Candidates interested in this opportunity are seeking a financially rewarding career with a supportive and reputable organization, where they can leverage their skills, drive success, and achieve a healthy work-life balance while making a positive impact on families through high-quality financial services.

Our Life Insurance Financial Advisors ensure that protecting families through high-quality financial services remains our #1 priority. Advisors primarily work in an office environment at least 95% of the time and work with prospects and clients remotely in a consultative selling capacity. There are no in-home visits, no field work, and no outbound or cold calling required in this role. 

Sales Professional Opportunity Highlights:

• Make high 6 figures in your first year with no earnings cap

• Get paid the highest commissions in the industry

• No cold calling

• Receive 10-15 warm, inbound leads per day (by phone)

• Nights, weekends, and holidays off

• 38 hr work-week, off at 4:00 pm on Fridays

• Best culture in the industry - collaborative team selling

• Best training in the industry with ongoing support

Work Hours:

Mon-Thu from 9:00 am - 6:00 pm ET, and Friday 9 am - 4:00 pm ET. Regular conference calls are scheduled 1-2 mornings per week at 8:15 am ET. Advisors have their evenings, weekends, and holidays off to enjoy with their families.

Compensation: 

This is a lucrative six to seven-figure business opportunity unlike any other in the financial service industry. Compensation is 100% commission with opportunities for commission increases based on consistent performance to meet or exceed sales goals. 

• Plus, compensable leadership and growth opportunities

• Plus, earn performance bonuses based on production

• Plus, build your book of business and earn residuals in year 1 (immediate vesting)

• Plus, opportunities to request referrals from your clients

Responsibilities & Requirements:

• Work exclusively with warm, inbound lead prospects, receiving on average 8-15 inbound calls per day, primarily from prospects who already have life insurance, and secondarily, from prospects who are actively shopping for life insurance or seeking service to their current life insurance policy.

• Utilize a Client-Centric Approach to Sales and Problem-Solving Skills: Strong analytical skills for assessing prospects’ financial situations, and health status, identifying their needs, and proposing suitable life insurance solutions while providing exceptional support. 

• Access the rates of over 40 different life insurance carriers and match prospects and their families to the best options available in the life insurance marketplace.

• Utilize consultative selling techniques in conjunction with our proven sales process and scripts to close at a rate of at least 10% of leads and $30,000 in issued premiums per month.

• Remain coachable & process-oriented at all times. Your ability to receive coaching with a humble attitude and apply instructions from leadership, including the ability to follow an established sales process, ‘learn by doing’ to master the process, and establish competence through ongoing repetition.

• Operate as a supportive, contributing, high-value member of a high-performing sales team where members support one another's success and growth through accountability, collaboration, and information sharing.

• Conduct yourself with integrity and in an ethical manner at all times. Adherence to ethical standards of the financial services profession and state licensure, ensuring transparent and honest communication with clients - prioritizing their best interests.

Candidate Qualifications

This is a business opportunity and Financial Advisors are independent contractors. Sales experience may be given some preference but is not required. This is not a job, but rather an opportunity to become a business partner within our agency and eventually, have an agency of your own if that is your goal. Therefore, a reasonable amount of time and financial investment on your part will be required to start. Ideal candidates will possess the following qualifications:

• Meet state licensing requirements including the ability to pass a background check.

• Must have the ability to afford or access financing for start-up capital investments.

• You must already have obtained, or have the aptitude to pass the Florida State insurance licensing exam to obtain an insurance license ‘2-14 Resident Life (Including Annuities & Variable Contracts) Agent License’ via the Florida Department of Financial Services (2-15 licenses also acceptable).

Follow this link to learn more about the state licensing requirements:

• Growth Mindset:

• Embrace a growth mindset, demonstrating a willingness to learn from challenges and actively seek opportunities for self-improvement through professional and personal development, including responsiveness and implementation of coaching and training 

• Self-Leadership: 

• Take proactive control of your actions, behaviors, and mindset to drive success and fulfillment in both professional and personal endeavors. 

• Self-Awareness, Cultural Fit, and Cultural Competence:

• Demonstrate alignment with our organizational culture, displaying an understanding and appreciation for diversity and cultural competence within client interactions and organizational dynamics.

• Excellent Communication Skills and Remote Presence:

• Strong verbal and written communication skills for effectively conveying complex insurance concepts and meaningfully connecting to proactively connect with prospects by phone

• Bilingual English/Spanish, English/Portuguese a plus

• Networking & Relationship Building: 

• Proficiency in creating meaningful connections remotely, and over the phone.

• Strong relationship-building skills that foster trust and long-term client relationships to close deals, get referrals, and reduce attrition.

• Strong ability to communicate with leadership for questions, concerns, training, and support. Ability to contribute to an uplifting work culture and intentionally create positive working relationships with colleagues.

• Sales experience strongly preferred, not required:

• Demonstrated track record of meeting or exceeding sales targets, with a preference for experience in direct sales, although not required

• Adaptability & Continuous Learning:

• Flexibility and adaptability to changing market conditions, industry trends, and evolving client needs in a remote sales environment

• Product Knowledge & Continuous Learning:

• Willingness to learn in-depth knowledge of various life insurance products, ability to make rapid decisions about the best product(s) available for prospects after discovery, ability to explain products and policy features to prospects in lay terms.

• Commitment to staying updated on industry trends and perfecting your craft.

• Technical Proficiency:

• Proficiency with technology tools and software for remote communication, including softphone, PC, email, and CRM systems.

Ideal Candidate Profile

Are you a driven and ambitious individual passionate about helping families secure their financial future? If so, you might be an ideal candidate for a high-performing sales team. Here's why:

Experience & Background:

• You've excelled in sales roles, consistently meeting or exceeding targets, and you're ready to channel that success into a career in the financial services industry.

• Your keen analytical skills and financial expertise make you adept at understanding client's needs and recommending tailored life insurance solutions.

• Whether you already have insurance licensing or are eager to obtain it, you're committed to mastering the requirements to excel in this role.

Mindset & Character:

• You thrive on growth and self-improvement, always seeking new opportunities to develop both personally and professionally.

• Challenges don't deter you; in fact, they fuel your determination to succeed, and you approach every obstacle with resilience and grit.

• Integrity isn't just a word to you; it's a guiding principle that shapes every interaction, ensuring transparency and honesty in all your dealings.

Short & Long-Term Career Aspirations:

• In the short term, you're eager to seize a lucrative opportunity to build a fulfilling career in the financial services industry, knowing that your hard work will directly impact the lives of your clients.

• Looking ahead, you envision more than just a job – you see the potential to create a lasting legacy and generational wealth, and seek to leverage a supportive environment and leadership opportunities within the organization to realize your long-term goals.

This profile is tailored to inspire candidates who identify with the attributes and aspirations outlined here. If you see yourself in this description, we encourage you to submit an interest form and explore the opportunities available.

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