Financial Service Agent

Quility Insurance; Grand Junction (CO); Remote; USD 30,000 - 60,000; Part time

Benefits offered by this job

Flexible scheduling

Mentorship program

Proven lead system

Advanced technology and support

Strong culture and leadership

Job summary

The Drum Agency is seeking motivated individuals to join our life insurance team. You will consult with clients to determine coverage needs, virtually meet via our proven lead system, and manage policy processing and client records.

This role offers flexible hours (part- or full-time), mentorship, access to advanced technology, and a leading leads program designed to help you build a lucrative career in a supportive, values-driven culture.

Qualifications

• Willingness to obtain a life insurance license (with our help).
• Coachable work ethic and high integrity.
• Familiarity with CRM platforms is helpful for client management.
• Ability to build internal and external relationships.
• Must be 18+ and legally authorized to work in the U.S.

Responsibilities

• Consult with potential and current clients to secure life insurance coverage based on their needs.
• Virtually meet with individuals via our proven lead system (no cold calling).
• Manage sales administrative tasks such as documentation, policy processing, and maintaining accurate client records.
• Attend team calls, mentorship sessions, and training (virtual or in-person).

Skills

Willingness to obtain license

Coachable work ethic

Integrity

CRM familiarity

Relationship building

Eligible to work in the U.S.

Tools

CRM platforms

Job description

The Drum Agency is a growth-focused insurance agency committed to helping families secure their financial future while empowering agents to build meaningful, lucrative careers. Through innovative technology, proven systems, and a supportive virtual environment, The Drum Agency equips agents with the tools, training, and mentorship needed to succeed in today's insurance marketplace.

What truly sets The Drum Agency apart is the culture we've built around our core pillars: real relationships and a work-life harmony where agents belong. We believe success should enhance your life, not consume it. That's why we've created an environment where ambitious, self-motivated individuals can thrive professionally, earn at a high level, and enjoy the freedom and flexibility they deserve.

At The Drum Agency, we're looking for driven people who are hungry to grow, committed to serving others, and ready to take ownership of their future.

Core Responsibilities:

• Consult with potential and current clients to secure life insurance coverage based on their needs
• Virtually meet with individuals who have requested life insurance information (no cold calling) via our proven lead system
• Manage sales administrative tasks such as documentation, policy processing, and maintaining accurate client records
• Attend team calls, mentorship sessions, and training (virtual or in-person)

What you’ll bring:

• Willingness to obtain a life insurance license (with our help)
• A strong, coachable work ethic
• High character and integrity
• A familiarity with CRM platforms is helpful
• An ability to build and nurture internal and external relationships
• Must be 18+ and legally authorized to work in the U.S.

What you’ll get:

• The ability to work when and where you choose
• Guided mentorship throughout your development
• Game-changing technology and support
• The industry’s only value-based leads program
• World class culture and leadership development

Pay:

• 1099 contractor; commissions only
• Part-Time Uncapped Potential: estimated $30,000–$60,000+ / first year (15–20 hrs/week)
• Full-Time Uncapped Potential: estimated $84,000–$160,000+ / first year (35–45 hrs/week)

No agent’s success, earnings, or production results should be viewed as typical, average, or expected. Not all agents achieve the same or similar results, and no particular results are guaranteed. Your level of success will be determined by several factors, including the amount of work you put in, your ability to successfully follow and implement our training and sales system and engage with our lead system, and the insurance needs of the customers in the geographic areas in which you choose to work.