, in-office position in Clayton, California.

How to Apply

Please submit your resume and a cover letter describing your relevant experience and why you are a strong fit for the position.

Important: In the Comments section of the Prescreen Questions, write: “I am a Good Neighbor.” Applications that do not include this statement will not be considered.

The McGallian Insurance Agency is an equal opportunity employer. We celebrate diversity and are committed to maintaining an inclusive workplace for all employees.