Holistic Financial Agent

Compensation

• This role is commission-only
• Average Part Time 1-2 sales /week = $25K - $50K per year
• Average Full Time 3-5 sales/week = $75k - $125K per year

Role

• This is a Remote/Virtual sales position selling life insurance products. We have a streamlined lead generation system and there is no cold calling involved. Our system will put you in front of qualified buyers who have a need and have requested our services.
• The sales agent will call clients, set appointments, and meet with them for about 45 minutes to help them pick out the best insurance plan that fits their needs and budget. Some of our agents start on a part-time basis and gradually move to full-time.
• The position is open to entry-level individuals and experienced professionals. Our team will continuously give you mentorship and guidance to build your skillset as an agent - But if you are not open to being your own boss/managing your own schedule - this might not be the role for you.
• If you do not already have a Life/Health Insurance License - we have a process for obtaining one in as fast as 7-10 days by means of an online study course.

Responsibilities

• Contact potential clients who have requested coverage
• Shop around with the top A-rated insurance companies to find the best fit for clients
• Present/Help clients pick out the best plan for them and fill out the application
• Be a team player and participate in training calls
• Attend remote training throughout the week

Required characteristics & traits

• Ability to build rapport with clients
• Problem-solver and solution-oriented
• Deadline and detail-oriented
• Excellent work ethic and high level of integrity
• Ambitious and self-driven
• Coachable and open to feedback
• Dedication to self-development

Location

• Remote - But must be a resident of the US

Important note

• No agent’s success, earnings, or production results should be viewed as typical, average, or expected
• Not all agents achieve the same or similar results, and no particular results are guaranteed
• Your level of success will be determined by several factors, including the amount of work you put in, your ability to successfully follow and implement our training and sales system and engage with our lead system, and the insurance needs of the customers in the geographic areas in which you choose to work

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