Outside Sales Advisor, No Cold-Calling

The Outside Sales Advisor role is designed for a motivated sales professional who enjoys building relationships and helping individuals make important financial decisions. This opportunity focuses on providing consultative guidance around health and life insurance solutions while connecting with qualified leads rather than cold prospecting.

About the role

This position is listed on behalf of a partner company, who manages all applications and next steps. The role combines independence, relationship-building, and entrepreneurial ownership with the backing of an established organization. Accountabilities include guiding clients through insurance solutions, developing trusted relationships, and managing the sales process from initial contact through completion. The role also requires strong communication skills, accountability, and a commitment to delivering a positive customer experience.

Responsibilities

• Conduct consultative conversations with prospective clients to understand their financial protection needs and recommend appropriate health, life insurance, and related solutions.
• Follow up with provided leads and scheduled appointments without the need for cold calling or prospecting.
• Meet with clients in person when required to review options, answer questions, and support informed decision-making.
• Build and maintain strong client relationships through professional communication and reliable follow-through.
• Manage personal sales activities, appointments, and performance goals while maintaining a flexible schedule.
• Participate in training programs, coaching sessions, and ongoing development opportunities to improve product knowledge and sales effectiveness.
• Work collaboratively with a broader sales community while contributing to a positive and supportive team environment.
• Maintain compliance with licensing requirements and industry standards.

Requirements

• The ideal candidate is a driven, coachable, and people-oriented professional who is motivated by helping others and building a successful sales career.
• Previous insurance experience is welcome, but candidates from other industries are encouraged to apply.
• Strong interpersonal skills with the ability to build trust and communicate effectively with a wide range of clients.
• A self-motivated mindset with the discipline to succeed in a commission-based sales environment.
• A willingness to learn, receive coaching, and follow proven sales processes.
• Ability to obtain a Life and Health Insurance license or willingness to complete the licensing process.
• Reliable transportation, as some client meetings take place in person.
• A strong work ethic, integrity, and commitment to providing excellent customer service.
• Previous experience in sales, customer service, hospitality, education, healthcare, military, or other client-facing roles is a plus.

Benefits

• Fresh leads provided at no cost, reducing the need for cold outreach.
• In-house appointment-setting support.
• Access to a broad range of insurance carriers and product solutions.
• Comprehensive training program and ongoing real-time coaching.
• Flexible schedule with the ability to manage your own working hours.
• A supportive sales community focused on collaboration and professional growth.
• Opportunity for career advancement, including a pathway from 1099 contractor status to W-2 employment.
• Health and dental insurance options available based on production.
• 401(k) match opportunities.
• Potential equity ownership opportunities.
• Additional incentives and performance-based rewards.