ZipRecruiter

Log In

1

Optimized Insurance Planning Jobs (NOW HIRING)

Flowserve

Planning Supervisor

Springville, UT · On-site

Creates production schedule and prioritizes job-orders for production optimization and on time ... Life Insurance + Supplemental Life, Child, Spousal, and AD&D Insurance * Short and Long Term ...

Marriott

Director, Enterprise Planning

Bethesda, MD · On-site +1

The Director advises executives on initiative value delivery with recommendations on optimizing the ... insurance, adoption expense reimbursements, paid parental leave and educational assistance.

Marriott

Director, Enterprise Planning

Bethesda, MD · On-site +1

The Director advises executives on initiative value delivery with recommendations on optimizing the ... insurance, adoption expense reimbursements, paid parental leave and educational assistance.

next page

Showing results 1-20

All JobsOptimized Insurance Planning Jobs

Optimized Insurance Planning information

See salary details

$19.5K

$67.1K

$98.5K

How much do optimized insurance planning jobs pay per year?

As of Jun 10, 2026, the average yearly pay for optimized insurance planning in the United States is $67,056.00, according to ZipRecruiter salary data. Most workers in this role earn between $52,500.00 and $80,500.00 per year, depending on experience, location, and employer.

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.

More about Optimized Insurance Planning jobs
What cities are hiring for Optimized Insurance Planning jobs? Cities with the most Optimized Insurance Planning job openings:
What states have the most Optimized Insurance Planning jobs? States with the most job openings for Optimized Insurance Planning jobs include:
What job categories do people searching Optimized Insurance Planning jobs look for? The top searched job categories for Optimized Insurance Planning jobs are:
Optimized Insurance Planning jobs near you
Life/Health Insurance Position - State Farm Agent Team Member

Life/Health Insurance Position - State Farm Agent Team Member

State Farm

Clayton, CA • On-site

$21 - $28/hr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 27 days ago

State Farm rating

7.5

Company rating: 7.5 out of 10

Based on 1,361 frontline employees who took The Breakroom Quiz

194th of 260 rated insurance

Job description

Responsive recruiter
Replies within 24 hours
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.
Compensation: $21.00 - $28.00 per hour
We're Hiring!
We are an established, growth-oriented agency with a team of highly motivated individuals. We attribute our success to having a fun, energetic environment that is an enjoyable place to work. Our team works hard to reach our goals together as a team and have fun while we are doing it!
About Our Agency
  • Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
  • We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Business Insurance, Health Insurance, and Renters Insurance.
  • Our office is located in Clayton.
  • Our office is open Monday through Friday 9:00 am to 5:30 pm .
  • Before becoming a State Farm Agent, I was previously employed as a State Farm Employee.
  • We currently have 3 team members at our agency.
  • We have 50 years of combined insurance experience in our office.
  • Additional languages spoken: Spanish

We look forward to speaking with you!
State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

What State Farm employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply