SoCal Insurance & Financial Services, Inc

Insurance Advisor


Job Overview

At SoCal Insurance & Financial Services, were on a mission to protect what matters most-people, families, and futures. As an Insurance Advisor, you won't just be selling policies; you'll be building real relationships, guiding clients through important decisions, and helping them feel confident in their coverage.

We're looking for someone who's proactive, people-centered, and excited to grow professionally and personally. If you thrive in a team that's supportive, goal-oriented, and a little bit fun-we'd love to meet you.

Salary Range: $45,000.00 - $50,000.00 per year

Benefits

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Flexible Schedule

Hands on Training

Career Growth Opportunities

Retirement Plan

Hybrid

Medical Reimbursement

7 Paid Holidays

Requirements
  • California Property & Casualty License (Preferred): While a valid California Property & Casualty insurance license is preferred, we’re open to helping the right candidate obtain it.
  • Prior experience in sales or a customer-facing role.
  • Communicate ideas clearly and effective, both verbally and in writing.
  • Comfortable using digital tools, social media, and CRM software to build an maintain relationships.
  • Ability to stay motivated on meeting goals even in a fast-paced environment.
  • Enjoy collaborating with others and contributing to the team's overall success.
Responsibilities
  • Connect with clients to understand their goals and recommend customized insurance solutions (auto, home, life, and more).
  • Educate and empower clients to make confident decisions about their protection.
  • Build and maintain collaborative relationships with real estate agents, lenders, and other professionals to create meaningful referral partnerships and grow your network.
  • Use a mix of digital tools, social platforms, and phone consultations to engage with potential clients.
  • Stay up to date with industry trends and product offerings.
  • Achieve sales goals while focusing on what really matters to your clients.

Remote Type: Hybrid Remote
Job Type: Full-Time
Job Category: Insurance Sales
Location: 18141 Beach Blvd. Ste. 250 ,Huntington Beach,CA,92648,US

About Us

We are a premier Allstate Agency specializing in Home, Life, and Auto insurance. We take our job seriously and tailor our clients' policies to their needs. We care, and it shows in our results! Our dedicated staff work incredibly hard to ensure that our clients are Completely Satisfied! We only hire the best and most dedicated employees to our team.

Why Join Us

At SoCal Insurance & Financial Services, Inc., we are dedicated to providing innovative insurance and financial solutions tailored to our clients' needs. With a vibrant, energetic culture that fosters teamwork and growth, we empower our employees to thrive in a fast-paced industry. Our commitment to excellence and customer-centric approach sets us apart as a leader in the insurance sector. Join us and be part of a dynamic team that values dedication, creativity, and ambition! Elevate your career with us today!

Apply Here


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Contact Us

Phone: 714-841-3177