About the Role
This position involves building relationships with clients to understand their financial goals and provide appropriate life insurance and retirement planning products. The representative will identify prospects, conduct educational workshops, and deliver customized solutions to support long-term financial security.
Responsibilities
- Identify and connect with potential clients interested in financial protection and retirement planning
- Conduct one-on-one meetings to assess client financial objectives and needs
- Educate individuals on life insurance and retirement savings options
- Design personalized plans based on client circumstances and goals
- Host informational sessions and seminars for community groups or organizations
- Follow up with prospects to guide decision-making and close sales
- Maintain accurate records of client interactions and policy details
- Stay current on product offerings, regulations, and market trends
- Collaborate with support teams to ensure smooth policy processing
- Provide ongoing service to existing clients to adjust plans as life changes occur
- Develop relationships with referral sources and strategic partners
- Meet or exceed performance targets for client acquisition and sales volume
- Communicate policy benefits clearly and ethically
- Ensure compliance with all licensing and regulatory requirements
- Use digital tools to manage schedules, track leads, and report progress
Compensation
Competitive base salary plus performance-based incentives and commission structure
Work Arrangement
Hybrid model with field-based client meetings and remote administrative work
Team
Independent agent role with access to regional support, training, and marketing resources
Why This Role Matters
Helping families secure their financial future through education and planning is central to this role. Each client interaction supports long-term stability and peace of mind during retirement years.
Training & Support
New representatives receive onboarding, product training, and sales coaching. Ongoing professional development is provided to support career growth and client service excellence.
Growth Opportunities
Top-performing agents may advance into leadership, training, or expanded market roles. Career progression is supported through performance recognition and internal mobility.
Field-Based Independence
This role operates with autonomy in managing client relationships and scheduling, while remaining connected to a national network for resources and best practices.
Community Engagement
Representatives are encouraged to participate in local events, school districts, and associations to build visibility and trusted relationships.
Not available
