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Life Insurance Illustration Jobs (NOW HIRING)

Design insurance illustrations and client-ready one-pagers (MassMutual + preferred carriers) using ... Strong knowledge of life insurance products, illustration platforms, and case design; working DI ...

Design insurance illustrations and client-ready one-pagers (MassMutual + preferred carriers) using ... Strong knowledge of life insurance products, illustration platforms, and case design; working DI ...

Design insurance illustrations and client-ready one-pagers (MassMutual + preferred carriers) using ... Strong knowledge of life insurance products, illustration platforms, and case design; working DI ...

Design insurance illustrations and client-ready one-pagers (MassMutual + preferred carriers) using ... Strong knowledge of life insurance products, illustration platforms, and case design; working DI ...

Life Insurance Brokerage Manager

OR · Remote

$150K - $200K/yr

Life insurance is a complex and consequential purchase that impacts hundreds of millions of ... Be the quarterback for your advisors - you'll be hands-on, running illustrations, helping with case ...

Life insurance is a complex and consequential purchase that impacts hundreds of millions of ... Be the quarterback for your advisors - you'll be hands-on, running illustrations, helping with case ...

Life Insurance Wholesaler

OR · Remote

$45K - $60K/yr

Illustration and case design support * Marketing, case management, and licensing support Travel ... life insurance. Equal Employment Opportunity Statement We are an Equal Opportunity Employer and ...

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Life Insurance Illustration information

See salary details

$70K

$89K

$106K

How much do life insurance illustration jobs pay per year?

As of Jun 12, 2026, the average yearly pay for life insurance illustration in the United States is $88,978.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,500.00 and $98,500.00 per year, depending on experience, location, and employer.

Are illustrators in high demand?

Illustrators, including those working on life insurance illustrations, are in steady demand across industries such as finance, advertising, and publishing. The need for skilled artists with proficiency in digital tools and understanding of industry-specific content supports ongoing employment opportunities, though demand can vary by region and specialization.

What are some common challenges faced by professionals working in life insurance illustration roles, and how can they be addressed?

Professionals in life insurance illustration roles often encounter challenges such as staying current with rapidly changing product features, regulatory requirements, and software tools. They must ensure that illustrations are both accurate and compliant while clearly communicating complex policy details to agents and clients. Effective communication and continuous training are key to overcoming these challenges, as is collaborating closely with underwriters, actuaries, and sales teams to resolve discrepancies and deliver timely, customized solutions.

What are the key skills and qualifications needed to thrive as a Life Insurance Illustration Specialist, and why are they important?

To thrive as a Life Insurance Illustration Specialist, you need strong analytical skills, attention to detail, and a solid understanding of life insurance products, often supported by a background in finance or insurance. Proficiency in illustration software such as WinFlex, Ensight, or carrier-specific platforms, as well as knowledge of regulatory compliance, is typically required. Excellent communication, problem-solving abilities, and customer service orientation are valuable soft skills for succeeding in this role. These competencies ensure accurate, compliant, and client-focused illustrations that support sales and client decision-making.

What is the difference between Life Insurance Illustration vs Life Insurance Agent?

AspectLife Insurance Illustration

AspectLife Insurance Agent

While a Life Insurance Illustration is a detailed projection of policy benefits and costs, a Life Insurance Agent is a professional who sells and explains these policies. The illustration provides visual and numerical data to help clients understand potential outcomes, whereas the agent uses this information to guide clients in choosing suitable coverage. Both roles require knowledge of insurance products, but the illustration is a tool used by agents to facilitate sales and client understanding.

What is the highest paying life insurance company to work for?

The highest paying companies for life insurance illustration roles tend to be large, well-established insurers such as Northwestern Mutual, New York Life, and MassMutual, which offer competitive salaries, bonuses, and benefits. Compensation can vary based on experience, location, and performance, with senior roles and those requiring specialized licenses often earning the highest pay.

What is a life insurance illustration?

A life insurance illustration is a detailed document provided by insurance companies that projects how a life insurance policy might perform over time. It shows estimates of future premiums, cash values, death benefits, and other important policy features based on certain assumptions about interest rates, fees, and policyholder actions. These illustrations help customers understand the potential costs and benefits of a policy, but actual results may differ if the underlying assumptions change. It's important to review these documents carefully and ask your agent questions to fully understand your policy.

How much can I sell a $100,000 life insurance policy for?

As a life insurance illustration professional, the value of selling a $100,000 policy depends on factors like the policy's type, age, health, and market demand. Typically, life insurance policies are not sold directly but can be assigned or sold through a life settlement, which may yield a percentage of the policy's face value, often ranging from 20% to 80%. The actual amount received varies based on these factors and the buyer’s valuation.

