Life Insurance and Annuities Sales

PFSA is a non-profit Portuguese fraternal benefit organization serving approximately 40,000 members in California. We are seeking self-driven, relationship-focused professionals who want to make a meaningful difference in the lives of our members.

In this role, you will sell, market, and service PFSA insurance products for existing clients and new customers. You will help individuals, families, and small businesses with life insurance, education savings, and retirement needs through outreach, appointments, presentations, financial analysis, and customer service.

Job Responsibilities

• Develop insurance quotes, deliver sales presentations, and close sales
• Build and maintain networking relationships with local stakeholders
• Treat each customer contact as a cross-sell and up-sell opportunity
• Follow underwriting, rating, and compliance requirements
• Maintain knowledge of new products
• Prospect and generate new business through leads and referral sources
• Call prospective customers and service existing customers
• Follow up to ensure satisfaction; respond to questions and resolve issues

Job Requirements

• Coachable, resourceful, and willing to learn
• Life insurance license required (licensing costs reimbursed after passing exam)
• Career-minded, long-term vision
• Team-oriented with a positive attitude
• Ability to tactfully handle stressful situations

Job Types & Locations

Full-time: Salary + Benefits + Commission — openings available in the East Bay Area.

Part-time: Commission only — openings available in North Bay, Chico, Santa Maria, San Diego, Chino (must live within a 20-mile radius).

Experience

• Sales: 2 years (preferred)