Life and Living Benefits Specialist

About the role

Established market access. No cold prospecting. Nearly 130,000 educators and school system employees are currently enrolled across 7,000 school systems nationwide. You are assigned a client list. Your job is to work it.

Responsibilities

• Conduct virtual and occasionally in-person retirement planning consultations with assigned educator clients
• Review 403(b) accounts, retirement income gaps, and protection coverage
• Present life insurance and living benefits solutions from National Life Group's product portfolio
• Develop individualized retirement strategies and guide clients through next steps
• Maintain client records and follow up on open action items through our CRM system
• Collaborate with internal teams to ensure compliant, efficient service delivery

Requirements

• Active Life Insurance License (Florida or transferable equivalent required)
• Financial acumen — comfortable analyzing and discussing income, cash flow, debt-to-income, and retirement projections
• Strong consultative communication skills — you explain complex topics clearly and guide clients with confidence
• Prior experience in financial services, insurance sales, or a client-facing advisory role
• High degree of self-motivation and personal accountability
• Knowledge of 403(b), IRA, or tax-advantaged retirement vehicles is a plus
• Proficiency with virtual meeting tools and CRM systems

Benefits

• 100% commission-based with a 90-day ramp-up stipend
• No earnings ceiling

Pay

$75,000–$200,000+ annual income potential (top earners exceed $200K)

Schedule

Work out of our collaborative, professionally appointed office in Ponte Vedra Beach, Florida.