Remote Insurance Agent

Job Description

Job Description

Job Description:

Independent Contractor | Remote | Full-Time or Part-Time

We are an insurance technology and distribution platform transforming the life insurance industry. We have developed a paperless, data-driven underwriting process that allows many policies to be issued in minutes, and our advisors have access to technology, automation, training, and a steady flow of client opportunities.

We are one of the largest distributors of digital life insurance policies in the world, with an in-house marketing team generating exclusive client requests for our advisors.

Our Vision

We are transforming the life insurance industry through technology and business systems that create a frictionless experience for clients while giving advisors the tools, training, and support they need to build successful businesses.

Client Acquisition

Our in-house marketing team generates approximately 20,000 new client requests per week, exclusively for our advisors.

Our marketing includes targeted digital campaigns and direct mail sent to homeowners. Interested consumers personally respond by submitting an online request, scanning a QR code, or calling to request additional information.

There is no traditional cold calling. You will primarily work with consumers who have expressed interest in learning about their insurance options.

Appointments can be conducted virtually from home using Zoom and our technology platform.

What You'll Do

As a Client Advisor, you will:

• Connect with individuals and families who have requested information
• Conduct virtual consultations to understand their needs
• Educate clients about available life insurance solutions
• Help clients complete applications using our digital platform
• Follow up with clients throughout the application process
• Manage your opportunities using our technology-driven CRM
• Participate in ongoing training, coaching, and professional development

Full-time advisors typically connect with approximately 10–15 families per week. Some advisors begin part-time and transition to full-time as they build their business.

Training & Support

No prior insurance experience is required.

We provide a structured onboarding and training program designed to teach you our business from the ground up.

You will receive:

• Step-by-step training on our sales process and client experience
• Training on our CRM, technology platform, and automation tools
• Live virtual training and coaching every week
• Proven scripts, presentations, and sales frameworks
• Hands-on support as you begin working with clients
• Guidance through the insurance licensing process if you are not currently licensed
• Ongoing mentorship from experienced advisors and agency leaders
• Continued training focused on sales skills, product knowledge, and business development

You will not be expected to figure this business out on your own. We provide the systems, technology, training, and coaching. You bring the work ethic, willingness to learn, and consistent activity.

Technology That Works for You

Our advisors have access to a technology-driven CRM that helps manage client requests, appointments, follow-up, and applications.

We also offer a Direct-to-Consumer platform that allows clients to purchase coverage online through an advisor's unique link.

When a client purchases through your link, you receive the commission on the sale.

This gives advisors another way to generate business through referrals, social media, existing relationships, and clients who prefer to purchase coverage on their own time.

Real-time dashboards allow you to track applications and monitor your business from one place.

Advisor Compensation

This is a 100% commission-based independent contractor opportunity. There is no salary or hourly wage.

Compensation varies based on production, products sold, carrier contracts, and individual performance.

The average compensation is approximately $1,000 per issued client application. Full-time advisors may enroll several clients per week, while top-performing advisors may serve significantly more.

Additional earning opportunities may include:

• Commissions
• Performance bonuses
• Overrides
• Residual income
• Leadership compensation
• Incentive travel
• Potential equity incentives
• Potential agency ownership opportunities

There is no cap on earnings.

What We’re Looking For

You do not need previous insurance or sales experience.

We are looking for people who are:

• Coachable and willing to learn
• Self-motivated
• Comfortable speaking with people
• Accountable for their activity and results
• Interested in personal and professional growth
• Able to work independently in a remote environment
• Consistent and willing to follow a proven system
• Driven to build something of their own

Expectations

You will have the independence of running your own business along with ongoing training, technology, mentorship, and support from our team.

Successful advisors are expected to:

• Attend weekly live virtual training
• Become a student of our systems and methods
• Consistently work and follow up with client opportunities
• Ask for coaching when needed
• Commit to continued personal and professional development
• Maintain high ethical standards in every client interaction
• Participate in company events and training opportunities
• Lead by example as they advance within the organization

Rapid advancement into leadership is available for advisors who demonstrate strong production, consistency, and leadership ability.

We provide the platform, training, technology, and opportunity. You determine what you build with it.