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Safe Estate

Licensed Life Insurance Agent | Annuities & Retirement Planning | Leads Provided

Job Description

Applicants Must Currently Hold an Active Life Insurance License Safe Estate is seeking motivated, licensed Life Insurance Agents to join our growing retirement planning and annuity distribution organization serving Michigan and Ohio. Unlike many insurance opportunities, Safe Estate provides qualified leads, CRM access, educational marketing support, and ongoing coaching so agents can focus on meeting with clients and writing business. Our clients are primarily ages 50-70 and are seeking retirement income planning, asset protection, and annuity solutions. Responsibilities Meet with company-provided prospects virtually and in person Conduct retirement planning consultations Present fixed annuity solutions based on client needs Educate clients on retirement income strategies Maintain activity and documentation within AgentCRM Follow all company compliance and best-interest standards Participate in weekly and monthly team meetings What We Provide Company-generated leads AgentCRM access Marketing support Ongoing training and coaching Weekly pipeline meetings Flexible schedule Growth and leadership opportunities Compensation Performance-based commission structure: 30% commission on first $1,000,000 in annual premium 35% commission on premium between $1,000,001 and $2,000,000 40% commission on premium exceeding $2,000,000 Additional compensation opportunities may be available for agents producing more than $3,000,000 annually and contributing to leadership, recruiting, mentoring, or territory development. Required Qualifications Active Life Insurance License Ability to obtain carrier appointments Strong communication and presentation skills Ability to work independently Basic computer and CRM proficiency Professional appearance and demeanor Preferred Qualifications Experience selling annuities Retirement planning experience Medicare sales experience Financial services sales experience IRA or 401(k) rollover experience Experience working with retirement-age clients This Position Is Ideal For Licensed Life Insurance Agents Independent Insurance Producers Medicare Agents Retirement Planning Professionals Financial Services Representatives Former captive insurance agents seeking greater opportunity This Position Is NOT Ideal For Applicants without an active Life Insurance License Candidates seeking hourly pay or salary Individuals unwilling to meet directly with clients Applicants seeking entry-level insurance training About Safe Estate Safe Estate exists to empower individuals and families to retire with confidence by helping them protect, preserve, and maximize the value of their hard-earned wealth for the people and causes they care about most. Our vision is to build a future where every family's financial legacy is protected, preserved, and transferred with clarity and certainty across generations. Apply Today When applying, please include: Current state licenses held Years of insurance experience Annuity experience (if applicable) States currently licensed in
Pay:
$58,676.36 - $100,000.00 per year Application Question(s): Do you currently hold an active Life Insurance License? Which state(s) are you licensed in? How many years of insurance sales experience do you have? Have you sold annuities previously? Are you willing to conduct both virtual and in-person appointments?
Work Location:
Hybrid remote in Township of Washington, MI 48094

Benefits

  • 401(k) Plans
  • Flexible Work Schedules
  • Dental Insurance
  • Life Insurance
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