Senior Life Insurance Consultant — Warm Leads & Growth

Brightway Insurance; Ponte Vedra Beach (FL); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Disability insurance

Life insurance policy provided

401(k) with company match

Paid time off

Job summary

Brightway Insurance seeks an experienced Life Insurance Sales Agent to join The Wagner Agency in Ponte Vedra Beach, FL. You’ll work with a built-in book of business from our P&C clients, perform needs analyses, and write terms, IUL, whole life, and final expense policies using Ethos and Vanbridge.

Expect in-person, phone, or video meetings with a strong emphasis on growth and compliance. You’ll leverage warm referrals, maintain detailed CRM notes, and meet monthly production goals in a

Qualifications

• Active Florida Life license (Health a plus)
• 5+ years of experience writing life insurance with a verifiable production record
• Proven experience with Indexed Universal Life (IUL), Whole Life, Term, and final expense
• Experience working complex life cases
• Comfortable selling in person, by phone, and by video
• Competitive and self motivated. You like keeping score and you hate finishing last
• Coachable. You take feedback and put it to work the same day
• Strong consultative selling skills. You ask great questions and recommend the right solution
• Strong follow up and organizational skills
• Experience selling to P&C or other warm markets is a plus
• Familiarity with carrier portals, illustrations, and underwriting is a plus
• High school diploma or equivalent

Responsibilities

• Meet with warm leads and referrals from our P&C book and partner network
• Run consultative needs analyses covering income protection, mortgage and debt, final expenses, college funding, and legacy planning
• Write term, whole life, index universal life, and final expense policies, using Ethos for fast, no exam business and Vanbridge for complex, high face amount, business, and estate cases
• Partner with our P&C agents on warm handoffs and train them to spot life insurance triggers such as new mortgages, new babies, and new drivers
• Work existing book of business with thousands of clients
• Run annual life reviews for existing clients
• Keep accurate notes and client information in our CRM
• Hit your monthly production goals and track your progress on your scorecard
• Maintain compliance with carrier, state, and agency requirements

Skills

Consultative selling

FL life license

Strong follow-up

Coachable

Education

High school diploma or equivalent

Job description

Brightway Insurance seeks an experienced Life Insurance Sales Agent to join The Wagner Agency in Ponte Vedra Beach, FL. You’ll work with a built-in book of business from our P&C clients, perform needs analyses, and write terms, IUL, whole life, and final expense policies using Ethos and Vanbridge.

Expect in-person, phone, or video meetings with a strong emphasis on growth and compliance. You’ll leverage warm referrals, maintain detailed CRM notes, and meet monthly production goals in a