Job Description

Qualifications

• Active life insurance license or willingness to obtain one (guidance provided)
• Professional communication and strong follow-through
• Ability to work independently in a remote environment
• Organized, self-motivated, and coachable
• Comfortable learning new systems and following a structured process
• A genuine desire to help clients with financial protection and planning

What We Provide

• Pre-Qualified Appointments: 6–10 scheduled client meetings per week (no cold calling or paid lead generation required)
• Structured Training: Step-by-step onboarding, sales process guidance, product education, and CRM setup
• Technology & Systems: CRM access and automated follow-up tools
• Supportive Environment: Ongoing mentorship and optional leadership opportunities as production grows
• Remote Work: Appointments conducted virtually from your home office

Responsibilities

• Attend scheduled virtual appointments with prospective clients
• Assess client needs and recommend suitable insurance products
• Complete applications accurately and in compliance with carrier requirements
• Follow up with clients as needed and maintain organized records
• Participate in training and development to improve product knowledge and sales performance

Job Tags

Similar Jobs