Remote Licensed Life Insurance Advisor (W2)

Key Details and Schedule

• This is a Full-Time, Remote W2 position
• Work Schedule (Must be available for one of these shifts):
• 1st Shift: EST 9 AM-6 PM (Monday - Friday)
• 2nd Shift: EST 11 AM-8 PM (Monday - Thursday) and EST 9 AM-6 PM (Friday)

Key Responsibilities

• Manage inbound sales call opportunities (live transfers)
• Utilize sales systems to close deals
• Maintain high daily productivity metrics (e.g., 88%+ productive time, 75%+ talk time, AVG 10 daily live transfers)
• Maintain all Sales Floor Minimum Requirements
• Present products and document all client information with clarity and full compliance to all life insurance guidelines, state regulations, and ethical standards
• Be responsive to all company communication (e.g., email, Slack) and receptive to sales assistance (phone feeding)
• Actively participate in ongoing individual and group coaching/development sessions

Required Qualifications

• Active Life Insurance License in good standing
• 2+ years of individual life insurance sales experience
• Proven self-management ability in a fast-paced, performance-driven remote environment
• Excellent written and verbal communication skills
• High level of ownership and accountability

Technical and Equipment Requirements

• Computer: Must own a computer with minimum specs: 4k CPU benchmark, 8GB RAM, Windows 10/11
• Internet: High-speed internet (min 20 Mbps download and 20 Mbps upload)
• Equipment: Additional monitor and a headset
• Workspace: A dedicated, distraction-free home workspace (webcam use is required for meetings)