Life Insurance Advisor (Remote)

Valid8 Financial, Inc.; San Francisco (CA); Remote; USD 37,000 - 110,000; Full time

Job summary

Join Valid8 Financial, Inc. as a Life Insurance Advisor to help clients develop personalized life insurance plans. This remote full-time role involves working with inbound leads, crafting tailored strategies, and supporting clients through their policy journey. The company provides a competitive salary and benefits, fostering a supportive culture for growth.

Benefits

Health, Dental, Vision, and 401(k)

Paid time off + Parental leave

Supportive team culture with training and career development

Qualifications

• 1+ year of telesales or outbound calling sales experience.
• 1+ years as a licensed life insurance agent (REQUIRED).
• Active Life Insurance License in at least one state (REQUIRED).

Responsibilities

• Contacting inbound leads via outbound calls, email, and SMS.
• Understanding client goals and creating customized life insurance strategies.
• Educating clients on term and universal life insurance.

Skills

Communication

Sales

Organization

Tech-savvy

Job description

Remote (U.S.) | Full-Time | $37,400 – $110,000/year (Base + Uncapped Commission) ** Must have an Active Life Insurance License to Apply**

About Amplify

Amplify is revolutionizing the life insurance industry. We’re the first direct-to-consumer platform offering life insurance investment products that allow individuals to build wealth, invest tax-efficiently, and access funds for anything they wish—all through their life insurance. Our mission is simple: empower people to protect their financial futures and live more fully today.

Backed by leading venture capital firms including Crosslink, Anthemis Group, Greycroft, Transverse Asset Management, and Conversion Capital, Amplify is growing fast and seeking passionate individuals to join us on this journey.

About the Role

As a Life Insurance Advisor at Amplify, you'll help clients develop personalized life insurance plans aligned with their financial goals. You'll work directly with inbound leads—no cold calling—and guide customers through every step of their policy journey.

Responsibilities include:

Contacting inbound leads via outbound calls, email, and SMS

Understanding client goals and creating customized life insurance strategies

Educating clients on term and universal life insurance (IUL, VUL)

Using our digital platform to generate and present policy illustrations

Collecting required information and supporting customers through the application process

Collaborating with internal teams to drive applications to completion

Participating in coaching sessions and team meetings

What We're Looking For

1+ year of telesales or outbound calling sales experience

1+ years as a licensed life insurance agent (REQUIRED)

Active Life Insurance License in at least one state (REQUIRED)

Excellent verbal and written communication skills

Tech-savvy and comfortable using CRM systems and sales tools

Self-motivated, organized, and goal-driven

Preferred but not required:

Bilingual in English and Spanish

Knowledge of tax-advantaged financial strategies

• Open to weekend shifts

What We Offer

Remote work with fixed schedule

Health, Dental, Vision, and 401(k)

Paid time off + Parental leave

Base pay + uncapped commission

Supportive team culture with training and career development

Our Mission

At Amplify, we believe life insurance should be more than a safety net—it should be a financial asset that helps people thrive. Join us in building the future of life insurance, where protection meets long-term wealth.

Join Us

We’re building the future of life insurance—where protection meets wealth. If you're ready to grow your career while helping others grow their future, apply today!

Apply today and be part of the future of life insurance

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