Life and Annuities Advisor - CA - United Bridge Insurance Services

At UBI, we don’t just provide insurance solutions — we empower our agents to build thriving, purpose-driven careers. As a Life and Annuities Advisor, you’ll have the opportunity to not only succeed but to excel in a company built on the principles of teamwork, growth, and making a lasting impact.

Are you a seasoned agent already making strides in the industry? Imagine being part of a dynamic, rapidly growing team where your expertise and ambition will help shape a future where 65% of Americans have the life insurance they need by 2030. We believe this is an ambitious goal that requires the best of the best — and that’s where you come in.

Why UBI?

At UBI, we give you more than just a role — we offer you the tools to truly thrive:

• Cutting-Edge Technology: Our innovative tools are designed to make your job easier and more efficient, allowing you to focus on what you do best — building lasting relationships and delivering top-tier solutions to your clients.
• High-Quality Leads: We provide a steady stream of pre-qualified leads, allowing you to expand your business without the constant grind of prospecting, so you can focus on closing more sales and serving more families.
• A Unified Team and Mission: You won’t just be an advisor here; you’ll be part of a team with a shared mission — to ensure every family in America has the protection they need. With the support of 6,000 like-minded professionals, you’ll feel empowered, motivated, and equipped to make a real difference.

Your Opportunity to Stand Out:

• Leverage your expertise in life insurance and annuities to offer customized solutions that genuinely meet your clients’ needs.
• Enjoy an environment that nurtures growth — not just for the company, but for you. At UBI, we prioritize continuous personal and professional development. You’ll never be standing still here.
• Work with a company that truly values integrity, precision, and speed, and encourages you to act swiftly while delivering the highest quality of service.

Requirements

Your Qualifications:

• You have a proven track record with at least five years in financial services, with a focus on life insurance and annuities.
• You’re licensed with the relevant certifications (life and health insurance) and ready to hit the ground running.
• You’re connected — your established local network gives you direct access to potential clients, but you’re hungry to expand your reach even further.
• You know your market inside and out, and you’re always looking for ways to offer clients smarter, more tailored solutions.

What You Bring:

• A Passion for People: You’re dedicated to creating long-term relationships with clients, offering ongoing support, and ensuring their evolving needs are met.
• Drive and Determination: You’ve already seen success, but you’re ready to take it to the next level — to achieve more, make a bigger impact, and reach new heights in your career.
• Integrity and Trust: Your clients trust you because you’ve earned it, and you carry that trust with pride, knowing it’s at the heart of everything you do.

At UBI, we’re not just building careers — we’re building futures. If you’re a seasoned Life and Annuities Advisor ready to expand your potential, we’d love to talk to you about joining our mission. Together, we can reach new milestones and help more Americans secure their families’ futures.

Benefits

• Work From Anywhere: Enjoy the flexibility of working remotely from any location.
• Make Your Own Schedule: Take control of your time with the freedom to create a schedule that fits your life.
• Uncapped Earning Potential: Your success is in your hands with unlimited income opportunities based on performance.
• Access to Cutting-Edge Technology: Leverage industry-leading platforms and tools to enhance your efficiency and success.
• High-Quality Leads Provided: Focus on closing sales with a steady stream of pre-qualified leads.
• Comprehensive Training and Support: Receive ongoing professional development and support to ensure your success.
• Be Your Own Boss: Work independently with the backing of a trusted company and team.
• Growth Opportunities: Expand your business and explore new markets with UBI’s support.