Servicepro Insurance Solutions

ServicePro Insurance Solutions & Financial Advisor Admin Support

Remote (U.S. Only) - Can be hybrid if local to Carlsbad | Starting: Part-Time (20 Hours/Week - Opportunity to Full-Time Position) | Hourly + Performance Bonuses

ServicePro Insurance Solutions is seeking an experienced professional to support our growing insurance agency and financial advisory practice.

This position combines appointment setting, sales, client service, insurance administration, and financial advisor support (as a Marketing Assistant to a Prudential Financial Advisor). We are looking for someone who is highly organized, enjoys helping clients, and is passionate about building a long-term career in the insurance and financial services industry.

This is not a general administrative position. We are looking for someone who wants to grow with our firm and become a key member of our team.

Responsibilities

• Schedule appointments through inbound and outbound prospecting.
• Follow up on marketing leads and qualify prospective clients.
• Process insurance and financial account applications, enrollments, and policy changes.
• Communicate professionally with LPL, insurance carriers and clients.
• Answer incoming client calls and emails.
• Assist with financial advisor paperwork and client meeting preparation.
• Maintain accurate CRM records and client files.
• Deliver exceptional client service while helping grow the business.

Qualifications

• Experience in insurance, employee benefits, financial services, wealth management, banking, or financial planning is required.
• Experience with sales, appointment setting, or business development.
• Strong administrative, organizational, and customer service skills.
• Excellent written and verbal communication.
• Comfortable making outbound calls and building relationships.
• Able to work independently in a remote environment. (Potential for hybrid work out of Carlsbad, CA office if you're local - but not required.)
• Seeking a long-term career in insurance and financial services.

Experience with organizations such as State Farm, Farmers, Allstate, LPL Financial, Raymond James, Edward Jones, Merrill, Morgan Stanley, UBS, AXA/Equitable, Prudential, New York Life, Northwestern Mutual, or an independent insurance agency or financial advisory firm is highly desirable.

Compensation

• Competitive base compensation based on experience.
• Performance bonuses for qualified appointments and business development.
• Opportunity for additional hours, increased responsibility, and career growth.

About You

Insurance and financial services aren't just a job—they're your chosen profession.

You're someone who enjoys helping clients, thrives in a fast-paced environment, and wants to build a long-term career with a growing independent firm. You're proactive, dependable, detail-oriented, and excited about contributing to the growth of both an insurance agency and financial planning practice.

Please Include the Following With Your Application **Applications will not be reviewed without a cover letter explaining your long-term commitment to for career growth in this role**

1. Describe your experience in the insurance and/or financial services industry.
2. What licenses do you currently hold (Insurance, Series 6/7/63/65/66, etc.)?
3. Are you currently eligible to work in the insurance and/or financial services industry? Have you ever been suspended from the industry?
4. Describe your experience with sales, appointment setting, and business development.
5. Have you worked for an insurance agency, broker, bank, or financial advisory firm? If so, which firm(s)?
6. If your goal were to generate new Group Health Insurance opportunities with employers (20–200+ employees), what strategies would you use to identify prospects and schedule appointments? CA sitused companies only.
7. What role do you see yourself playing in helping grow an insurance agency and financial planning practice?
8. Describe your customer service philosophy.
9. Why do you want to build your career with ServicePro Insurance Solutions? (Please take a moment to review our website and share how you can see a career development path for you in our agency.)

Employment is contingent upon successful completion of a background check, employment verification, reference checks, and any applicable licensing or regulatory requirements.