Associate Partner
About Us
Falcon Pacific Group brings together professionals who believe stronger client service starts with the right choices and support. We work with multiple providers, giving our professionals flexibility to compare available offerings rather than operate within one provider’s product selection. Our platform includes full marketing support, managed provider contracting, mentorship and operational assistance for professionals and their teams.
About the Role
We are seeking an Associate Partner to help recruit, onboard and develop a team of licensed professionals. This role is suited to an experienced producer or team leader who enjoys mentoring others and building consistent business-development habits. You will help agents use Falcon’s resources effectively, strengthen their skills and build sustainable client relationships.
Responsibilities
Identify and assess qualified agent candidates in coordination with leadership. Support onboarding and help new professionals understand available resources and expectations. Develop individualized coaching and development plans. Coach prospecting, needs discovery, presentations, case preparation and follow-up. Conduct joint client meetings when appropriate and authorized. Coordinate marketing, contracting, training and case-support needs. Monitor agent engagement, activity, production quality and retention. Identify barriers to progress and arrange practical support. Maintain personal client production if included in the agreed role. Escalate conduct or compliance concerns to designated personnel.
Requirements
Active California insurance license with appropriate authority. Three or more years of insurance or financial-services experience preferred. Demonstrated production experience and a record of mentoring, coaching or team leadership. Strong recruiting, communication and organizational skills. Ability to set clear expectations and provide constructive feedback. Commitment to responsible selling and professional development. Participation in required online leadership meetings and coaching sessions. What to Expect Access to multiple providers: More flexibility to compare available products and serve different client needs. Full marketing support: Resources, materials and guidance to help build your presence and develop your practice. Managed provider contracting: We handle contracting coordination and provider negotiations on your behalf, reducing the need to manage separate negotiations with each provider. Practice support: Onboarding, product training, mentorship, case design, application processing, CRM and administrative assistance. Pay: $85,000.00 - $170,000.00 per year Benefits 401(k) Flexible schedule Health insurance Work Location: Remote