Salesperson

Shield Financial; Phoenix (AZ); Remote; USD 75,000 - 150,000; Full time

Benefits offered by this job

Performance-based bonuses

Comprehensive training

Opportunities for career growth

Job summary

A financial services company is seeking a self-motivated Life Insurance Agent to work remotely and provide tailored insurance solutions. This role offers flexibility in scheduling, a competitive compensation package, and comprehensive training from industry leaders. Ideal candidates will have strong communication skills and a goal-oriented approach. Opportunities for career growth are available, including team leadership potential.

Qualifications

• Highly motivated with a goal-oriented mindset and the ability to work independently.
• Strong communication and interpersonal skills to establish trust with clients.
• Excellent time management and organizational skills.
• Ability to offer client-focused solutions.

Responsibilities

• Engage and serve clients through tailored insurance solutions.
• Develop and nurture long-term client relationships.
• Utilize tools for sales tracking and compliance.
• Participate in training and coaching sessions.

Skills

Motivated and goal-oriented

Strong communication skills

Time management

Relationship building

Job description

Overview

This position is an exciting, 100% fully remote Life Insurance Agent role for individuals seeking a flexible and rewarding career that can be done from the comfort of their own home.

Job title: Insurance Broker & Regional Manager at Equis Financial — Owner of Shield Financial

We are looking for a self-motivated, results-driven sales professional to engage with potential customers and provide tailored life insurance solutions that meet their needs. In this role, you will have the independence to manage your schedule, with access to daily training and support from some of the top producers in the company.

Responsibilities

• Lead Generation & Prospecting: Leverage our exclusive platform to connect with individuals who have shown interest in our life insurance products, allowing you to focus on engaging and serving your clients.
• Client Engagement: Present and promote life insurance solutions by conducting thorough needs assessments, helping clients make informed decisions that align with their financial goals and insurance requirements.
• Relationship Building: Develop and nurture long-term relationships with clients through regular follow-ups and ongoing support, ensuring customer satisfaction and retention.
• Training & Development: Participate in live, company-wide coaching sessions and gain hands-on experience from top-performing virtual sales reps, accelerating your learning and growth.
• Sales Tracking: Utilize advanced tools to maintain accurate records of sales, client interactions, and progress toward individual goals.
• Compliance: Ensure all activities comply with regulatory standards and company policies, safeguarding client information and upholding ethical practices.

Qualifications

• Highly motivated with a goal-oriented mindset and the ability to work independently.
• Strong communication and interpersonal skills to establish trust and rapport with clients.
• Excellent time management, organizational, and prioritization skills.
• Ability to offer solutions that address client concerns and fit within their budget.
• Ability to build lasting relationships and a willingness to receive constructive feedback.
• Previous industry experience is a plus but not required.
• Must be willing to obtain a life insurance license (training and support will be provided).
• Competitive compensation, including one of the most attractive commission and bonus structures in the industry.
• Comprehensive training through live sessions, online resources, and mentorship from top producers.
• A supportive and dynamic work environment focused on professional development.
• Opportunities for career growth, including the ability to build and lead your own team.

Compensation

• Base pay range: $75,000.00/yr - $150,000.00/yr
• Additional compensation types: Annual Bonus and Commission
• Earnings are based on the average performance in current markets.
• Monthly performance-based bonuses.
• Residual income paid on the anniversary of each client’s policy.