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Life Insurance Advisor - CA

Remote, USA Full-time Posted 2025-11-03
Help Build Financial Peace of Mind in California Licensed Life Insurance Advisor | California-Based Who We Are At Opal Financial Services, we empower individuals and families to take control of their finances with clarity, compassion, and confidence. Our mission goes beyond insurance — we design personalized strategies that help people build real, lasting financial stability. As our presence expands across the West Coast, we’re looking for a Licensed Life Insurance Advisor in California who is ready to make a real impact. If you're motivated by meaningful work, love connecting with people, and want unlimited potential in your career, this role is for you. What You’ll Be Doing • Connect with clients to understand their financial goals, lifestyle needs, and long-term vision • Create custom insurance plans using term life, whole life, and universal life products • Provide insight on topics like retirement planning, income protection, and risk management • Foster trust and build lasting relationships through follow-ups, education, and client care • Use CRM tools and workflow systems to stay organized and responsive • Meet or exceed performance goals while ensuring full regulatory compliance • Stay up to date with California-specific regulations, insurance trends, and product updates • Explore opportunities to offer clients additional financial solutions where appropriate What You Bring • A valid life insurance license in the state of California • 3+ years of experience in life insurance, financial services, or a client-centric sales role • Strong communication skills and the ability to genuinely connect with people • Comfort using CRM systems and digital tools to stay efficient and organized • A consultative approach to sales — focused on client needs, not quick wins • A growth-focused mindset and a commitment to putting the client first What You’ll Gain • Unlimited earning potential — your performance drives your income • Continuous access to mentorship, training, and career development resources • A collaborative team that’s forward-thinking, supportive, and focused on progress • The chance to make a meaningful difference in the lives of Californians planning for the future Your Future Starts Here If you’re a licensed life insurance advisor based in California, and you're ready to serve clients with purpose and grow your career with a team that values integrity and impact — we want to hear from you. Apply today and become part of a company where people come first, and purpose drives everything we do. Job Type: Full-time Benefits: • Flexible schedule • Work from home Work Location: Remote Apply tot his job

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