New York Life Insurance jobs in San Diego, CA - 36 jobs

Job Description Our rapidly expanding insurance agency is looking for a full-time life insurance agent to join our team! You'll grow a list of prospective clients, market our insurance products, showcase our offerings to new customers, and help policyholders navigate the claims process. We'll provide the support network and resources to help you reach - and exceed - your sales goals. If you have a strong drive to succeed, great communication skills, and outstanding customer service skills, we'd love to hear from you. Apply today! Compensation: $90,000+ commission based Responsibilities: Develop a prospective customer base and advertise our insurance products through referrals, cold calling, networking, and other marketing strategies to secure new business Ensure all contracting paperwork is up to date while maintaining databases, records, and bookkeeping Aid policyholders with the insurance claims process while supervising the progress of current insurance claims Onboard incoming and retain existing clients via a variety of customer service tasks, such as appointment booking, and responding to inquiries regarding billing, coverage, eligibility, and insurance policies Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience Qualifications: Skilled with Microsoft Office Strong interpersonal and communication skills are a must High school diploma or equivalent required; Bachelor's degree preferred Active Life & Health insurance license is a strong bonus Previous customer service or experience as a sales representative preferred About Company Awards & Accolades. A++ Superior (A.M. Best) AAA Exceptionally Strong (Fitch) Aaa Exceptional (Moody's) AA+ Very Strong (Standard & Poor's) We're proud of our position in the industry. New York Life was named a 2021 “Elite Gold Organization” by Chief Learning Officer magazine Training Magazine's Training Top 100 for 2021 5.5 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies $938 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products. $4.9 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed. Over $1.1 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.

Job Description Established, top-performing Farmers Insurance agency in Escondido is seeking a licensed, in-office Insurance Customer Service Representative to support our existing book of business. This role is service-first and focused on client retention, policy servicing, and identifying appropriate cross-sell opportunities when they naturally arise. This is a stable, full-time W-2 position with a consistent MondayFriday schedule, no weekends, and a professional in-office environment. Spanish fluency is required. Prior experience in a captive insurance agency such as Farmers, State Farm, Allstate, or AAA is strongly preferred. Benefits Hourly Base Salary + Commission + Bonus Opportunities Paid Time Off (PTO) Hands on Training Mon-Fri Schedule Career Growth Opportunities Evenings Off $30/hour Guaranteed base Pay $1,000 signing bonus after 60 days of employment Commision Opportunities on Cross-Sell Business Profit Sharing 401(k) retirement plan No Weekends Stable, long-term position in a well-established agency Responsibilities Provide high-quality customer service to existing policyholders Handle policy changes, billing questions, renewals, and coverage inquiries Communicate clearly and professionally with clients in English and Spanish Identify and recommend additional coverage when appropriate and in the clients best interest Support policy retention through proactive follow-up and relationship management Accurately document all client interactions and policy updates Collaborate with the team to meet service standards and agency goals Requirements Active California Property and Casualty license or Personal Lines license Fluent in Spanish and English (spoken and written) Experience working in a captive insurance agency (Farmers, State Farm, Allstate, AAA, or similar strongly preferred) Customer service experience in insurance required Reliable, punctual, and comfortable working in a full-time, in-office role Strong communication skills and attention to detail Professional, coachable, and team-oriented mindset

Job Description INSURANCE APPRENTICE $40,000-70,000 Yr Are you driven, goal-oriented, and ready to build a long-term career in the insurance industry? Farmers Insurance District 11 is seeking ambitious individuals to join our Insurance Apprentice Program a hands-on development track that prepares you to become a successful agency owner. Compensation: Base Pay + Commission + Bonus Opportunities What Youll Gain Direct mentorship from top-performing agents A structured path to agency ownership Competitive commissions and performance bonuses Professional training in sales, marketing, leadership, and business development The freedom and independence of building your own business What Youll Do Provide clients with tailored insurance solutions that protect what matters most Educate individuals and families on Farmers wide range of products Generate new business through networking, lead follow-up, and marketing efforts Deliver excellent service while meeting compliance and industry standards Grow your book of business while building your path to agency ownership What Were Looking For Sales or customer service experience (preferred, but not required) Ability to obtain or already hold insurance licenses (personal lines, Property & Casualty, Life & Health, Life all acceptable) Entrepreneurial spirit and strong work ethic A passion for helping others and building long-term relationships

