Overview
Remote / Work from Home role with the flexibility to work Full-Time or Part-Time. Compensation is 100% Uncapped Commission-Based.
This position is for licensed Life & Health professionals interested in helping clients with retirement income needs, legacy planning strategies, and long-term financial security. The role focuses on supporting more informed client conversations through education and training in advanced market concepts, along with mentorship and ongoing 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 organizational 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 a willingness to learn and apply feedback.
- Self-motivated and organized; 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: Take ownership of your schedule and develop a work routine aligned with your goals.
- Remote Work Environment: Work from home while building and developing your practice.
- Advanced Market Training: Opportunities to expand knowledge of retirement-focused insurance solutions, legacy planning, and wealth preservation concepts.
- Mentorship & Coaching: Ongoing guidance, constructive feedback, and support for professional development.
- Long-Term Practice Growth: Support for sustainable client relationship building and skill development.
- Leadership Opportunities: Explore opportunities to develop as a leader and contribute to a growth-oriented team.
Location
Remote / Work from Home