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.
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
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
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
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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