Licensed Life Insurance & Annuities Agent

Outsourcing Partners Inc
Fort Lauderdale, FL

Join a Financial Services/Insurance team focused on retirement planning for Florida teachers (403(b), 457(b), DROP). You'll work from any location while selling in Florida only using a steady stream of free warm leads + live transfers , plus targeted educator lists to keep your calendar full. We equip you with a proven 1-2 call close framework, AI credit-repair as a powerful door-opener, and strong case management so you can stay suitability-first and documentation-tight. You'll recommend IULs (private pension positioning), fixed annuities, and Roth conversion strategies aligned to client goals, delivering clear education and clean follow-through. Expect a supportive, compliance-led environment with top-tier commissions and meaningful weekly earning potential for disciplined closers. If you thrive on autonomy, structure, and warm pipelines - not cold calls - this is built for you.

What you'll do
  • Convert warm Florida leads + live transfers into consultations and closed policies (life & annuities)

  • Conduct discovery, present suitable options (IULs, annuities, Roth conversions), and close in 1-2 calls

  • Maintain suitability, disclosures, and documentation with accurate CRM hygiene

  • Leverage AI credit-repair and Florida educator lists to open and advance conversations

  • Mix virtual (Zoom/phone) with in-person meetings when helpful and compliant

Must-Have
  • Current authority to sell Life & Annuities in Florida (nonresident authority acceptable)

  • If Florida-resident: active 2-15 license (Life, Health & Variable Annuities)

  • 2+ years closing life/annuity business in a commission environment

  • Strong discovery, recommendation, and documented follow-through (CRM/e-apps/e-sign)

Good-to-Have
  • IUL illustration experience; 1035 exchanges ; rollover conversations (401(k)/403(b)/457(b) annuities)

  • Familiarity with Florida educator benefits (403(b), 457(b), DROP )

  • Comfort with AI/automation tools; disciplined calendar and show-rate tactics

Why this stands out: No cold calling , a steady warm pipeline , elite coaching , and top-tier commissions - with the flexibility to work how you close best (in-person or virtual).

Posted 2025-09-29

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