URGENT: Life Insurance Agent – Outside Sales & Enrollment Specialist ( San Francisco)

Employee Retention Benefits

Posted 3 months ago

Full Time

San Francisco, California

Hybrid

Smart Summary

Responsibilities

Conduct group presentations and one-on-one benefit consultations to educate employees on insurance options. Coordinate with outreach teams and maintain accurate records within the CRM system.

Qualifications

We are looking for licensed Life & Health Insurance Agents with at least one year of experience in insurance sales or benefits enrollment. Strong communication, presentation, and consultative sales skills are essential, along with proficiency in CRM platforms and Microsoft Office tools. If you are client-focused, organized, and ready to work in a fast-paced environment, apply now!

Job Description

URGENT: Life Insurance Agent – Outside Sales & Enrollment Specialist (San Francisco, CA)

2 Licensed Agents Needed Immediately | Busy Enrollments Next Month

Immediate Hiring Need

ERB is urgently hiring 2 licensed Life Insurance Agents to support a heavy enrollment schedule next month.

We currently have 8 active client accounts scheduled for enrollment, creating immediate opportunities for licensed agents who are ready to work onsite, engage employees, and generate income right away.

This is a high-volume, consultative outside sales role with structured scheduling and dedicated enrollment support.


Why This Opportunity Matters

  • 8 confirmed accounts scheduled next month

  • Assigned enrollments — not cold leads

  • Onsite and virtual employee meetings

  • Strong infrastructure and enrollment support teams

If you are licensed and available, this role offers immediate production opportunities.


Accelerated Start Income Program (First 90 Days)
Most new agents wait 90 days for carrier commissions.
Our Accelerated Start Income Program eliminates that delay so you can start earning immediately.
What You Get
  • Income in your first month
  • Stable cash flow while you learn
  • Less financial stress
  • Faster momentum and confidence
How It Works
  • You help clients and submit enrollments.
  • We release your earned income monthly for your first 90 days.
  • When carriers pay later, we handle all the matching on our end.
  •     You focus on production — we handle the delay.
    After 90 Days
    • You smoothly transition into the standard ERB payout cycle, with a commission pipeline already built during your first 90 days.
    Not a Loan • Not a Draw • Not an Advance
          This is your earned income, simply paid sooner.
    Key Responsibilities
    • Conduct group presentations and one-on-one benefit consultations (in-person and virtual).

    • Educate employees on benefit options including Life, Accident, Disability, and supplemental products.

    • Guide employees through the enrollment process using client systems and Employee Navigator.

    • Clearly explain coverage options, eligibility, and policy details.

    • Maintain accurate and complete records within the CRM system.

    • Coordinate closely with Enrollment Outreach Representatives (EORs) to ensure efficient scheduling and high participation rates.

    • Support post-enrollment follow-ups to address employee questions and resolve issues.

    • Represent ERB professionally while working onsite at client locations.

    Qualifications
    • Active Life & Health Insurance License (Accident preferred).

    • Minimum 1 year of experience in insurance sales, benefits enrollment, or a related field.

    • Strong interpersonal, presentation, and consultative sales skills.

    • Experience with public sector, municipal, or union-based enrollments is a plus.

    • Proficiency with CRM platforms and Microsoft Office tools.

    • Ability to work independently in a fast-paced, client-facing environment.

    Core Competencies
    • Client-focused and service-oriented mindset.

    • Consultative, needs-based selling approach.

    • Strong organization and follow-through.

    • Clear communicator who can simplify complex insurance concepts.

    • Collaborative team player with accountability.

    Why Join ERB
    • Assigned enrollment opportunities—not cold leads.

    • Structured schedules with support teams handling logistics.

    • Ongoing growth through expanding public and private sector accounts.

    • Clear performance path and income flexibility.

    About ERB Enrollment Solutions

    ERB Enrollment Solutions partners with brokers, employers, and public-sector organizations to deliver high-impact, education-driven benefit enrollments. We specialize in complex, large-scale accounts with multi-location and 24-hour scheduling needs—using proven enrollment strategies, advanced technology, and dedicated client success teams.

    Our process improves employee understanding, protects employer reputation, and significantly reduces the administrative burden on HR teams during open enrollment.

    Apply Today

    We’re filling 5 agent positions immediately for Public Safety’s newest account. Apply now to interview within 48 hours and secure your spot. You can also view our other job openings by clicking here: Careers.

    https://employeeretentionbenefits.zohorecruit.com/jobs/Careers



    Employee Retention Benefits

    Contact us at ☎ 800-674-9484 ★ The #1 Employee Benefit Firm on the West Coast ★ ✔ Are you the VP or DIRECTOR of HR, CEO or CFO of a Corporation, Business, City or County of 25+ Employees who is looking for Enhanced Employee Benefits? ✔ Do you want to Upgrade your Coverage and Reduce your Costs? If so, I offer proven solutions. I’m able to implement the best programs available in the US to reduce your Employee Turnover and Taxes while saving you money. By matching your company and your specific needs, we create a Customized Benefit Program that’s tailored to your needs AND your specific industry. There is Never any out of pocket cost and when we’re done the employees receive the best possible benefit package, and, in some cases, Free Benefits. Your company experiences exceptional employee retention, with reduced costs, and possible tax savings. We have over 50 years of experience to handle the most complex cases, and customer SATISFACTION is our specialty and #1 priority! ★ NEXT STEP ★ But, what we do isn’t right for everyone. So we'd like to set up a time to talk so we can discover if it would make any sense for us to potentially work together. Please contact me at ✉ Eric@employeeretentionbenefits.com or ☎ 626-806-2731 or ☎ 323-844-2555. ★ What Clients Say ★ "Eric did exactly what he said he was going to do. He helped us cut cost and introduced a much stronger benefits package than what we were already providing. He is easy to work with, and we will definitely be recommending his services to others."​
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