Remote Life Insurance Solutions Specialist

Marigold Financial Group; Traer (IA); Remote; USD 85,000 - 145,000; Full time

Benefits offered by this job

Remote work environment

Flexible schedule

Leads and marketing resources

Training and ongoing support

Job summary

Marigold Financial Group is seeking self-motivated Client Solutions Representatives to work remotely with prospective clients, understand their goals, and recommend life insurance and living benefits from over 25 carriers.

This is a 1099 independent contractor role with no base salary. You’ll build relationships, manage a pipeline, and guide clients through applications while pursuing ongoing training and expansion into leadership opportunities.

Qualifications

• Strong communication and interpersonal skills are essential.
• Self-motivated, dependable, and goal-oriented with a client-focused mindset.
• Ability to learn and adapt in a sales environment.

Responsibilities

• Speak with prospective clients who have requested information.
• Learn about clients’ needs, goals, and financial priorities.
• Explain available life insurance and living benefit options.
• Present solutions based on each client’s individual needs.
• Build and maintain client relationships.
• Follow up with prospective and existing clients.
• Assist clients through the application process.
• Maintain accurate records and follow established compliance requirements.

Skills

Communication

Interpersonal skills

Self-motivated

Goal-oriented

Relationship building

Job description

Marigold Financial Group is seeking self-motivated Client Solutions Representatives to work remotely with prospective clients, understand their goals, and recommend life insurance and living benefits from over 25 carriers.

This is a 1099 independent contractor role with no base salary. You’ll build relationships, manage a pipeline, and guide clients through applications while pursuing ongoing training and expansion into leadership opportunities.