Job Description

This is a remote position.

We are a remote-first financial services agency expanding our team of licensed professionals who work directly with individuals and families seeking financial protection solutions.

This role is fully remote and centered around client requests — no cold calling, no door-to-door activity, and no lead scraping.

This is a consultative role focused on long-term client value, not a scripted call-center position.

Key Responsibilities

• Meet with clients virtually who have requested information
  

• Conduct needs-based financial protection consultations
  

• Explain coverage options clearly and professionally
  

• Assist clients through the application and enrollment process
  

• Maintain organized follow-up and client communication
  

• Manage your workflow independently in a remote environment
  

Requirements

• An active life insurance license, or the ability to obtain one promptly
  

• Strong communication and listening skills
  

• Professional, consultative approach
  

• Self-motivated and comfortable working remotely
  

• Coachable and open to ongoing training and feedback
  

• Reliable internet and phone access
  

Benefits

• 100% remote work environment
  

• Inbound client demand provided
  

• Flexible schedule with performance accountability
  

• Performance-based compensation with uncapped earning potential
  

• Structured onboarding, training, and ongoing mentorship
  

• Clear advancement opportunities for top performers
  

Why This Opportunity

This role is designed for professionals who want their income and growth to reflect their effort and effectiveness. High performers are supported, recognized, and given opportunities to take on greater responsibility over time.

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