📈 Life Insurance | AI Tools | $120K
InsurTech Advisors · United States · 2 wk ago
RemoteRemoteBusiness DevelopmentContract
What You’ll Do
- Conduct virtual consultations with prospective clients through phone, Zoom, and digital platforms
- Understand client goals related to income protection, family security, mortgage protection, debt coverage, retirement planning, and legacy planning
- Perform financial needs analysis and recommend appropriate insurance strategies
- Present customized solutions using advanced quoting and illustration technology
- Guide clients through a streamlined digital application process
- Manage cases through underwriting and policy issuance
- Build long-term client relationships that create referrals and repeat business
Why Agents Choose Us
- Technology Advantage
- Carrier Flexibility
- Broad Product Solutions
- Lead & Marketing Support
Compensation & Opportunity
- Commission-based independent contractor opportunity
- Uncapped income potential
- Competitive upfront commissions
- Potential renewal income depending on product and carrier
- Performance-based bonuses and advancement opportunities
- Equity compensation opportunities and incentive travel programs
Who Thrives in This Role
- Strong communication and relationship-building skills
- A self-directed and entrepreneurial mindset
- Comfort conducting virtual client meetings
- Discipline with pipeline management and follow-up
- A desire to continuously improve sales and advisory skills
- The ability to work independently while leveraging technology effectively
Required Backgrounds
- Insurance
- Financial services
- Sales
- Customer success
- Real estate
- Entrepreneurship
- Client advisory roles
Licensing Requirement
A Life & Health Insurance license is required, or candidates must be willing to obtain one.
Training & Growth Opportunities
- Licensing guidance (if needed)
- Product and sales training
- Technology onboarding
- Mentorship from experienced leaders
- A national community of agents and resources
- Growth opportunities such as senior producer roles, advanced planning specialists, agency leadership, mentorship, and recruiting opportunities, and agency ownership