Remote Insurance Sales Pro — Educator Retirement Planning

MeridianLight

Indianapolis (IN)

Remote

USD 22,000 - 279,000

Full time

14 days+
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Job summary

MeridianLight is looking for a Remote Insurance Sales Agent to handle pre-set client appointments with teachers and public employees. The role focuses on retirement planning using life insurance, IUL, and annuities, supported by AI-assisted tools and structured onboarding.

The position is 100% remote within the United States, offering a flexible schedule and ongoing training. Compensation is commission-based with uncapped earning potential, contingent on performance and product mix.

Qualifications

  • Active life insurance license or willingness to obtain before selling life insurance products.
  • Must reside in the United States.
  • Strong time-management and organizational skills.
  • Comfortable using CRM systems and virtual communication tools.

Responsibilities

  • Meet virtually with pre-scheduled prospective clients.
  • Learn about each client's financial situation and retirement goals.
  • Educate clients about retirement and financial protection strategies.
  • Present life insurance, IUL, and annuity solutions based on client needs.
  • Build professional, trust-based client relationships.
  • Follow up with prospective and existing clients.
  • Manage appointments and client activity through our CRM.

Skills

Strong communication
Interpersonal skills
Self-motivated
Coachable
Goal-oriented
Independent remote work

Education

Active life insurance license or willingness to obtain license

Tools

Zoom
CRM systems

Job description

MeridianLight is looking for a Remote Insurance Sales Agent to handle pre-set client appointments with teachers and public employees. The role focuses on retirement planning using life insurance, IUL, and annuities, supported by AI-assisted tools and structured onboarding.

The position is 100% remote within the United States, offering a flexible schedule and ongoing training. Compensation is commission-based with uncapped earning potential, contingent on performance and product mix.

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