Job Description Data Warehouse Engineer Mutual of Omaha is a Fortune 300 Company. Mutual of Omaha Mortgage is inspired by hometown values and a commitment to being responsible and caring for each other. We exist for the benefit of our customers and employees. Mutual of Omaha Mortgage is a full-service lending company offering both Forward and Reverse Mortgage products including a complete line of residential mortgage, refinancing, specialty, and HECM loans. We employ a knowledgeable staff of experienced Loan Officers with an operations team that is second to none. If you are interested in joining a team that promotes from within and works together toward a common goal of helping customers with their mortgage needs, please review and apply for our opening below! Position Overview: Mutual of Omaha Mortgage is seeking a highly skilled Data Warehouse Engineer to join our data engineering team. The candidate will design, develop, and maintain enterprise data solutions within Microsoft Fabric, leveraging PySpark and Python for data processing and DAG-based orchestration for workflow automation. This role oversees the evaluation, management, and optimization of data resources to ensure integrity, reliability, and performance across the organization. The successful candidate will build and maintain Fabric-based data pipelines and storage solutions, integrating multiple data sources while ensuring consistent governance, quality, and compliance. They will collaborate with engineering, analytics, and business teams to deliver scalable, well-structured data assets that support analytics and strategic decision-making. This position requires a hands-on engineer with strong technical expertise, attention to detail, and the ability to establish and enforce data standards while working independently on diverse, high-impact projects. Key Functions: Design, build, and maintain data warehouse solutions within Microsoft Fabric, including Lakehouses, Warehouses, Data Pipelines, and OneLake assets. Develop and optimize ETL/ELT processes using Python and PySpark, integrating data from multiple structured and unstructured sources. Create and manage data ingestion pipelines using varied input types and formats (e.g., APIs, JSON, REST/SOAP, CSV, XML). Implement and automate data workflows through DAG-based orchestration (e.g., Airflow, Data Factory, Fabric Pipelines). Ensure data quality, consistency, and governance across all Fabric environments. Collaborate with data analysts, business users, and IT to deliver performant, scalable datasets for reporting and analytics. Monitor and optimize data processing performance, storage utilization, and compute efficiency in Azure and Fabric. Establish and maintain standards, documentation, and best practices for data architecture and operations. Partner with cross-functional teams and vendors to design scalable data integration patterns and maintain system reliability. Qualifications: 3+ years of experience in data engineering, data warehousing, or data integration. Proven experience with Microsoft Fabric, including Lakehouses, Data Pipelines, Warehouses, and OneLake. Proficiency in Python, PySpark, and SQL for large-scale data transformations. Experience with Azure Data Services (e.g., Data Factory, Synapse, Databricks, or similar). Strong understanding of data ingestion and manipulation using APIs and modern data tools. Familiarity with workflow orchestration and DAG-based automation frameworks. Working knowledge of data modeling (star and snowflake schemas), data governance, and security best practices. Experience with version control systems (Git) and CI/CD processes for data deployment. Mutual of Omaha Mortgage is an Equal Opportunity Employer, and we encourage diverse, talented, qualified applicants to apply. We offer an extensive compensation package. Benefits include: Vacation - Vacation hours accrue on a per pay period basis. Balance maximums are based on years of service. Paid Sick Time - 40 hours of paid sick time after 90 days of employment. State sick time requirements will be added as needed. 9 Paid Holidays + 1 Cultural Celebration Day (Floating Holiday) Multiple PPO Medical Plans, as well as HDHP eligible plan. Dental Coverage Vision Coverage Company Paid Life Insurance 401K with a generous employer match Additional Benefits including - Optional Life, FSA, Pet Insurance etc. Free Legal Services Employee Loan Program Powered by JazzHR 67XAqhWE45

Job Description Financial Professionals help clients identify and achieve their financial goals. Through New York Life, Eagle Strategies, and NY LIFE Securities, our Financial Professionals offer an array of financial products and services to help clients achieve their financial goals. New York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Financial strategies may include, but are not limited to, retirement planning, education funding, business planning, employee benefits, special needs planning, legacy, and estate planning. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the opportunity to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. You will be in business for yourself, but never by yourself. Qualifications: We require motivated, business-minded individuals who are willing to invest their time and energy into creating profitable and rewarding careers. The candidate we seek must possess uncompromising integrity and the ability to communicate complex ideas. The candidate must also have the ability to successfully network and prospect for new clients, must have excellent communication skills, and effective relationship management skills. Registered Representatives are affiliated with NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency. Financial Advisors are affiliated with Eagle Strategies LLC, a Registered Investment Advisor. NYLIFE Securities and Eagle Strategies are New York Life companies. New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/General Identity Compensation: $90,000+ commission based Responsibilities: Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders Listen attentively to new and potential clients, evaluate their needs and their financial statuses, and propose ideal plan options for their unique circumstances and insurance needs Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty Spend time listening to new and potential clients, assessing their priorities and finances, and determining suitable investment and insurance plan options that successfully meet their individual financial needs Qualifications: Strong interpersonal skills, communication skills, customer service skills, and analytical skills are required Proficiency with accounting or sales-related software is helpful Bachelor's degree preferred; high school diploma required About Company Awards & Accolades. A++ Superior (A.M. Best) AAA Exceptionally Strong (Fitch) Aaa Exceptional (Moody's) AA+ Very Strong (Standard & Poor's) We're proud of our position in the industry. New York Life was named a 2021 “Elite Gold Organization” by Chief Learning Officer magazine Training Magazine's Training Top 100 for 2021 5.5 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies $938 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products. $4.9 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed. Over $1.1 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.