What is an illustration for life insurance?

A life insurance illustration is a detailed projection of a policy's future benefits, premiums, and cash value based on assumed interest rates and other factors. It helps agents and clients understand how the policy may perform over time and is often used during the sales process. Creating accurate illustrations requires knowledge of insurance products, financial assumptions, and compliance standards.
Life Insurance Specialist

Life Insurance Specialist

AAA Northern California Nevada & Utah

Redwood City, CA • On-site

$18.65/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 14 days ago


Job description

Why Work For Us?

  • Great Pay - opportunity to participate in AAA discretionary annual incentive plan or other incentive plans depending upon position
  • 401k Matching - $1 for $1 company match up to 6% of eligible earnings per pay period
  • Benefits - Medical, Dental, Vision, wellness program and more!
  • Paid Holidays
  • Paid Time Off - Team Members accrue paid time off monthly. Depending on position, an additional 24 hours per year are earmarked for volunteer activities.
  • Collaborative Environment - AAA will value your contribution to providing exceptional service to our members
  • Free AAA Classic Membership
  • AAA Product Discounts
  • Tuition Reimbursement Program

.

At AAA, our Team Members strive to deliver amazing service and help our Members outsmart life's roadblocks. We believe everything you do outside of work adds to who you are at work. We're working to transform AAA for the next century with a mission to create Members for life by unleashing the innovative spirit of our Team Members.

Essential Functions

  • Maximizes life insurance market penetration with current members and property/casualty insureds and stays vigilant for new sales opportunities. Maintains high quality production and persistency standards to assure profitable growth. Identifies and develops sales opportunities within the community. Follows company approved sales process in the completion of required financial, activity and sales reporting.
  • Provides life sales support and training on lead development and identification for the frontline employees, Insurance Sales Agents (P/C) and other staff who come in contact with members/ insureds. Establishes and maintains strong working relationships with front line employees, Sales Agents and the branch management team. Notifies Agents in a timely manner of result with referred lead. Provides leads from life insureds and other calls to Sales Agents for other products/services, i.e., membership, auto/homeowners and travel insurance.
  • Stays well-informed of changes and developments in policy and/or external practices. Attends meetings to obtain information, provide input, keep lines of communication open, stay updated and offer sales ideas when appropriate. Keeps current in industry; maintains continuing education for licensure.
  • Develops annual business plan with input and involvement from the Life Sales Manager to meet goals and determine responsibilities, including new business life sales, quality standards, as well as building outstanding customer relationships. Reviews plan objectives and reassesses strategies to align performance relative to annual sales goals.
  • Ensures compliance with NCNU and AAA Life and regulations, as well as external regulations

Knowledge/Skills/Abilities

  • Strong interpersonal, presentation and communication skills needed to interact with staff, members and insureds effectively
  • Ability to cultivate relationships with peers and staff; educates staff to make referrals to Life Insurance
  • Agents
  • Computer skills in basic software applications, and navigating business applications specific to life insurance
  • Demonstrated skills in selling life insurance and annuities; Skills to develop, track and effectively follow up on leads (preferred)
  • Strong knowledge in sales techniques, life product line illustrations, features and benefits (preferred)
  • Demonstrated skills in prospecting and lead generation abilities (preferred)
  • Bilingual communication skills (preferred)

Education & Experience/Licenses & Certification

  • High School Diploma or GED
  • Valid Automobile Operator's License
  • Active State Resident Life Insurance License
  • Bachelor's degree in related area or an equivalent combination of education and experience
  • (preferred)
  • 1+ years experience in Life Insurance and/or Annuity Sales (preferred)
  • CLU, ChFC and/or LUTCF Designations (preferred)

Work Environment/Physical Requirements

Works in an office environment sitting at a desk, table or computer workstation for extended periods of time. May travel by car, plane or other form of transportation to attend business meetings or conferences. Approximately 50-80 percent of the time spent on the job involves the use of a personal computer.

$18.65/hour non-recoverable draw on commission + incentive

#LI-ML

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AAA Northern California, Nevada & Utah logo

About AAA Northern California, Nevada & Utah

Sourced by ZipRecruiter

AAA (the American Automobile Association, Inc.) is a federation of affiliated automobile clubs. Each AAA club is an independent, not-for-profit organization, chartered and incorporated in its own state and controlled by its own Board of Directors. In order to be affiliated with AAA, each club agrees to provide certain standard services to its own members, as well as members of other AAA clubs. The individual club owns the territory in which it resides, and membership is based on residence. Exact dues and services will vary slightly between clubs.

Industry

Insurance carriers

Company size

1,001 - 5,000 Employees

Headquarters location

Walnut Creek, CA, US

Year founded

1900

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