Remote Financial Services Representative

Job Description

Remote Financial Services Representative – Pre-Set Client Appointments

MeridianLight is seeking motivated sales professionals who want to spend more time meeting with qualified prospects and less time generating their own leads.

This is a 100% remote, commission-based 1099 opportunity working with teachers, public employees, and other individuals seeking help with retirement income, protection, and insurance planning.

MeridianLight provides access to pre-set client appointments and a structured sales process designed to help representatives focus on client conversations, education, and closing business.

Compensation

• Commission Levels: 70% – 90%
• Typical Commission per Issued Sale: approximately $2,000 – $3,000+
• High-Producing Representatives: may earn $10,000 – $25,000+ per month
• Compensation is performance-based and varies by production, product mix, carrier compensation, and issued business.

What MeridianLight Provides

• Pre-set client appointment opportunities
• No traditional cold calling required for company-provided appointments
• 100% remote work environment
• Flexible scheduling
• Structured onboarding and training
• Ongoing mentorship and sales support
• CRM and technology tools
• Access to multiple insurance carriers
• Career growth and advancement opportunities

What You’ll Do

• Meet with prospective clients through virtual appointments
• Conduct retirement and insurance needs discussions
• Educate clients on life insurance, Indexed Universal Life, annuity, and income-protection solutions
• Help clients understand available options and make informed decisions
• Maintain professional follow-up with prospective clients
• Document activity and client progress within the CRM
• Follow MeridianLight sales and compliance processes

Ideal Candidate

• Strong communication and interpersonal skills
• Comfortable presenting and closing remotely
• Self-motivated and goal-oriented
• Coachable and willing to follow a structured sales process
• Reliable, professional, and organized
• Interested in building a long-term career in insurance and financial services

Requirements

• Active life insurance license preferred
• Candidates willing to obtain the appropriate life insurance license before conducting insurance business may also be considered
• Ability to work independently in a remote environment
• Reliable internet connection and virtual meeting capability
• Willingness to complete required onboarding and training

Additional Information

This is an independent contractor (1099), performance-based opportunity. Representatives are compensated through commissions on eligible issued business.

MeridianLight provides training, technology, mentorship, and access to pre-set appointment opportunities. Individual results vary, and no specific level of income is guaranteed.