A Life or Health Insurance Sales Agent sells life insurance or health insurance to customers, working on behalf of an insurance company or independent insurance agent or broker. Evaluates the insurance coverage needed by a customer and proposes insurance packages and prices. Life insurance agents may sell policies or annuities, and assist clients or beneficiaries with getting insurance claims processed. Health insurance agents may negotiate rates for employers, explain plans and benefits to employees, and help clients to file or resolve health insurance claims. Life and health insurance sales agents may earn commissions for sales.
Life Insurance & Financial Solutions Broker Position Summary We are seeking individuals who are ready to grow professionally and build a career in the life insurance and financial services industry . As a broker, you will work with individuals and families to understand their financial priorities and help them explore solutions for life insurance protection, long-term wealth strategies, and retirement planning . This position combines client communication, relationship development, financial education, and ongoing professional growth. You do not need an insurance background to be considered. Training, mentorship, and licensing assistance are provided for new team members. Your Responsibilities Develop new client relationships through outreach, networking, and referrals. Meet with individuals and families to understand their financial goals. Identify areas where clients may need additional financial protection. Educate clients on life insurance and available financial solutions. Discuss strategies related to wealth accumulation and retirement preparation. Present appropriate options based on each client's individual circumstances. Assist clients with applications and necessary documentation. Maintain communication throughout the application and coverage process. Build long-term relationships by providing professional follow-up and service. Maintain accurate records and client information. Participate in regular training, meetings, and professional development. Conduct business according to applicable insurance regulations and ethical standards. Qualifications We're looking for individuals who demonstrate: Strong interpersonal and communication abilities. A willingness to learn and develop new skills. Confidence speaking with individuals from different backgrounds. Self-motivation and a goal-focused mindset. Professionalism, reliability, and strong follow-through. Ability to manage responsibilities independently. Ability to work and communicate effectively within a team. Openness to mentorship, coaching, and feedback. Commitment to providing clients with quality service. Experience in sales, customer service, leadership, management, coaching, or education is a plus, but not required . License Requirement Applicants must be willing to obtain a Life Insurance License if they do not currently have one. We provide licensing support and guidance to help new team members understand the licensing process and prepare to begin their careers. Training & Development Our training program is built around developing both industry knowledge and practical client skills. New team members receive training in areas such as: Life insurance fundamentals Financial protection strategies Wealth and retirement concepts Client needs assessment Communication and presentation Relationship development Business-building fundamentals Application procedures Professional standards Leadership development Ongoing mentorship is available as you gain experience and continue developing professionally. Compensation This role offers performance-based compensation , with earnings determined by individual production and results. The position also provides opportunities for continued professional development and leadership growth based on experience and performance. Join Our Growing Team If you're looking for an opportunity where you can work directly with people, learn valuable financial concepts, develop professionally, and build a career based on your performance , we encourage you to apply. We're looking for individuals who are ready to learn, committed to growth, and motivated to make an impact.
Pay:
$63,692.20 - $105,683.08 per year
Benefits:
401(k) Flexible schedule Parental leave Work from home