Overview
Remote / Work from Home role with options for Full-Time or Part-Time employment. Compensation is 100% Uncapped Commission-Based.
The organization is seeking licensed Life & Health professionals interested in helping clients address retirement income needs, legacy planning strategies, and long-term financial security. This role focuses on elevating client conversations through advanced market education, modern technology, and ongoing mentorship and coaching.
Responsibilities
- Client Strategy: Identify client needs and explore appropriate insurance and financial protection solutions.
- Retirement & Legacy Planning: Help clients understand insurance-based strategies that may support retirement income objectives, legacy planning, and long-term financial protection.
- Advanced Market Education: Develop knowledge of advanced market concepts, banking strategies, and wealth preservation approaches relevant to client needs.
- Relationship Building: Establish and maintain trusted, long-term relationships with clients.
- Practice Development: Build a client base through networking, referrals, and available company resources.
- Client Education: Explain insurance products, policy features, and coverage options clearly and professionally.
- Follow-Up & Service: Maintain consistent communication with prospective and existing clients to support a positive client experience.
- Professional Development: Participate in training, mentorship, and coaching to strengthen expertise and effectiveness.
- Independent Growth: Manage workflow and schedule while collaborating with a supportive team and experienced leadership.
Requirements
- Active Life & Health insurance license preferred or required for applicable sales activities
- Interest in retirement income planning, legacy strategies, and advanced market concepts
- Strong communication, relationship-building, and interpersonal skills
- Coachable mindset with willingness to learn and apply feedback
- Self-motivated, organized, and comfortable working independently
- Ability to manage time effectively in a remote work environment
- Basic computer skills and familiarity with digital client management tools
- Commitment to professional development, ethical client service, and long-term practice growth
Compensation & Benefits
- 100% Uncapped Commission-Based compensation tied to individual production and performance
- Flexible scheduling to manage your own routine aligned with goals
- Remote work environment (work from home while building and developing a practice)
- Advanced market training focused on retirement-focused insurance solutions, legacy planning, and wealth preservation concepts
- Mentorship & coaching with ongoing guidance and constructive feedback
- Long-term practice growth through building stronger client relationships and developing skills for sustainable career growth
- Leadership opportunities to develop as a leader and contribute to a growth-oriented team
Location
Job Type