Job Description WE ARE OPEN FOR BUSINESS!!! Our retail start from scratch program is back!!!! As a Farmers Insurance agent, you will have the freedom to be in business for yourself, but not by yourself. Our experienced district team will provide the training, mentorship, and coaching you will need in order to build a successful, financially rewarding insurance agency. Salary Range: Average first-year agents gross $175-$280K per year with bonuses. What We Offer: Unlimited earning potential. Signing bonus. Up to 3 years of monthly and annual bonuses. No franchise fees, no royalty fees. Proven systems for success. One on one coaching and support. Award-winning University of Farmers training. Requirements: · Able to obtain or currently hold a Property & Casualty license and a Life & Health License. (We will provide study material for candidates that do not currently hold both insurance licenses) · Display leadership competencies, including the ability to delegate, engage, and inspire others. · Strong work ethic and leadership skills. · Knowledge of sales and marketing principles and strategies. · Must pass credit and background check.

Learn From the Best! Located in Greater San Diego California, Donald Swanson, President of Agency Operations Farmers, and Farmers Insurance Group team together in helping Leaders Just Like Yourself reach their potential opportunity in Career and Income Goals Serving the industry for over 27 years, Mr. Swanson has an extensive background in Sales, Marketing, and Management Practice. He is consistently recognized by his peers and the industry as one of the BEST to work under while LEARNING the rewarding field of insurance. His credentials include Farmers Agency Development Manager of the Year Award, Multiple Manager of the Year Awards, Sales and Growth Awards, National recognition as one of the Foremost Speakers on Insurance Services including hosting a successful and highly acclaimed radio talk show where he interviewed renowned CEOs, Managers, CPAs and leading insurance consultants from around the country. Mr. Swanson has been recognized by the Farmers Insurance Group as a Championship District Office. His most recent accomplishments include being honored as a Leader among his peers at Farmers Insurance and achieving "TOPPERS", a Prestigious Farmers Insurance Recognition. Mr. Swanson understands Marketing! He and his Elite Staff leave nothing to chance when it comes to marketing yourself as a Farmers Insurance agent. If you ever wondered how will market and obtain new clients, you can put your mind at ease. We will guide you every step of the way. We are looking for individuals who are interested in long-range career growth and have the strategic ability to plan for their professional future. The Company gives you the freedom and autonomy to do your job. We have a healthy work environment and you will be treated with trust and respect while working Job Description Want a Career in the Insurance Industry? Want a Rewarding Career with Equity? APPLY NOW ! We Offer: Leads & Existing Customer Accounts Medical Benefits Equity/Ownership Comprehensive Training & Industry Education Financial Assistance/Salary-Subsidy ..... Up to 100k for the first 3 years Marketing Expense Account Compensation to Hire Your Own Staff Outstanding Earning Potential Opportunity to Own What You Manage! Assistance in Obtaining Insurance Licenses Live Life On Your Terms. Being a small business owner gives you the freedom of running a business with the security of partnering with an industry leader. You'll be your own boss with virtually unlimited earning potential, so your hard work benefits you - not someone else. You'll get ongoing commissions for every active policy (sale) you close, so your income builds as you build your business. That's an upside you may find missing from other opportunities. Plus there is an opportunity to receive Subsidy for your Salary. Employment Type: Full-Time Compensation: $65,000 to 125,000 USD Annually About Farmers Insurance Group / Southern California: Join one of the largest and most-respected insurance brands in the United States with more than 87 years in the business by running your own Farmers agency. We are looking for individuals who want to take control of their life and financial future and become an agency manager with Farmers Insurance. We have seen people from all backgrounds do very well in this industry and a large portion of that is due to the training and assistance we provide. We have several entry points into becoming an Agency Manager with Farmers Insurance. • Traditional Start up Agency- $2,500 Monthly on top of commissions, renewals, bonuses and benefits for your first year. Additional Monthly for the following 2 years reduced. • Agency Acquisition -Purchase an existing book of business or agency that is currently for sale. Financing available. • Seed Program-The Seed Program provides us the ability to assign the partial commission rights to otherwise orphaned policies to a qualified and capitalized external candidate. The candidate receives the benefit of immediate renewal income without the cost of purchasing the book of business. $25,000 Liquidity Required • Retail Agency ~ Similar to a Franchise- you start with a branded office location and staff - $50k Liquidity Required - Extensive training and support through the process - Aggressive bonus -plan based on sales performance. Potential for commission of 50% and up! Entry point benefits can include: (Contracts Vary) • $6,000 Subsidy for having or obtaining your Series 6 & 63 license in the first 12 months • Military Bonuses for Veterans and Active Duty • Extensive training, mentoring and support from our district office • Highly competitive commission, renewal and bonus structure • Build equity for retirement/ Contract Value • Flexible hours, control of your time & no working holidays • Group health and dental benefit plans available • Lead generation and marketing expense reimbursement • Bilingual Candidates $3,000 bonus! Desired Skills and Experience • College degree preferred, but not required. • Sales & customer service & management experience • Excellent communication skills • Self-motivated and goal-oriented mindset • Desire to be active in community • No bankruptcies within the last 12 months • Not more than $1000 past due in collections • Favorable criminal record with no felonies Additional Information About Farmers Insurance: Farmers Insurance is one of the country's largest home and auto carriers as well as the top specialty product carrier in the U.S. We have been recognized as the #1 Corporate Training Program by Corporate Exchange USA & Training Magazine. We are seeking high achievers and we will provide you with a competitive compensation package, advertising, award winning training and a supported lead system. .

