Insurance Broker

New year. New opportunities. A career with real upside. Company Description Elevate Life & Legacy helps individuals, families, and business owners protect what they’ve built, prepare for the future, and create a lasting financial legacy. We specialize in life insurance, mortgage protection, retirement strategies, and financial protection solutions designed around each client’s unique needs and goals. Our approach is education first, relationship driven, and focused on long term impact rather than transactions. At Elevate Life & Legacy, we believe financial protection should be simple, personal, and built around what matters most. Our team is committed to helping clients make informed decisions while creating meaningful relationships that last. Role Description This is a full time or part time, remote opportunity for an Insurance Broker with Elevate Life & Legacy . This role is ideal for someone looking to build a meaningful career in financial services, whether you already have industry experience or are exploring a career change with strong earning potential, flexibility, and room for professional growth. As an Insurance Broker, you will work with individuals, families, and business owners to understand their needs and identify appropriate insurance and financial protection strategies. You will educate clients on available options, guide them through the decision making process, and build long term relationships based on trust, service, and consistent follow up. The position offers flexibility, training, mentorship, and the opportunity to grow within a collaborative and performance driven environment. Key Responsibilities Help clients identify insurance and financial protection solutions aligned with their needs and goals Educate clients on life insurance, mortgage protection, retirement, and protection strategies Build and maintain strong client relationships through consistent communication and follow up Provide a high level of customer service before, during, and after policy placement Stay current on industry trends, product updates, carrier guidelines, and compliance requirements Manage your schedule and business with discipline and accountability Work independently while collaborating with a supportive team Participate in ongoing training, mentorship, and professional development Qualifications Strong communication, organization, and problem solving skills Interest in insurance, financial services, protection planning, and helping others Sales, customer service, finance, or insurance experience is helpful but not required Insurance licensing is preferred, or willingness to obtain the required license Ability to build relationships and communicate confidently with clients Self motivated with the ability to work effectively in a remote environment Coachable and willing to learn within a performance driven environment Bachelor’s degree in business, finance, or a related field is preferred but not required Why Elevate Life & Legacy Flexible remote work environment Full time or part time opportunities Training, mentorship, and ongoing development Performance based income growth rather than tenure based advancement Opportunity to build a long term career in financial services Collaborative team environment focused on personal and professional growth Opportunity to make a meaningful impact in the lives of individuals and families Elevate your career. Protect what matters. Build a legacy. Watch the video below to see how it all works. If you want to move forward after watching to video, send me a message and I'll be happy to connect with you.