Sales Client Representative (Entry Level and Remote)
- Engaging with warm, pre-qualified leads — no cold calling.
- Conducting personalized assessments to identify financial needs.
- Presenting tailored solutions in Life Insurance, Indexed Universal Life (IUL), and Annuities via Zoom, phone, or local meetings.
- Simplifying complex information and guiding clients through each step.
- Managing relationships and staying organized using our advanced CRM tools.
- Unlimited earning potential with no income cap.
- 3-4 day work week for more time with family, travel, and personal growth.
- Remote-first position with occasional in-person client meetings.
- All-paid travel incentives for top performers.
- Pre-qualified leads provided - focus on helping clients, not prospecting.
- Comprehensive training and one-on-one mentorship.
- Supportive, collaborative team culture
- Access to benefit options including life insurance and healthcare through exchange programs.
- Excellent communicators who are confident, professional, and personable.
- Self-motivated achievers who thrive independently and value results.
- Client-focused problem solvers dedicated to helping others succeed.
- Relationship builders with genuine care for client outcomes.
- Local candidates who can travel to meet clients when needed.
This commission-based 1099 position offers the flexibility of self-employment with the structure and support of an established organization. Your performance determines your earnings and there’s no limit to how far you can go.
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