About this role
Role Overview
- Present Index Universal Life and Fixed Indexed Annuity solutions to qualified prospects
- Conduct retirement income planning consultations and financial needs analyses
- Educate clients on tax-advantaged wealth accumulation strategies
- Guide clients through policy design and application processes
- Maintain compliance with state insurance regulations and carrier requirements
- Build long-term client relationships through ongoing service and reviews
Requirements
- Active State Life Insurance License (required
- must be licensed in your state of residence)
- Age: 18 years or older
- Background Check: Must pass background check and state insurance department screening
- Availability: Minimum 15 hours per week commitment
- Technology: Reliable internet connection and home office setup for remote client meetings
Benefits
- Flexible remote schedule
- work from anywhere
- No office rent or overhead costs
- Access to multiple top-rated carriers
- Direct carrier contracting available for experienced agents
- Career Growth Path