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

Full time, Remote work, Home office

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