Newly Licensed Insurance Agent | Remote $120K First Year

Recruiter: Patrick Piepkorn – LinkedIn profile

About the role

Build a scalable career helping families protect their financial future. This is a commission-based, independent-contractor (1099) opportunity for Virtual Life Insurance Agents. The role combines modern digital tools, consultative selling, and access to a broad network of insurance carriers to help families find personalized protection solutions. Agents operate within a modern insurtech ecosystem designed to simplify the entire client journey—from initial conversation and needs analysis through application, underwriting, and policy placement.

Responsibilities

• 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

Your role is consultative. The focus is helping clients make informed decisions about protecting the people and goals that matter most.

Why agents choose us

• Technology Advantage: Operate within a digital-first platform with CRM tools, automated workflows, quoting systems, and online applications designed to reduce administrative friction.
• Carrier Flexibility: Access 80+ insurance carriers across the United States, allowing you to recommend solutions based on client needs rather than being limited to one company’s products.
• Broad Product Solutions: Offer a wide range of solutions, including:
  • Term Life Insurance
  • Mortgage Protection
  • Final Expense
  • Permanent Life Insurance
  • Indexed Universal Life (IUL)
  • Infinite Banking strategies
  • Annuity solutions
• Lead & Marketing Support: Access optional lead programs, marketing resources, and systems designed to help agents consistently connect with prospective clients.

Compensation

• 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

This is a commission-based independent contractor opportunity. There is no base salary. Your income is directly tied to your activity, consistency, client relationships, and production results.

Qualifications

Successful agents typically demonstrate:

• 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

Ideal backgrounds include insurance, financial services, sales, customer success, real estate, entrepreneurship, or client advisory roles. A Life & Health Insurance license is required, or candidates must be willing to obtain one.

Training & Growth Opportunities

We support agents through:

• Licensing guidance (if needed)
• Product and sales training
• Technology onboarding
• Mentorship from experienced leaders
• A national community of agents and resources

Successful agents may grow into:

• Senior producer roles
• Advanced planning specialists
• Agency leadership
• Mentorship and recruiting opportunities
• Agency ownership