Life Insurance Advisor - Delivery

Life Insurance Advisor - Delivery

Full-time | This is a Remote Opportunity

Amplify helps people build wealth through Life Insurance. We are the first direct-to-consumer platform that offers Life Insurance investment products where customers can invest tax-efficiently through their Life Insurance and access it for anything they wish. We are trailblazing the Life Insurance industry, helping families protect their financial futures.

At Amplify, our mission is to add value into our customer’s lives while they are still alive and well. That goal starts with building a strong and collaborative Amplify team. We strive to cultivate an environment that takes care of people, so those people can take better care of our customers. We want our team members to be here for the long haul and that’s why our job is to ensure a culture of transparency, inclusiveness, support, ownership, growth and learning opportunities.

We are working to make universal Life Insurance simple, efficient, and accessible for everyone. Backed by top venture capital firms including Crosslink, Anthemis Group, Greycroft, Transverse Asset Management and Conversion Capital, we are growing fast and looking for driven individuals to help our customers protect their loved ones and grow wealth. 

About the Role

As a Delivery Advisor at Amplify, You are responsible for securing the final step in our sales process, your pipeline will be filled with warm leads that have just been approved. This is an integral role at Amplify as it has a direct impact on our revenue as a company! Your day will consist of assisting our clients via outbound dials to complete their post approval steps for securing their Life Insurance policy. You will be responsible for developing customer relationships with these clients & leaving clients with the peace of mind that they got their policy through Amplify! 

As part of this role, you will follow up with approved clients to help them understand their proposed policy details, outlining how it will help protect their family and enable tax-efficient growth. We offer comprehensive plans leveraging universal Life Insurance policies (Indexed Universal Life "IUL", Variable Universal Life "VUL") and term life. You will be at the cutting-edge of combining technology, finance, and the human-touch to modernize and streamline the most opaque segment of the Life Insurance industry!

We are seeking experienced and self-motivated sales professionals who desire the pipeline, training, and structure to set them up for success while building their career as a trusted advisor. To succeed, you should have a strong desire to meet and beat goals and bring a positive attitude to everything you do. We offer full time positions, remote-work, competitive base compensation, and uncapped commission opportunities - come help us build the future of Life Insurance for wealth!

Responsibilities

• Engage clients that have been approved for a policy via outbound calling
• Answer customer questions via scheduled meetings, phone, sms, and email
• Efficiently review prior sales discovery and case manager notes to ensure an effective understanding of the client needs and create a seamless experience

• Effectively manage & successfully close a large pipeline of approved business
• Guide clients through the approval and delivery process, educating clients on Amplify’s process and how their approved policy works
• Partner with Case Managers and Insurance Advisors to drive customer conversion
• Join and actively participate in team meetings and coaching sessions to improve sales technique and Amplify workflows

Experience

• Bachelor's degree
• You are a Superstar Closer with demonstrated closing success!

• 1+ years of sales experience via telesales and outbound calling
• 1+ years of experience as a Life Insurance agent with demonstrated success
• Must have a current and active Life Insurance License in at least 1 state

• Experience with Universal Life Insurance, specifically Indexed Universal Life (IUL)
• Strong communication skills and ability to articulate complex topics succinctly
• Experience leveraging CRM, Powerdialer, and other sales tools effectively
• Proactive, self-motivated with a drive to meet and beat objectives
• Basic knowledge of finance 

About Us

Founded in 2019 by Life Insurance industry veterans, Amplify has been changing the way we approach Life Insurance to build wealth ever since. Previously, Life Insurance policies were used by the wealthiest 1%. Now, with our innovative software and expert Life Insurance agents, Amplify is providing access to everyone.

Amplify offers an intelligent customer journey with frictionless policy customization, pre-underwriting, and in-force policy management in a streamlined digital customer journey. Amplify is the first digital platform tackling the $70B permanent Life Insurance industry with a vision to launch a Life Insurance product that bridges health and financial wealth.

Amplify is an equal opportunity employer. We value a diverse workforce and an inclusive culture. Amplify encourages applications from all qualified individuals without regard to race, color, religion, gender, sexual orientation, age, national origin, marital status, citizenship, disability, or veteran status.