Experienced Insurance Professional

最後更新:02/19/2019 01:54 PM 瀏覽:15503

Pacific Wealth Solutions

Pacific Wealth Solutions


Job title

Experienced insurance professional


Irvine, California, United States

Position type



Commission-Only position with a competitive commission structure

About Pacific Wealth Solutions

Pacific Wealth Solutions is an international premium financing, consulting, and brokerage firm. Pacific Wealth Solutions directly sells insurance products to foreign nationals, Green Card holders, and U.S. citizens. We provide an exclusive asset management solution for ultra-high net worth clients. The company was recently founded by two publicly traded companies to promote a niche in the premium finance market.

About the job

At PWS, we aim to make your life as an independent agent (“You”) easier, we do all the following:

  1. We do not charge you any fees.  You do not bear any supporting staff salary expenses, you do not pay for any license fees or desk fees.

  2. Our highly educated support team will help you to through the life insurance application process while you focus your efforts on finding new clients.

  3. With PWS’s unique product approach, a PWS agent can make up to 3 or 4 times more commission in a single policy

  4. PWS only deal with HNWI.

  5. PWS may be the first one in the Chinese community promoting PF model.

  6. All members of our support team are from prestigious universities with professional working experience.

  7. We do not do security business.  We do not require our agent to have a security license.

  8. We are one of the first teams from main stream insurance brokerage firm to serve Chinese community.


  1. 我們不會收取任何費用。我們不需要你負擔經紀公司員工薪酬的開支,沒有任何枱面費,我們甚至幫你支付州政府保險牌照註冊費。

  2. 受過高教育水平的行政部同事,會協助你完成客戶人壽保單申請過程讓你可以專心放心繼續尋找你下一個新客戶。

  3. PWS的產品策略,讓你在同一個保單產品上,能賺取超過3 、4倍以上的佣金。

  4. PWS公司的客戶群是高淨值人士。

  5. PWS可能是華人社區第一間用保費融資策略來幫助客戶的公司。

  6. 我們所有行政部的同事均是有專業工作經驗並畢業於全美各大名牌大學。

  7. 我們沒有從事證券相關業務,所以我們不會要求從業員擁有相關牌照。

  8. 我們可能是第一間主流美式保險顧問機構服務華人社區。

Duties and responsibilities

  • Responding to quote requests in adherence with company process.

  • Maximize opportunities afforded by PWS’s new global and local clients.

  • Prospecting for new clients through such avenues as: telemarketing, referrals, social networking, cross-selling current clients, mortgage & auto broker relationships.

  • Identify and qualify potential prospects generated from a variety of sources, including networking, referrals, marketing, telephone, referrals, and other lead sources.

  • Analytical skills and knowledge base to consult with customers on insurance products.

  • Develop insurance quotes, makes presentations based on a real understanding of clients' needs.

  • Develop ongoing networking relationships with Real Estate Agents, Mortgage Brokers, Professional Groups, etc.

  • Must be able to demonstrate and uphold our Company Values: Respect, Understanding,

Creativity and Professionalism

  • Work to monthly KPIs to ensure monthly and annual sales targets are achieved.

  • Ensuring sufficient and relevant information for each order is passed to the Production

Coordinator to agreed standards.

  • Identify prospects and pass leads to PWS where appropriate.

  • Sell PWS product as a global proposition, as well as a local solution.


Required Skills:

  • Bi-lingual in Mandarin and English (Highly Preferred).

  • Must have a good understanding and strong experience of insurance, including: coverage, rating, terminology and technical procedures.

  • Must be sales driven, “people person” who likes to establish new relationships while learning communication strategies and sales methods.

  • A highly creative individual who should be able to make quick decisions and have good judgment skills to meet deadlines under high pressure.

  • Have excellent verbal and written communication skills and strong selling, communication, negotiation and networking skills.

  • Strong organizational, analytical, and project management skills.

  • Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement.

Required Experience:

  • Minimum 1-2 years’ demonstrable sales success (Life Insurance related experience is a plus).

  • Licensed in California Life and Health (Or ability to get licensed).

  • General higher education or sales-training and qualifications.

  • Able to build rapport quickly over phone or face to face.

  • Motivated self-starter who works well independently.

Required Education:

  • Bachelor’s degree preferred or equivalent experience required.

Working conditions

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

This is an independent sales position, so there is a lot of flexibility and there are no buy-ins or quotas to meet. You set your own hours and earn ongoing commissions for each sale you make. you have the opportunity to earn as much as you desire because our commission & bonus plan is both lucrative and uncapped.

Our outside sales representatives are independent contractors. They are not restricted to any one territory. All sales orientation programs, sales samples and supplies are furnished at no cost to you. You are only responsible for prospecting, generating referrals, demonstrating the product and closing sales.

We may provide general guidance/direction to or train junior level support personnel or professional personnel.

Direct reports

This position will report to the Director of Business Development in the company.

Interested candidate please sends resume to careers@pacwealthsolutions.com

(949) 652-3878


Pacific Wealth Solutions
Pacific Wealth Solutions为注册的美国加州保险经纪人,总部位于美国加州尔湾,专精服务美国和亚洲高端华人客户。我们隶属于美国西岸最大的保险代理人之一 PACIFIC ADVISORS (创立于1862年) ,服务超过46,000...