Responsibilities
- Hold scheduled client discussions via phone or virtual meetings
- Explain life insurance options aligned with individual client needs
- Stay current with licensing standards and regulatory compliance
- Engage in continuous training and mentorship initiatives
- Adhere to defined production and activity benchmarks
- Ensure consistent, professional communication and timely follow-up with clients
Benefits
- Access to company-generated lead opportunities
- Comprehensive onboarding and training program
- Guidance from seasoned leaders and high-performing agents
- Clear production framework centered on client conversations
- Continual professional growth and coaching support
- Supportive team-based work culture
Work Arrangement
Remote
Team
collaborative, team-oriented environment
Interview Process
- Selected candidates will be invited to a short phone interview lasting about 15 minutes to review:
- Your background and experience in insurance
- Your professional objectives
- How well our production model fits your career path
- Most licensed applicants are contacted to schedule this call within 24–48 hours
Agency Structure
- The organization functions under a unified agency model, where agents exclusively represent our production system and product suite
- To ensure compliance and alignment, selected agents must agree to:
- End appointments with external insurance carriers
- Operate solely within our agency framework
- Follow established compliance and production protocols
- This model enables us to deliver resources, mentorship, and systems that support long-term professional growth
Other
- Fully remote work setup
- Flexible scheduling based on appointment availability
- Continued mentorship and leadership access
- Organized production system aimed at agent development
