Responsibilities
- Conduct scheduled client conversations by phone or virtual appointment
- Present life insurance coverage options based on client needs
- Maintain compliance with licensing and regulatory requirements
- Participate in ongoing training and mentorship programs
- Follow established production and activity guidelines
- Maintain professional communication and client follow-up
Requirements
- Active Life Insurance License in good standing
- Strong communication and interpersonal skills
- Professional work habits and reliability
- Willingness to participate in mentorship and training
- Commitment to consistent activity and long-term development
Nice to Have
- Agents with licenses in multiple states
Benefits
- Company-supported lead opportunities
- A structured onboarding and training process
- Mentorship from experienced leadership and producing agents
- Defined production systems focused on client conversations
- Ongoing professional development and coaching
- A collaborative, team-oriented environment
Team
Structure: collaborative, team-oriented environment
Additional Information
- Flexible scheduling based on appointment availability
- Ongoing mentorship and leadership support
- Structured production system designed to support agent development
- Must terminate outside insurance carrier appointments
- Must operate exclusively within our agency structure
- Must follow established compliance and production guidelines