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and/or FA/PWA/team Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA/team Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance) Assist FAs / PWAs/ teams in delivering against their business plan and client service model Remaining current on all policies, procedures, and new platforms Participating in firm initiatives (e. g., training or education programs) , special projects and/or other duties directed by local management ADMINISTRATIVE SUPPORT Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed) Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) Maintaining travel itineraries, preparing expense reports and managing the reimbursement process Assisting with general in-office support functions such as copying, filing and scanning documentation Preparing and submitting expense reports for processing at the direction of the FA/PWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience High School Diploma/Equivalency College degree preferred Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Two or more years of industry experience preferred Knowledge/Skills Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts Detail orientated with superior organizational skills and ability to prioritize Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint) Exceptional writing, interpersonal and client service skills Strong time management skills Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Adaptable and ability to multitask Goal oriented, self-motivated and results driven Reports To: Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $34,320.00 and $90,000.00 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

SAN DIEGO AGENCY CA Default: Location : City SAN DIEGO The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The Financial Representative provides financial solutions to the right people, in the right way, for the right reasons. Responsibilities * Identify market(s) and develop appropriate marketing plan. * Prospect and network for middle-market clients by identification of qualified names and making initial contacts. * Contact and secure appointments with prospective and existing clients for the purpose of sales, conservation and service. * Adequately prepare for all appointments through established processes. * Conduct all appointments using Western & Southern Life consultative practices and processes. * Effectively sell insurance and investment solutions. * Effectively plan for and schedule all sales, marketing and service activities for the week and foreseeable future. * Market for the purposes of developing the Western & Southern Life brand at the local level. * Proactively develop community relationships to cultivate and strengthen presence in target market(s). * Maintain personal contact with clients to ensure their evolving financial needs are being met. * Engage in activities for continuous professional development of the skills and knowledge to effectively perform the duties of the job. * Accurately maintain client and company records, payments, etc., in a timely manner. * Operate an automobile during both day and night hours. Qualifications * High level of integrity. * Strong work ethic and willing to work hours that include weekday evenings and weekend hours. * Strong interpersonal, relationship, and influence skills. * Effective communication skills including listening, speaking and writing. * Ability to analyze client needs, understand financial products, complete collaborative discovery with client, and sell tailored solutions. * The ability to influence others to take needed action. * Demonstrate personal drive and resilience to achieve goals. * Willing and able to network for new clients. Educational Requirements * Minimum high school diploma or equivalent; college degree preferred. Computer Skills and Knowledge of Hardware & Software Required * Working knowledge of word processing and spreadsheet applications. * Working knowledge of internet and email. Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.) * Obtain and hold State Life and Health license prior to hire. * Obtain and hold the FINRA SIE, Series 6 and Series 63 within one year of employment. Position Demands * Access to an automobile and ability to maintain a valid driver's license.

