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Life/Health Insurance Position - State Farm Agent Team Member

Tim McGallian - State Farm Agent

Clayton, CA

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JOB DETAILS
SKILLS
Best Practices, Budgeting, Communication Skills, Customer Relations, Customer Relationship Management (CRM) Systems, Customer Support/Service, Dental Insurance, Detail Oriented, Develop and Maintain Customers, Diversity, Documentation, Exceeded Sales Goal, Financial Planning, Financial Services, Futures, Health Insurance, Healthcare, Insurance, Insurance Underwriting, Interpersonal Skills, Lead Generation, Licensing, Life Insurance, Maintain Compliance, Medicare, Multitasking, Needs Assessment, Negotiation Skills, Organizational Skills, Record Keeping, Regulations, Regulatory Compliance, Regulatory Requirements, Sales, Team Player, Time Management, Training/Teaching, Vision Plan
LOCATION
Clayton, CA
POSTED
30+ days ago
Benefits:
  • Training & development
  • 401(k)
  • Dental insurance
  • Health insurance
  • Vision insurance


About Us:
At The Tim McGallian – State Farm Insurance Agency, we are dedicated to delivering exceptional insurance and financial services to our clients. We uphold a tradition of excellence, personalized service, and community commitment. Our team thrives on building lasting relationships and providing tailored solutions that help individuals and families protect what matters most. We are currently seeking a dynamic, motivated, and experienced Life Insurance and Health Insurance Agent to join our office full-time and help us continue to grow.


Position Overview:
Are you a passionate problem-solver and trusted advisor? Do you enjoy a fast-paced environment where every day brings new challenges and opportunities? As a Life Insurance and Health Insurance Agent, you will be a key resource for our clients, specializing in Medicare Supplemental Insurance and Life Insurance Planning. You will work onsite, collaborating with our team to deliver personalized insurance solutions that secure our clients’ financial futures.


Key Responsibilities:


  • Generate and nurture leads through proactive outreach, community involvement, and referrals.
  • Conduct comprehensive needs assessments to understand clients’ healthcare, financial situations, and future goals.
  • Provide expert guidance on Medicare Supplemental Insurance plans and Life Insurance products, including term, whole, and universal life policies.
  • Assist clients in selecting and applying for appropriate insurance coverage tailored to their unique needs and budgets.
  • Manage and maintain existing client policies, ensuring timely renewals and adjustments as needed.
  • Offer basic financial advice and direct clients to additional financial services to help them achieve long-term security.
  • Maintain up-to-date knowledge of insurance products, Medicare regulations, and industry best practices to ensure compliant and accurate advice.
  • Build and sustain strong client relationships through ongoing support and education.
  • Collaborate closely with insurance carriers and underwriters to secure competitive rates and optimal coverage.
  • Meet or exceed individual and team sales goals and contribute positively to the office culture.
  • Accurately maintain client records, process documentation, and ensure compliance with all regulatory requirements.
  • Participate actively in team meetings, training sessions, and professional development opportunities.
Qualifications:


  • Proven experience as a Life Insurance and Health Insurance Agent, with a focus on Medicare Supplemental Insurance and Life Insurance Planning preferred.
  • Valid and active state insurance licenses for Life and Health Insurance; Property & Casualty license a plus.
  • Strong sales, negotiation, and customer service skills.
  • Excellent communication and interpersonal skills with a client-first mindset.
  • Ability to thrive in a collaborative, office-based environment.
  • Detail-oriented with strong organizational and multitasking abilities.
  • Tech-savvy, comfortable learning new software and using CRM tools effectively.
  • High ethical standards and commitment to exceptional client care.
  • Self-motivated and driven to meet and exceed sales targets.
What We Offer:


  • Competitive base salary plus commission and performance-based incentives.
  • Comprehensive benefits package including health, dental, vision, and retirement plans.
  • Supportive, team-oriented office environment with leadership committed to your growth.
  • Opportunities for ongoing training, licensing support, and career advancement.
  • Work-life balance with a structured full-time schedule in our conveniently located office.
Location:
This is a full-time, in-office role at our Clayton, CA location, providing a collaborative and resource-rich work environment.

How to Apply:


If you are ready to take your career to the next level and make a meaningful impact in the lives of our clients, we want to hear from you! Please send your resume and a cover letter detailing your relevant experience and why you are the perfect fit for this role.


Important: In the Comments section of the Prescreen Questions, please write “I am a Good Neighbor”. Applications without this will not be considered.


Join The Tim McGallian – State Farm Insurance Agency and be part of a team where your skills and passion truly make a difference. Apply today and help us protect and empower our community with the best in insurance and financial services!


The Tim McGallian – State Farm Insurance Agency is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

About the Company

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Tim McGallian - State Farm Agent