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Field Agent Insurance Jobs in California (NOW HIRING)

ijetconnect

Field Agent

Yorba Linda, CA · On-site

Responsibilities & Expectations TheFieldProtector isan Executive Protection Agent who operates on ... Medical, Dental, Vision, and Life Insurance, Competitive 401k * Employee Assistance Program (EAP)

ijetconnect

Field Agent

Yorba Linda, CA · On-site

Responsibilities & Expectations TheFieldProtector isan Executive Protection Agent who operates on ... Medical, Dental, Vision, and Life Insurance, Competitive 401k * Employee Assistance Program (EAP)

ijetconnect

Field Agent

Yorba Linda, CA · On-site

Responsibilities & Expectations TheFieldProtector isan Executive Protection Agent who operates on ... Medical, Dental, Vision, and Life Insurance, Competitive 401k * Employee Assistance Program (EAP)

ijetconnect

Field Agent - Armed

Los Angeles, CA · On-site

Who We Are Looking For TheFieldProtector Agent isan experienced Executive Protection Agent who ... Medical, Dental, Vision, and Life Insurance * Competitive 401k with employer match * Employee ...

ijetconnect

Field Agent - Armed

Los Angeles, CA · On-site

Who We Are Looking For TheFieldProtector Agent isan experienced Executive Protection Agent who ... Medical, Dental, Vision, and Life Insurance * Competitive 401k with employer match * Employee ...

ijetconnect

Field Agent - Armed

Los Angeles, CA · On-site

Who We Are Looking For TheFieldProtector Agent isan experienced Executive Protection Agent who ... Medical, Dental, Vision, and Life Insurance * Competitive 401k with employer match * Employee ...

Crisis24

Armed Field Agent (CA CCW Required)

Agoura Hills, CA · On-site

$18.75 - $24.25/hr

Who You Will Work With The Armed Field Agent is an Executive Protection Agent tasked with numerous ... Medical, Dental, Vision, and Life Insurance * Competitive 401k with employe r match * Employee ...

Kevin Daniel Insurance Agency LLC

Insurance Agent

Napa, CA · On-site

$50K/yr (+ commission)

I am seeking a Licensed Insurance Agent who hates the traditional Agency model to join my Personal ... fields Impressive written and verbal communication skills Ability to prioritize, multitask and ...

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Field Agent Insurance information

What is a field agent insurance?

Field agent insurance professionals are licensed representatives who work directly with clients to sell, service, and manage insurance policies. They often travel to meet clients, assess their needs, explain policy options, and help with claims. Field agents also act as a bridge between insurance companies and policyholders, providing personalized service and building customer relationships. Their work may involve home visits, site inspections, and educating clients on coverage options. This role requires strong communication skills, a knowledge of insurance products, and the ability to work independently.

What are the key skills and qualifications needed to thrive as a field agent insurance?

To thrive as a Field Agent in Insurance, you need a solid understanding of insurance products, sales techniques, and typically a relevant license such as a state-issued insurance agent license. Familiarity with CRM software, digital quoting systems, and policy management platforms is often required. Strong interpersonal skills, active listening, and resilience make an agent stand out when engaging diverse clients and handling rejections. These competencies ensure effective client acquisition, policy servicing, and long-term business growth in a competitive industry.

What are some common challenges faced by field agent insurance professionals in managing their client portfolios?

Field agent insurance professionals often encounter challenges such as balancing a large and diverse client portfolio, managing time effectively between client meetings and administrative tasks, and staying updated on policy changes. Additionally, building trust with new clients while maintaining strong relationships with existing ones requires excellent interpersonal and communication skills. Adapting to different client needs and navigating complex regulatory environments are also key aspects of the role, making ongoing training and flexibility essential.

What is the difference between Field Agent Insurance vs Insurance Sales Agent?

AspectField Agent InsuranceInsurance Sales Agent
Required CredentialsLicensing, insurance knowledgeLicensing, sales skills
Work EnvironmentFieldwork, client visitsOffice, client meetings
Employer & Industry UsageInsurance companies, agenciesInsurance companies, brokers
Common Search & ComparisonYesYes

Field Agent Insurance primarily involves visiting clients in the field to assess needs and sell policies, requiring licensing and insurance knowledge. Insurance Sales Agents focus more on selling policies, often through office-based or client meetings, emphasizing sales skills. Both roles are common in the insurance industry and often searched together, but they differ mainly in work environment and primary responsibilities.

How do you become a field agent insurance?

To become a field agent in insurance, candidates typically need a high school diploma or equivalent, pass a licensing exam specific to their state or country, and complete any required pre-licensing courses. Once licensed, they often undergo training on insurance products, sales techniques, and customer service before starting fieldwork.

What does a field agent insurance do?

A field agent insurance is responsible for visiting clients' locations to assess insurance needs, gather information, and promote or sell insurance policies. They often conduct inspections, evaluate risks, and provide personalized service, typically working independently and using tools like mobile devices. Strong communication skills and knowledge of insurance products are essential for success in this role.

What cities in California are hiring for Field Agent Insurance jobs?

Cities in California with the most Field Agent Insurance job openings:

Insurance Agent/ Insurance Professional

Pasadena, CA • On-site

New York Life
Colleges, Universities, and Professional Schools • 11 - 50 employees
Learn more about New York Lifeexternal

Full-time

Life

Re-posted 16 days ago

Job description

Join our dependable team.

As an Insurance Agent with New York Life, you will help clients achieve their financial goals, while building a great career for yourself in the process. Utilizing our expansive product lines, our Agents work to guide individuals, families, and businesses towards the financial strategy that is right for them. That is no easy task, but for the right person it can be a truly rewarding career.

We have confidence in our products but more importantly, we have confidence in our Agents to thoughtfully recommend and implement which financial vehicle is right for every client they support. Just as our Managers in the field work to provide one-on-one support and guidance to every Agent they hire.

Qualities that we look for in our Agents:

Sales experience preferred – entrepreneurial mindset

Strong communication skills

Desire to help others

Strong business acumen

Perseverance in the face of a challenge

Ability to engage your community and leverage personal networks/contacts

We’ve built a strong company, one that puts its clients first. We have confidence in our products but

more importantly, we have confidence in our Agents to thoughtfully recommend and implement which

financial vehicle is right for every client they support. Just as our Managers in the field work to provide

one-on-one support and guidance to every Agent they hire.

Training, Development & Benefits

Our new, blended training and development program is designed to work with your schedule, and in this type of role, that can make all the difference. The multifaceted system includes:

In conjunction with in office trainings, we’ve created a comprehensive and user-friendly learning experience within New York Life’s online portal system that is accessible anytime, anywhere and from any device. Learn when and how you want!

You can read in full about all benefits for our Financial Professional role here: https://www.nylbenefits.com/agents

We have Fast Track to Management opportunities for qualified professionals once established in the career.

About New York Life

We are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the four major ratings agencies: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). For over 60 years we have led the way in the industry with the most US members of the Million Dollar Round Table the standard of excellence for life insurance sales performance in the insurance and financial services industry.

New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity

SMRU 1827546 7/1/2020

NorCal Orange logo

About NorCal Orange

Sourced by ZipRecruiter

Industry

Colleges, universities, and professional schools

Company size

11 - 50 Employees

Headquarters location

Syracuse, NY, US

View All NorCal Orange Jobs