Fay
The Insurance Agent role at Genstone focuses on achieving individual sales targets and meeting agency production requirements through proactive sales activities and outbound calls. This position involves managing a sales pipeline to quote, sell, and process insurance applications while issuing profitable new business to ensure compliance and growth. The role requires collaboration with referral sources and self-generated opportunities to maintain a sufficient pipeline for meeting monthly sales goals.
Company Size
1-10 employees
Fay Financial is a boutique financial services firm that provides personalized wealth management and financial planning for individuals and small businesses. They offer tax and accounting support, retirement and investment guidance, and outsourced CFO-style advisory to help clients manage cash flow and strategic growth. Fay emphasizes customized plans, clear communication, and practical tools to simplify financial operations and support long-term financial health.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Fay .
31% below the average for this role