Insurance and Retirement Brokerage Jobs

Insurance and Retirement Brokerage Jobs in Walnut Creek, CA

Alamo Capital is looking to hire a highly motivated insurance broker to build the Insurance and Retirement Divisions! If you are goal-oriented with good communication skills, an entrepreneurial drive, and you’re looking for a job with high earning potential and long-term stability, this is the job for you!

Please submit all resumes to Sandra Carone at scarone@alamocapital.com. Include insurance license number on resume.

Skills:

The ideal candidate will have:

  • At least 3-5 years of experience with insurance and financial services.
  • Qualified Plans experience (includes Pension plans and IRAs).
  • Variable and Fixed annuity experience.
  • Experience in Long Term Care, Life and Disability Insurance products.
  • Comfortable executing comprehensive Financial Plans.
  • Proven track record (must have built successful insurance and retirement practice before).
  • Experience with NaviPlan (financial planning software) is a plus.
  • Hold active California Life, Health and Long Term Care Insurance licenses.
  • Current Series 7 and 63 or 66 licenses.

Duties:

  • Build Insurance and Retirement Department
  • Work with other brokers to develop the growth of the departments.

Compensation and benefits:

  • Base plus commissions
  • 401(k)
  • Medical, dental, and vision insurance.
  • Access to luxury suites and premium seats for local sporting events and concerts for your clients.

 

Alamo Capital is an equal opportunity employer.

 

 

Investment Products

Annuities
Bonds
Mutual Funds
Stocks
Other

Insurance Products

Life Insurance
Disability Insurance
Long Term Care
Business Insurance
Other

Investment Services

Business Retirement Services
Individual Retirement Services
Wealth Management
College Funding
Other