Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Insurance Sales Producer to their LBW team in Valencia, CA. 

This is a hybrid role.

This role is an excellent opportunity to earn additional compensation, referral bonuses, and enjoy a variety of valuable company perks!

Essential Functions:

• Prospect and generate new business through networking, cold calling, referrals, and relationship-building within the California market.
• Identify client needs by conducting thorough risk assessments and understanding each prospect’s unique exposures.
• Recommend appropriate insurance solutions based on coverage requirements, carrier guidelines, and client goals.
• Prepare and present proposals to prospective clients, clearly explaining coverage options, premiums, and value.
• Manage the full sales cycle, from initial contact and needs analysis to closing the sale and onboarding the client.
• Maintain strong relationships with existing clients to encourage renewals, retention, and referral opportunities.
• Collaborate with Account Managers and internal teams to ensure smooth policy implementation and service delivery.
• Stay current on carrier products, underwriting criteria, and market trends to provide clients with informed recommendations.
• Travel to client meetings, presentations, and networking events throughout California.
• Document client interactions and sales activities in the agency management system in a timely and accurate manner.
• Meet or exceed sales targets and performance metrics established by the agency.
• Represent the company professionally at industry events, chamber functions, and community engagements.

Qualifications:

• CA Department of Insurance P & C License OR Life & Health License.
• Valid CA Driver’s License.
• Ability to work on-site at least once per week, and travel to clients and prospects throughout Southern California.
• Proven track record of success in an insurance sales role, with strong prospecting skills and a demonstrated ability to close new business.
• Ability to identify, reach, and effectively communicate with Business Owners and High Net Worth Individuals.
• Strong knowledge of insurance carriers and their coverage offerings.
• Ability to assess each prospect’s or client’s unique risks to recommend appropriate coverage solutions.

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Insurance Sales Producer to their LBW team in Valencia, CA. 

This is a hybrid role.

This role is an excellent opportunity to earn additional compensation, referral bonuses, and enjoy a variety of valuable company perks!

Essential Functions:

• Prospect and generate new business through networking, cold calling, referrals, and relationship-building within the California market.
• Identify client needs by conducting thorough risk assessments and understanding each prospect’s unique exposures.
• Recommend appropriate insurance solutions based on coverage requirements, carrier guidelines, and client goals.
• Prepare and present proposals to prospective clients, clearly explaining coverage options, premiums, and value.
• Manage the full sales cycle, from initial contact and needs analysis to closing the sale and onboarding the client.
• Maintain strong relationships with existing clients to encourage renewals, retention, and referral opportunities.
• Collaborate with Account Managers and internal teams to ensure smooth policy implementation and service delivery.
• Stay current on carrier products, underwriting criteria, and market trends to provide clients with informed recommendations.
• Travel to client meetings, presentations, and networking events throughout California.
• Document client interactions and sales activities in the agency management system in a timely and accurate manner.
• Meet or exceed sales targets and performance metrics established by the agency.
• Represent the company professionally at industry events, chamber functions, and community engagements.

Qualifications:

• CA Department of Insurance P & C License OR Life & Health License.
• Valid CA Driver’s License.
• Ability to work on-site at least once per week, and travel to clients and prospects throughout Southern California.
• Proven track record of success in an insurance sales role, with strong prospecting skills and a demonstrated ability to close new business.
• Ability to identify, reach, and effectively communicate with Business Owners and High Net Worth Individuals.
• Strong knowledge of insurance carriers and their coverage offerings.
• Ability to assess each prospect’s or client’s unique risks to recommend appropriate coverage solutions.

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Financial Advisor to their LBW team in Valencia, CA.

This is a hybrid role. 

This role is an excellent opportunity to earn additional compensation, referral bonuses, and enjoy a variety of valuable company perks!

