Job Description
Licensed Life Insurance Agent – Advanced Market Opportunities and Training
We are seeking a licensed life insurance agent to join our growing team. This is an opportunity to partner with a top national agency offering comprehensive training, advanced market solutions, and leadership pathways .
The Life Insurance Agent is responsible for helping clients create customized protection and wealth-building strategies through life insurance, annuities, and retirement solutions. You’ll act as a trusted advisor—analyzing client needs, providing tailored recommendations, and building long-term relationships that deliver both peace of mind and financial security.
Key Responsibilities
Conduct client needs analyses to determine appropriate life insurance, annuity, and retirement planning solutions.
Provide expert advice and recommend insurance products that align with client goals, budgets, and timelines.
Represent multiple top-rated carriers and serve as an intermediary between clients and insurance companies.
Deliver exceptional customer service to maintain relationships and ensure policyholder satisfaction.
Proactively expand your client base through networking, referrals, digital marketing, and community engagement.
Assist clients with policy reviews, adjustments, and claims to ensure ongoing suitability and support.
Maintain accurate CRM records and client files in compliance with state and company regulations.
Participate in advanced market training in areas such as:
Tax-free retirement planning (IULs, Indexed Annuities)
Debt-Free Life & Infinite Banking concepts
Legacy and estate planning solutions
Business succession and key-person insurance
Collaborate with mentors, trainers, and leadership for ongoing skill development and performance growth.
Qualifications & Requirements
Active Life Insurance License in the state of residence (required).
Bachelor’s degree or relevant financial services background preferred.
FINRA accreditation a plus (not required for all product lines).
Strong communication, analytical, and interpersonal skills.
Proven ability to connect with clients , identify needs, and offer appropriate solutions.
Motivated, self-disciplined, and goal-oriented, with a commitment to professional excellence.
Comfortable using technology, CRM tools, and virtual meeting platforms.
What We Offer
100% Commission + Bonus Based, 1099 Position (no caps on income potential).
Comprehensive training and mentorship from experienced agency leaders.
Access to 60+ top-rated carriers offering a full suite of life, annuity, and advanced market products.
Turnkey marketing systems and lead programs to accelerate your growth.
Advanced market support for IUL, annuity, and tax-free income planning.
Leadership and ownership opportunities for agents ready to build teams or agencies.
Flexible schedule with both remote and in-person options available.
Path to agency equity and partnership with the #1 FinTech life insurance platform in America.
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