- Setting Appointments (6-8 hours per week) – Reaching out to potential clients who have already expressed interest in coverage, building rapport, and scheduling consultations to discuss their options.
- Research & Preparation (4-5 hours per week) – Reviewing client-provided information to customize coverage solutions that best fit their financial needs in the event of death or disability.
- Meeting with Clients (2 days per week) – Conducting virtual consultations or in-person meetings (if preferred) to present coverage options, explain the details, and assist them in securing the right plan.
- Administrative Tasks (2 hours per week) – Following up with insurance carriers to ensure smooth application processing and underwriting for your clients.
- Coachable & Driven – Open to learning, adaptable, and willing to challenge themselves.
- Passionate About People – A genuine desire to make a difference in clients' lives.
- Self-Disciplined & Motivated – Able to manage their time effectively and work independently in a remote environment.
- We Serve – Every week, we sit down with clients (virtually or in-person) and dive deep into their financial situation to find the best solutions.
- We Protect – We partner with top-rated insurance companies to create personalized plans that safeguard their most valuable asset—their ability to earn an income.
- We Grow – Our company is built on personal development. We focus on creating a generational impact, not just for our clients but also for our agents and community.
- 100% Remote – Work from anywhere with a flexible schedule.
- Unlimited Growth Potential – Your success is determined by your effort, not office politics.
- Make a Meaningful Impact – Help families protect their financial future while building a rewarding career.
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