The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area directly affected by the performance of the individual. **Responsibilities** : + Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling. + With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions. + Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc. + Master referral opportunities to grow portfolio. + Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.) + Organize client events to enhance client bonding. + Acquire new clients through converting referral leads + Manage client follow-up and adhere to all Regulatory and Compliance operating procedures. + Ensure that KYC/AML and other compliance norms are strictly adhered. + Partner with all roles on branch team to ensure all clients have a positive in-branch experience. + Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. **Qualifications** : + 5-8 years of experience. + Strong analytical and financial skills. + Strong verbal and written communication skills. + Organized with strong attention to details. + Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using Money Guide Pro, or NaviPlan Select, or similar financial planning software preferred. + Basic understanding of investment and financial planning strategies preferred. + Must be a self-starter, problem solver and a goal-oriented team player able to work without direction. + Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent. + Must meet ALL US FINRA Registration requirements within 150 days of starting in the role. + Insurance Group 1 required. + Must meet ALL Insurance Group 1 requirements within 150 days of starting in the role. + This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. **Education** : + Bachelor's/University degree or equivalent experience ------------------------------------------------------ **Job Family Group:** Private Client Coverage ------------------------------------------------------ **Job Family:** Financial Planning Services ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Poway California United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $83,920.00 - $125,880.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Please see the requirements listed above. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Oct 14, 2025 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

The Director of Development (DOD) is responsible for owning the overall training and development infrastructure for advisors with fewer than 5 years of experience in the Downtown San Diego office. The DoD is expected to be knowledgeable regarding activity, productivity, and career milestone expectations for full-time financial advisors and have the skill set necessary to influence behavior and achieve results across all categories. The DoD coaches all advisors in their first 24 months and provides ongoing support, thereafter, serving as the primary relationship touchpoint and positively influencing retention of new advisors. This individual will also engage in the selection process, conveying expectations to candidates and discussing our training platform in detail. The DoD is expected to have significant input and responsibility for enterprise goal creation and tracking. A key leader in the office, the DoD should be prepared to add value in every interaction with new advisors including assigning joint work partners, working thorough mental obstacles, providing language development and sales cycle refinement, conducting trend analysis in an individuals practice, and more. Additional responsibilities may include running leadership meetings, interfacing frequently with mentors, strategically planning and tactically executing, working with and through other members of the Network Office staff, and owning reporting on key performance indicators/goals. Primary Responsibilities Training & Development Oversee training and development initiatives during the candidate selection process. Own the onboarding process for new advisors including pre-training introductory day and language and market development exercises Conduct onboarding meetings, monitor licensing status, and create study plans and timelines for insurance and securities exams. Become well-versed in the Culture Index and related coaching technique Meet and coach new representatives on maintaining activity and effective sales habits with ongoing coaching as needed. Assist in coaching and mentoring college interns, with a focus on conversion-eligible seniors. Train representatives on CRM software usage and ensure accountability for accurate data entry. Partner with Financial Planning Academy (FPA) and Director of Training to organize training schedules and communicate participant readiness, addressing any gaps or issues. On-going Training Oversee the Extended Learning Program (ELP), including the design of unique training modules tailored to meet organizational goals. Attend, supervise, and facilitate training modules to ensure effective delivery and participant engagement. Facilitate debrief meetings with the leadership team and individual faculty members post-academy to review outcomes and identify areas for improvement. Organize and schedule follow-up training sessions throughout the year to reinforce learning and development. Activity Coaching/Board of Review Coordinate and manage the schedules of all leadership team members to effectively support U5 development initiatives. Strategize, manage, and track office expectations (Blueprint for Success), including monitoring activity, production, and commitment for new Financial Representatives (FRs). Prepare, schedule, and lead Board of Review meetings to assess advisor progress and growth alongside mentors and key leaders. Manage the Board of Review process, ensuring accountability to expectations. Create content for and coordinate weekly in-office development meetings, including but not limited to: Monday Morning Meeting, ELP, Road to MDRT. Send Monday Morning Meeting agenda in advance to leadership and conduct all related preparation, including speaker confirmation, preparation of recognition slides, and running activity report. Prepare end-of-week coaching summary emails to be sent to the leadership team (cc MP/CDO). Conduct or supervise activity coaching meetings, ensure coaches are trained, and provide development opportunities. Manage weekly Development Team Meetings to review new FRs' progress and identify strengths and areas of opportunity Prepare end-of-week coaching summary emails for the leadership team and run activity reports, ensuring continuous communication and feedback loops are maintained Strategic Planning & Liaison Collect and track business data to ensure pacing for individual and collective goals. Connect with the Sales Execution Team (SET) on a weekly basis to monitor the pipeline and implement a production tracker with SET. Partner with the leadership team to monitor advisors progress and results; provide recommendations for coaching and mentorship opportunities. Weekly connection and coaching with mentors to align on development strategies. Monitor progress toward and coach advisors to achieve Performance Accelerator Bonus and Performance Pathway Incentives. Joint Work & Mentoring Maintain the joint work list and oversee its use by new advisors. Manage mentor pairings, ensuring mentors are trained and effectively support new representatives. Qualifications & Skills Bachelors Degree preferred. Five seven years of professional experience, preferably in the sales or financial services industry. Superior meeting facilitation and presentation skills. Experience coaching and providing feedback to peers. Aptitude for addressing issues in a proactive and creative manner, and lead crucial conversations. using a results-focused approach. Effective time management to address multiple priorities at multiple levels. Strong analytical skills, detail oriented, and ability to maintain a high degree of confidentiality. Superior written and oral communication skills.