Essential Functions:

• Mange and nurture an existing book of business while continuously prospecting for new clients
• Analyze client financial information and create tailored financial plans aligned with their goals
• Present financial plans to clients, discuss recommendations, and agree on next steps
• Implement financial plans and monitor performance, making adjustments as needed
• Provide ongoing client service, communication, and support to ensure long-term satisfaction
• Prepare and deliver financial planning sessions, presentations, or seminars to drive new business opportunities
• Contribute to developing new sales & marketing strategies
• Build and maintain strong, long-term client relationships to support retention and growth
• Coordinate referrals or consultations with other professionals as appropriate
• Comply with all Federal, State, Local, Broker-Dealer, and LBW rules and regulations
• Complete all required Continuing Education requirements
• Participate in ongoing training to stay current on the financial industry trends, regulations, and products. LBW values a commitment to lifelong learning

Licenses, Certifications & Education:

• FINRA Series 66 license at a minimum. Alternatively, a combination of a Series 63 and Series 7 or Series 6
• Valid CA Drivers License (Required)
• California Life Insurance License is a plus
• CFP or ChFC designation preferred but not required
• Bachelor’s degree in business, finance, sales, marketing or related field, OR a minimum of four years of professional experience in financial services

Qualifications:

• Demonstrated success of maintaining a book of fee and/or commission -based clients
• Expertise in 401(k) and other qualified plans is a plus
• Exceptional communication, presentation, time-management, and organizational skills
• Strong networking abilities within businesses and personal communities
• Ability to listen to client needs and provide suitable financial solutions
• Proficiency with computer systems and Microsoft Office Suite is required

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Employee Benefits Account Manager to their LBW team in Valencia, CA. 

This role can be on-site, hybrid or remote. 

Job Summary:

The Account Manager is a qualified/skilled client facing position that is primarily responsible for the successful delivery of day-to-day service-related activities that are necessary to support Sales, Account Management and Underwriting (the Team) with the retention/growth efforts associated with multiple assigned client accounts (Book of Business). 

Key Responsibilities: 

• Manage the client life-cycle deliverables with oversight from the Benefit Consultant and Team Lead to ensure the successful retention of a Book of Business (94% Renewal Rate). 
• With guidance and supervision, work on client related deliverables of increasing complexity. 
• Beyond foundational knowledge (i.e., industry, product knowledge and regulatory compliance), complete necessary training and professional development to gain exposure to principles such as strategic account planning, effective communication and project management. 
• Identify and declare area of focus/subject matter expertise. 

Essential Duties: 

• As part of the client life cycle (on-boarding, ongoing support and renewal), work closely with the Team to execute on the day-to-day service deliverables for ALL lines of coverage and products by:
  • Supporting the Team Lead to understand a client’s goals/objectives and develop a multi-year strategic plan (roadmap)
  • Defining an annual service delivery calendar (life cycle) in support of the multi-year strategic plan (roadmap)
  • Preparing the various deliverables by leveraging team member expertise, available tools, established standards/work products, etc. to manage client expectations and ensure timely delivery of materials in accordance with the client life cycle  
  • Effectively communicating and presenting findings, analysis and recommendations in meetings/calls/emails(i.e., setting agendas and appropriate internal/external follow-up)
  • Prepare standard and ad-hoc reports and other client related projects (as needed)
  • Developing, cultivating and maintaining strong client/vendor relationships 
• At various times throughout the year (i.e., Open Enrollment), review employee education and communication materials (i.e., Benefit Guides).   
• Research, respond and/or resolve client inquiries/service-related issues independently, involving more experienced team members and resources when necessary. 
• Ensure that contact information for all client stakeholders is appropriately managed for purposes of both Client Satisfaction (NPS) and Thought Leadership. 
• In order to identify/overcome gaps, work with Team Lead and Producer to create and periodically review/update/manage Internal Account Plan. 
• Interact with carriers and vendors on behalf of the client and the team. 
• Ability to identify and leverage resources appropriate for upsell opportunities. 
• Develop new and creative benefit solutions with guidance. 

Education & Experience:

• Bachelor’s Degree preferred. 
• 5+ years of prior practical account management experience with a health and welfare carrier or broker is required.
• Current and active California Life & Health License is required. 

Competencies & Qualifications: 

• Experience with Large and Small Group clients.
• Knowledge of health and welfare plans, including medical, dental, vision, STD and LTD insurance.
• Ability to interpret client’s current coverage plan, identify gaps, and recommend opportunities to expand lines of coverage.
• Ability to prepare RFP and have knowledge of the insurance marketplace.
• Ability to market new and existing clients.
• Excellent presentation skills, includes use of Excel and PowerPoint.
• Experience navigating and quoting in quoting systems.
• Experience working in AMS360.
• As needed, must be able to drive to client locations and deliver OE and education presentations.
• Bilingual English/Spanish preferred.