Position: Financial Professional - Insurance Sales Agent

Location: Los Angeles County | San Fernando Valley County | Orange County

A study finds that California retirees would be much better prepared to have a financially secure retirement if they have a guaranteed source of retirement income beyond Social Security, such as annuities and defined benefit plans. Retirees with these guaranteed sources of income are less likely to outlive their savings in retirement. Investment Marketing Solutions Inc. aims to help every American to build and secure their financial future by keeping the most of what they make and we aim to provide innovative, proactive strategies and solutions by introducing exceptionally diverse financial services and products.

We are a highly consumer driven agency that is able to offer clients any plan available through every major insurance carrier. We are looking for outgoing and responsible sales people for a referral driven sales job that is designed to help top performers earn top pay. Because there are so many carriers and plans available, we provide extensive training on product knowledge and tax planning strategies. Insurance Sales Agent/Producers at IMS will work directly with an experienced insurance agent and are paid on our top-rated commission system, which means that they are true entrepreneurs with virtually unlimited earnings potential.

New Agents can expect to make $3000-$5000 per month in the first 3 months. Top Agents make $5000-$8000 per month their first year. So, if you want to belong to a group of top Insurance Sales Agent, join us at IMS!

Essential Functions:

  1. Ability to generate own personal leads with a minimum of 200 potential client list
  2. Work directly with experienced insurance agents for 1-on-1 field training
  3. Document and encode records regarding potential client in office database
  4. Provide required information and schedule appointment
  5. Develop and communicate recommendations for advancing the sales process with lead agent
  6. Obtain referrals in conjunction with marketing program to ensure you have sufficient leads
  7. Prepare life insurance illustrations with multiple companies and present quotes to clients
  8. Provide a high level of customer service to prospects and clients
  9. Effectively organize and track prospects and clients
  10. Meet minimum calls and achieve sales target


  • Preferably 2 years experience working P2P, B2B sales and cold calling
  • Possess active life insurance license and E&O coverage
  • Demonstrated ability to overcome sales barriers
  • Communicate effectively over the phone and provide excellent customer service 
  • Possess average computer skills (database utilization and Microsoft Office)
  • Thrive in a goal oriented, team atmosphere
  • Adhere to ethical, legal and insurance industry standards

What We Offer:

  • Competitive commission levels, which allows you to maximize your earning potential
  • Available draw against commission for qualified candidates
  • Monthly recognition and awards for our top performers
  • A full time sales manager/?mentor to help you sell
  • State of the art client management system and replicating website


Please call us for your resume submission: Glendale Office (818) 736-7374 | Tarzana Office (818) 345-5900

Principals only. Recruiters, please don't contact this job poster. Please do not contact job poster about other services, products or commercial interests.