The Branch Manager SAFE Act is a senior management professional responsible for providing full leadership and direction to a team of employees, grow sales and client base in coordination with the consumer sales team . The overall objective of this role is to lead a team grow sales, build customer loyalty and recommend the development of business strategies or initiatives and may include the management of activities by external organizations, and the direct management of individuals and sales teams. Responsibilities: Develop a sales plans and drive individual production goals, including building referral network and relationships with internal partners and external contacts Create an environment through activity-based coaching and performance development and implement/execute coaching plan to develop employee's skill set to achieve personal/branch goals Develop and execute integrated sales, relationship, and credit strategies that are aligned with the Retail Bank's priorities, execute business plan to achieve expected goals in all business categories Support portfolio growth by identifying opportunities to deepen relationships and increase client acquisition and ensure clients receive optimal service and monitor/adhere to operational controls Collaborate with branch partners to successfully achieve goals, build customer relationship and deliver customer service Leverage workforce planning tool to optimize staffing in branches and set expectations for branch staff, fostering an environment in which team members work together to achieve all business goals Integrate segment partners, partner with Assistant Manager and partner with the Division Operational to drive sales and drive outbound sales activities including: representing Citi and building partnerships in the community Conduct daily proof processes to ensure adherence to operational requirements; investigate controllable losses among branch staff; provide coaching and manage performance on decisions used Lead hiring process and coordinate performance management, compensation, communication and employee evaluation of branch staff Responsible for planning, budgeting and policy formulation and involved in short-term planning resource planning Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards. Qualifications: 6-10 years of relevant experience required Previous experience in banking or financial industry preferred Sales management experience preferred Registered or willing to register as mortgage loan originator with Nationwide Mortgage Licensing Obtain or willing to obtain unique identifier from Registry Consistently demonstrates clear and concise written and verbal communication skills Consistently demonstrates analytic skills Education: Bachelor's Degree/University degree or equivalent experience Master's degree preferred This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. ------------------------------------------------------ Job Family Group: Consumer Sales ------------------------------------------------------ Job Family: Branch Sales ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: Encinitas California United States ------------------------------------------------------ Primary Location Full Time Salary Range: $101,760.00 - $152,640.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ Most Relevant Skills Please see the requirements listed above. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Dec 15, 2025 ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.

Job Description INSURANCE APPRENTICE $40,000-70,000 Yr Are you driven, goal-oriented, and ready to build a long-term career in the insurance industry? Farmers Insurance District 11 is seeking ambitious individuals to join our Insurance Apprentice Program a hands-on development track that prepares you to become a successful agency owner. Compensation: Base Pay + Commission + Bonus Opportunities What You'll Gain Direct mentorship from top-performing agents A structured path to agency ownership Competitive commissions and performance bonuses Professional training in sales, marketing, leadership, and business development The freedom and independence of building your own business What You'll Do Provide clients with tailored insurance solutions that protect what matters most Educate individuals and families on Farmers' wide range of products Generate new business through networking, lead follow-up, and marketing efforts Deliver excellent service while meeting compliance and industry standards Grow your book of business while building your path to agency ownership What We're Looking For Sales or customer service experience (preferred, but not required) Ability to obtain or already hold insurance licenses (personal lines, Property & Casualty, Life & Health, Life all acceptable) Entrepreneurial spirit and strong work ethic A passion for helping others and building long-term relationships

