This is a remote position.
We are seeking motivated professionals to support individuals and families who are actively looking for guidance on financial protection solutions. This is a fully remote opportunity built around client interest — you will not be responsible for cold outreach or prospecting.
In this role, you’ll serve as a trusted resource for clients exploring life insurance and related protection products. Your focus will be understanding each client’s situation, presenting appropriate options, and helping them move forward with confidence.
This position rewards consistency, professionalism, and strong client communication.
Conduct virtual consultations with clients who have requested information
Review personal and financial goals to identify suitable protection strategies
Walk clients through available policy options and next steps
Support clients during the application and approval process
Maintain accurate records and follow-up as needed
Operate independently while collaborating with leadership and support teams
An active life insurance license, or the ability to obtain one promptly
Comfortable building rapport in virtual meetings or phone conversations
Reliable, organized, and able to manage your own schedule
Open to coaching and continuous improvement
Professional demeanor and ethical standards
Work from anywhere within approved states
Client demand already generated
Flexible work structure with accountability to outcomes
Performance-based compensation with no cap on earning potential
Training resources, mentorship, and operational support
Opportunities to advance into leadership and mentoring roles
We are building a performance-driven, growth-focused agency that values integrity, results, and long-term relationships. Advisors who demonstrate consistency and leadership are given pathways to increased responsibility and income.
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