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McQuadeTheFuture-CLTB

Bilingual Client Advisor

Full-TimeUpdated on 10/18/2026
$70k - $90k/yr
Entry
San Diego, CA, USA
HybridMostly remote, with some in-person days at the San Diego office; applicants must live within reach of San Diego.
InsuranceInsurance Sales & Agency

About the job

Requirements
  • Be at least 18 years old.
  • Live in the United States within reach of San Diego for in-person workdays.
  • Be legally authorized to work in the United States.
  • Be fluent in Spanish.
  • Have a computer, reliable internet, and a quiet place to work.
  • Be willing to complete training and obtain the required state certification.
Responsibilities
  • Contact families who requested information by phone and video call.
  • Understand families’ needs and explain their family protection options.
  • Recommend the appropriate plan and guide families through enrollment.
  • Follow up with clients and build long-term relationships and referrals.
  • Work toward personal and team goals and support sales.
Desired Qualifications
  • English language ability is a plus.

About the company

Company Size

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Company Stage

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Total Funding

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Headquarters

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Founded

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