Job Description We are seeking a licensed Commercial Lines Client Service & Sales Representative (CSSR) to join our insurance agency. This role supports commercial policy administration, endorsements, renewals, certificates, and claims while providing excellent service to business clients. You will help maintain existing commercial accounts and support new business growth through referrals and sales opportunities. Strong attention to detail, client communication skills, and the ability to thrive in a fast-paced environment are essential. Benefits Hourly Base Salary + Commission + Bonus Opportunities Paid Time Off (PTO) Mon-Fri Schedule Hands on Training Career Growth Opportunities Flexible Schedule Responsibilities Provide prompt, courteous, and knowledgeable service to existing and prospective commercial insurance clients. Advise business clients on appropriate coverage options, including general liability, commercial auto, property, workers compensation, umbrella, and package policies. Process new business submissions, endorsements, renewals, certificates of insurance, and claims inquiries accurately and efficiently. Ensure all sales and service activities comply with insurance regulations, carrier guidelines, and agency standards. Identify opportunities to cross-sell and upsell commercial products, including introductions to life, health, and financial products when appropriate. Maintain accurate and confidential client records, policy documentation, and carrier correspondence. Follow up on quotes, renewals, and client requests in a timely and professional manner. Build and maintain strong relationships with business clients through proactive communication and ongoing service. Stay current on commercial insurance products, underwriting guidelines, industry trends, and regulatory requirements. Collaborate with team members and management to support overall agency growth and client retention. Requirements Must hold an active California Property & Casualty insurance license. Minimum of 1 year insurance experience, preferably in commercial lines client service and/or sales. Working knowledge of commercial insurance products (e.g., general liability, commercial auto, property, workers compensation); familiarity with personal lines is a plus. Excellent communication and relationship-building skills with business clients. Sales-minded, with the ability to identify client needs and recommend appropriate coverage solutions. Proficient in agency management systems and Microsoft Office applications. Strong attention to detail, organizational skills, and ability to multitask in a fast-paced environment.

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and/or FA/PWA/team Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA/team Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance) Assist FAs / PWAs/ teams in delivering against their business plan and client service model Remaining current on all policies, procedures, and new platforms Participating in firm initiatives (e. g., training or education programs) , special projects and/or other duties directed by local management ADMINISTRATIVE SUPPORT Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed) Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) Maintaining travel itineraries, preparing expense reports and managing the reimbursement process Assisting with general in-office support functions such as copying, filing and scanning documentation Preparing and submitting expense reports for processing at the direction of the FA/PWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience High School Diploma/Equivalency College degree preferred Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Two or more years of industry experience preferred Knowledge/Skills Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts Detail orientated with superior organizational skills and ability to prioritize Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint) Exceptional writing, interpersonal and client service skills Strong time management skills Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Adaptable and ability to multitask Goal oriented, self-motivated and results driven Reports To: Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $34,320.00 and $90,000.00 per hour at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Job Description WE ARE OPEN FOR BUSINESS!!! Our retail start from scratch program is back!!!! As a Farmers Insurance agent, you will have the freedom to be in business for yourself, but not by yourself. Our experienced district team will provide the training, mentorship, and coaching you will need in order to build a successful, financially rewarding insurance agency. Salary Range: Average first-year agents gross $175-$280K per year with bonuses. What We Offer: Unlimited earning potential. Signing bonus. Up to 3 years of monthly and annual bonuses. No franchise fees, no royalty fees. Proven systems for success. One on one coaching and support. Award-winning University of Farmers training. Requirements: Able to obtain or currently hold a Property & Casualty license and a Life & Health License. (We will provide study material for candidates that do not currently hold both insurance licenses) Display leadership competencies, including the ability to delegate, engage, and inspire others. Strong work ethic and leadership skills. Knowledge of sales and marketing principles and strategies. Must pass credit and background check.

Job Description WE ARE OPEN FOR BUSINESS!!! Our retail start from scratch program is back!!!! As a Farmers Insurance agent, you will have the freedom to be in business for yourself, but not by yourself. Our experienced district team will provide the training, mentorship, and coaching you will need in order to build a successful, financially rewarding insurance agency. Salary Range: Average first-year agents gross $175-$280K per year with bonuses. What We Offer: Unlimited earning potential. Signing bonus. Up to 3 years of monthly and annual bonuses. No franchise fees, no royalty fees. Proven systems for success. One on one coaching and support. Award-winning University of Farmers training. Responsibilities: Work existing leads, develop new leads, schedule appointments, identify customer needs and market appropriate products. Establish client relationships and follow up with customers in a timely manner as to provide exceptional and extraordinary service. Establish and inspire agency staff. Requirements: Able to obtain or currently hold a Property & Casualty license and a Life & Health License. (We will provide study material for candidates that do not currently hold both insurance licenses) Display leadership competencies, including the ability to delegate, engage, and inspire others. Strong work ethic and leadership skills. Knowledge of sales and marketing principles and strategies. Must pass credit and background check.

