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Optimized Insurance Planning Jobs in California (NOW HIRING)

Pronto

Robotics Planning Engineer

San Francisco, CA

$119K - $161K/yr

Motion planning - A robust stack, from path planning to trajectory optimization, to generate smooth ... Medical, Dental, Vision, Disability, and Life Insurance * Flexible Spending Account / Health ...

Primo Brands

Supervisor, Planning

Ontario, CA

Employee Life Insurance, short and long-term disability, critical illness, hospital indemnity ... optimal supply plan from both a cost and service standpoint * Develop tools and processes that are ...

Primo Brands

Supervisor, Planning

Ontario, CA · On-site

Employee Life Insurance, short and long-term disability, critical illness, hospital indemnity ... optimal supply plan from both a cost and service standpoint * Develop tools and processes that are ...

Mettler Toledo

Planning Manager

Oakland, CA · On-site

Our Opening and Your Responsibilities This role is responsible for leading and optimizing all ... life insurance, business travel insurance, Employee Assistance Program, and domestic partner ...

Mettler Toledo

Planning Manager

Oakland, CA · On-site

Our Opening and Your Responsibilities This role is responsible for leading and optimizing all ... life insurance, business travel insurance, Employee Assistance Program, and domestic partner ...

System One

SIOP Planning Manager

Sunnyvale, CA · On-site

$77 - $83/hr

Build and maintain analytical models for demand forecasting, inventory optimization, capacity ... insurance, voluntary plans, as well as participation in a 401(k) plan. System One is an Equal ...

System One

SIOP Planning Manager

Sunnyvale, CA · On-site

$77 - $83/hr

Build and maintain analytical models for demand forecasting, inventory optimization, capacity ... insurance, voluntary plans, as well as participation in a 401(k) plan. System One is an Equal ...

System One

SIOP Planning Manager

Sunnyvale, CA · On-site

$77 - $83/hr

Build and maintain analytical models for demand forecasting, inventory optimization, capacity ... insurance, voluntary plans, as well as participation in a 401(k) plan. System One is an Equal ...

System One

SIOP Planning Manager

Sunnyvale, CA · On-site

$77 - $83/hr

Build and maintain analytical models for demand forecasting, inventory optimization, capacity ... insurance, voluntary plans, as well as participation in a 401(k) plan. System One is an Equal ...

System One

SIOP Planning Manager

Sunnyvale, CA · On-site

$77 - $83/hr

Build and maintain analytical models for demand forecasting, inventory optimization, capacity ... insurance, voluntary plans, as well as participation in a 401(k) plan. System One is an Equal ...

System One

SIOP Planning Manager

Sunnyvale, CA · On-site

$77 - $83/hr

Build and maintain analytical models for demand forecasting, inventory optimization, capacity ... insurance, voluntary plans, as well as participation in a 401(k) plan. System One is an Equal ...

System One

SIOP Planning Manager

Sunnyvale, CA · On-site

$77 - $83/hr

Build and maintain analytical models for demand forecasting, inventory optimization, capacity ... insurance, voluntary plans, as well as participation in a 401(k) plan. System One is an Equal ...

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All JobsOptimized Insurance Planning JobsOptimized Insurance Planning Jobs in California

Optimized Insurance Planning information

What is the difference between Optimized Insurance Planning vs Insurance Advisor?

AspectOptimized Insurance PlanningInsurance Advisor
CredentialsCertifications in insurance and financial planningInsurance licenses, such as Life and Health
Work EnvironmentFinancial firms, consulting firms, or independent practiceInsurance agencies, brokerages, or direct sales
Industry UsageFocuses on comprehensive risk management and financial strategiesFocuses on selling insurance products and policies

Optimized Insurance Planning involves creating tailored, strategic insurance solutions considering overall financial goals, often requiring advanced certifications. Insurance Advisors primarily focus on selling and advising on specific insurance products. While both roles operate within the insurance industry, Optimized Insurance Planning emphasizes holistic financial planning, whereas Insurance Advisors concentrate on product sales and client acquisition.

What are popular job titles related to Optimized Insurance Planning jobs in California? For Optimized Insurance Planning jobs in California, the most frequently searched job titles are:
What job categories do people searching Optimized Insurance Planning jobs in California look for? The top searched job categories for Optimized Insurance Planning jobs in California are:
What cities in California are hiring for Optimized Insurance Planning jobs? Cities in California with the most Optimized Insurance Planning job openings:
Optimized Insurance Planning jobs near you
Infographic showing various Optimized Insurance Planning job openings in California as of July 2026, with employment types broken down into 1% As Needed, 71% Full Time, 22% Part Time, and 6% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution.

Life/Health Insurance Position - State Farm Agent Team Member

Tim McGallian - State Farm Agent

Clayton, CA • On-site

$22 - $28/hr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 6 days ago

Job description

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.