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About the role
Key responsibilities & impact- Contact warm leads to schedule appointments
- Help families review coverage options and apply for protection
- Support applications through underwriting until families are fully covered
- Help families with life insurance-backed products
- Focus on service rather than prospecting through data-driven systems and lead generation
Requirements
What you’ll need- Life insurance license or willingness to obtain one
- Must be a U.S. citizen
- Computer and phone to service clients
- Reliable internet connection
- Comfortable working independently in a performance-based environment
- Coachable, disciplined, accountable, honest, and confident in communication
- Passionate about helping families make sound financial decisions
- Occasional travel may be required for in-person conferences and leadership events
- No cold calling; all leads are warm and inbound
Benefits
Comp & perks- Work from anywhere with flexible training and scheduling
- Performance-based bonuses and incentives
- Ongoing mentorship and leadership support
- Annual all-expense-paid trips for top producers
- Discounted health and life insurance coverage options
- Proven lead system designed to connect agents with families needing help
- Commission-based income with no cap on earnings