The Director of Development (DOD) is responsible for owning the overall training and development infrastructure for advisors with fewer than 5 years of experience in the Downtown San Diego office. The DoD is expected to be knowledgeable regarding activity, productivity, and career milestone expectations for full-time financial advisors and have the skill set necessary to influence behavior and achieve results across all categories. The DoD coaches all advisors in their first 24 months and provides ongoing support, thereafter, serving as the primary relationship touchpoint and positively influencing retention of new advisors. This individual will also engage in the selection process, conveying expectations to candidates and discussing our training platform in detail. The DoD is expected to have significant input and responsibility for enterprise goal creation and tracking. A key leader in the office, the DoD should be prepared to add value in every interaction with new advisors including assigning joint work partners, working thorough mental obstacles, providing language development and sales cycle refinement, conducting trend analysis in an individual's practice, and more. Additional responsibilities may include running leadership meetings, interfacing frequently with mentors, strategically planning and tactically executing, working with and through other members of the Network Office staff, and owning reporting on key performance indicators/goals. Primary Responsibilities Training & Development Oversee training and development initiatives during the candidate selection process. Own the onboarding process for new advisors including pre-training introductory day and language and market development exercises Conduct onboarding meetings, monitor licensing status, and create study plans and timelines for insurance and securities exams. Become well-versed in the Culture Index and related coaching technique Meet and coach new representatives on maintaining activity and effective sales habits with ongoing coaching as needed. Assist in coaching and mentoring college interns, with a focus on conversion-eligible seniors. Train representatives on CRM software usage and ensure accountability for accurate data entry. Partner with Financial Planning Academy (FPA) and Director of Training to organize training schedules and communicate participant readiness, addressing any gaps or issues. On-going Training Oversee the Extended Learning Program (ELP), including the design of unique training modules tailored to meet organizational goals. Attend, supervise, and facilitate training modules to ensure effective delivery and participant engagement. Facilitate debrief meetings with the leadership team and individual faculty members post-academy to review outcomes and identify areas for improvement. Organize and schedule follow-up training sessions throughout the year to reinforce learning and development. Activity Coaching/Board of Review Coordinate and manage the schedules of all leadership team members to effectively support U5 development initiatives. Strategize, manage, and track office expectations (Blueprint for Success), including monitoring activity, production, and commitment for new Financial Representatives (FRs). Prepare, schedule, and lead Board of Review meetings to assess advisor progress and growth alongside mentors and key leaders. Manage the Board of Review process, ensuring accountability to expectations. Create content for and coordinate weekly in-office development meetings, including but not limited to: Monday Morning Meeting, ELP, Road to MDRT. Send Monday Morning Meeting agenda in advance to leadership and conduct all related preparation, including speaker confirmation, preparation of recognition slides, and running activity report. Prepare end-of-week coaching summary emails to be sent to the leadership team (cc MP/CDO). Conduct or supervise activity coaching meetings, ensure coaches are trained, and provide development opportunities. Manage weekly Development Team Meetings to review new FRs' progress and identify strengths and areas of opportunity Prepare end-of-week coaching summary emails for the leadership team and run activity reports, ensuring continuous communication and feedback loops are maintained Strategic Planning & Liaison Collect and track business data to ensure pacing for individual and collective goals. Connect with the Sales Execution Team (SET) on a weekly basis to monitor the pipeline and implement a production tracker with SET. Partner with the leadership team to monitor advisors' progress and results; provide recommendations for coaching and mentorship opportunities. Weekly connection and coaching with mentors to align on development strategies. Monitor progress toward and coach advisors to achieve Performance Accelerator Bonus and Performance Pathway Incentives. Joint Work & Mentoring Maintain the joint work list and oversee its use by new advisors. Manage mentor pairings, ensuring mentors are trained and effectively support new representatives. Qualifications & Skills Bachelor's Degree preferred. Five - seven years of professional experience, preferably in the sales or financial services industry. Superior meeting facilitation and presentation skills. Experience coaching and providing feedback to peers. Aptitude for addressing issues in a proactive and creative manner, and lead crucial conversations. using a results-focused approach. Effective time management to address multiple priorities at multiple levels. Strong analytical skills, detail oriented, and ability to maintain a high degree of confidentiality. Superior written and oral communication skills.