FT Financial Sales Specialist

Auvita Financial · Charlotte, NC · 1 mo ago

RemoteRemoteSalesContract

Auvita Financial is expanding its nationwide sales team and looking for motivated professionals who want more freedom in how they work, greater control over their income, and the opportunity to build a business they can truly call their own. This is a fully remote opportunity that can be performed from anywhere in the United States. You can work from home, travel while continuing to serve your clients, or create a schedule that allows you to be more present with your children and family. Agents may begin part time while maintaining another job or build a full-time career from the beginning.

About the Role

Agents meet with prospective clients by phone or video appointment to understand their financial situation, family responsibilities, budget, and insurance needs. The role is consultative and relationship-focused. Your responsibility is to help each client understand their options and determine which available solution is appropriate for their goals.

Responsibilities

Conducting phone or video appointments with prospective clients
Interviewing clients to understand their needs, goals, budget, and existing coverage
Reviewing multiple carrier and product options
Presenting recommendations clearly and ethically
Completing and submitting insurance applications
Following up on underwriting requirements and pending applications
Helping clients through the policy placement process
Maintaining communication with existing clients
Conducting policy reviews and identifying changing coverage needs
Managing appointments, follow-up, and daily activity
Participating in training, coaching, and team meetings
Maintaining an active insurance license
Completing all required continuing education
Following state regulations, carrier requirements, and professional standards
Building and maintaining your own book of business

Qualifications

Successful candidates often come from sales, customer service, hospitality, call centers, inside sales, real estate, retail, banking, healthcare, or other client-facing professions. Previous insurance experience is helpful but not required.

Skills

Comfortable speaking with people by phone and video
Able to ask thoughtful questions and listen carefully
Confident explaining information and handling objections
Motivated by performance-based income
Reliable and consistent with follow-up
Coachable and willing to use established systems
Self-directed and able to manage a flexible schedule
Professional in communication and client service
Willing to obtain and maintain a life insurance license
Willing to complete required continuing education and carrier training

Benefits

Commission-based compensation with contract levels that are higher than the industry average
1099 independent contractor opportunity with uncapped income potential
One of the strongest bonus programs in the industry, allowing agents to earn additional compensation based on production
Residual income potential from the business and client relationships you build
Ownership of your own book of business
Independent, non-captive model with access to multiple carriers and product options
Freedom to recommend solutions based on the client’s needs rather than being limited to one company
Access to the Integrity Health Plan for eligible agents
Daily training, proven systems, and ongoing mentorship from experienced leaders and some of the top-performing agents in the country
Part-time and full-time opportunities with the ability to grow your income as your production increases