Overview
Company Overview The Cornerstone Group ("the Agent’s Company") is a rapidly growing independent marketing organization (IMO) in the insurance and financial protection space. We are committed to helping agents serve middle-income Americans with products like Final Expense, Mortgage Protection, Return of Premium Term Life Insurance, Income Protection (Fixed Indexed Annuities), Tax-Free Retirement via Indexed Universal Life, and more. We emphasize agent training, carrier choice, virtual sales capabilities, and leadership development.
Position Summary: As a Cornerstone Sales Agent, you will help families prepare for difficult days with insurance and financial protection products, using leads, agent-friendly resources, carrier relationships, and training provided by The Cornerstone Group to build your own business. The ideal candidate is self-motivated, entrepreneurial, goal-oriented, and skilled in consultative sales with a customer focus.
Responsibilities
- Prospect new clients via direct outreach, referrals, networking, lead systems (e.g. direct mail responders), etc.
- Understand and represent the full product suite: final expense, term life, return-of-premium, annuities, indexed universal life, mortgage protection, income protection, etc.
- Meet with clients virtually or in-person to assess needs, explain product options, recommend solutions, handle objections, and close sales.
- Maintain proper licensing and compliance as required by state and federal insurance/government regulation.
- Use company-provided tools, technology, and lead systems to manage pipeline, generate quotes, document client interactions, and track performance. Participate in ongoing training, coaching, and performance improvement programs.
- Attend meetings, seminars, or events as needed. Meet or exceed sales targets/performance metrics (e.g. quotas, revenue, number of policies sold).
- Maintain professional standards, client confidentiality, and ethical behavior at all times.
Qualifications
- Valid insurance license(s) required (or willingness to obtain) in the states where you will sell.
- Previous experience in insurance sales, financial services, or similar consultative/commission-based sales roles preferred.
- Strong interpersonal skills: ability to build rapport, communicate complex ideas simply, listen well, and follow up persistently.
- Self-motivated, disciplined; ability to manage time, leads and pipeline independently.
- Goal-oriented mindset with the ability to track metrics and drive to achieve them.
- Comfort with virtual sales tools and platforms (phone, video calls, digital quoting) as well as traditional sales methods.
- Ability to adapt to changing regulatory and market conditions.
Compensation & Culture
- Compensation & Earnings: Highly competitive commission with no cap on earnings, with potential to earn between $50,000 and $250,000+ annually. Potential for bonuses, overrides, or leadership incentives (especially if building a team). Agents keep a large portion of commissions based on performance, product, and carrier arrangements.
Benefits & Support
- Comprehensive training, including virtual and in-person options.
- Access to a variety of carriers and product offerings to suit diverse client needs.
- Lead generation support (e.g., direct mail responder leads) to focus on selling.
- Technology tools/quote systems to help with efficiency.
- Pathway for growth: top performers may have opportunities for leadership roles, building teams or agencies.
What Makes You a Great Fit
- You’re ambitious, with a desire to own your income and grow it.
- You’re resilient and comfortable working in a performance-based role.
- You have good ethical standards and serve clients with integrity.
- You want continuous learning and appreciate coaching and feedback.
- You like helping people protect their families and financial futures.
- This is a Remote (work from home) position.