Insurance Planning Consultant — Remote Options & Growth

Valmark Financial Group; Minneapolis, Saint Paul (MN, MN); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Comprehensive benefits

401(k) match

Professional development support

Job summary

Valmark Financial Group seeks a seasoned insurance professional to lead the expansion of its InForce Insurance Solutions. You will engage existing clients and affiliated advisors, identify planning needs, and present life insurance solutions drawn from policy reviews.

You’ll manage at-risk accounts and drive action through clear communication. The role offers a base salary with performance incentives, access to top carrier relationships, and a collaborative, client-first culture.

Qualifications

• 5+ years of experience in life insurance or financial services
• Active Life Insurance license (required at hire or within 60 days)
• Direct experience with clients or advisors in sales, case management, or advisory support
• Comfort with CRM, MS Office, and carrier illustration systems
• Strong organization and follow-through managing multiple open cases

Responsibilities

• Engage existing clients and affiliated advisors to identify planning needs and present life insurance solutions
• Lead proactive outreach to underperforming policies and accounts without an active advisor
• Respond to inbound inquiries, qualify opportunities, and provide timely solutions
• Build trusted relationships with advisors, trust companies, and institutional partners; lead insurance advisor for a partner
• Drive client action through clear, professional communication; avoid high-pressure tactics
• Review in-force policy data and run illustrations to identify gaps, lapse risks, or replacement opportunities
• Prepare policy reviews and client-ready presentations with internal teams
• Apply Life Insurance 10X philosophy to develop client-centered solutions
• Coordinate with internal teams to move cases from opportunity to placement
• Maintain accurate CRM records and track opportunities through full sales cycle
• Leverage data tools and carrier platforms to research policy details and support presentations
• Shape outreach workflows and templates for years to come

Skills

Client-facing communication

Sales mindset

Organizational skills

Technology aptitude

Relationship building

Education

Life insurance license

Tools

CRM software

Microsoft Office

Carrier illustration systems

Job description

Valmark Financial Group seeks a seasoned insurance professional to lead the expansion of its InForce Insurance Solutions. You will engage existing clients and affiliated advisors, identify planning needs, and present life insurance solutions drawn from policy reviews.

You’ll manage at-risk accounts and drive action through clear communication. The role offers a base salary with performance incentives, access to top carrier relationships, and a collaborative, client-first culture.