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
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
Interview Process
- Qualified candidates will be invited to participate in a brief phone interview (approximately 15 minutes) to discuss:
- Your insurance background and experience
- Your professional goals
- Whether our production system aligns with your career plans
- Most licensed agents who apply are invited to schedule this conversation within 24–48 hours
Agency Structure
- Our organization operates within a unified agency model, meaning agents represent our production system and product offerings exclusively
- To maintain compliance and operational alignment, agents selected to move forward must be willing to:
- Terminate outside insurance carrier appointments
- Operate exclusively within our agency structure
- Follow established compliance and production guidelines
- This structure allows us to provide resources, mentorship, and systems designed to support long-term growth and professional stability
Additional Information
- Flexible scheduling based on appointment availability
- Ongoing mentorship and leadership support
- Structured production system designed to support agent development
