What are the responsibilities and job description for the Financial Services Intern position at AMG Financial Services?
This opportunity is NOT for everyone.
1099 Independent Contractor | 100% Commission-Based
Please do not apply if you are only seeking an hourly or salaried position.
We do offer part-time opportunities, making this an excellent option for college students, recent graduates, and individuals looking to gain real-world business experience while earning commission.
If you're entrepreneurial, highly motivated, coachable, and interested in developing professional sales, leadership, and financial education skills, we'd love to speak with you.
Company Description AMG Financial Services is a leading Insurance Marketing Organization dedicated to helping families plan and protect their financial futures. The company offers solutions such as Final Expense coverage and Mortgage Protection, partnering with over 30 top-rated insurance carriers to deliver competitive products and reliable service. AMG focuses on clear guidance, personalized planning, and long-term client relationships. Team members work in a collaborative environment with access to strong carrier partnerships, training, and resources to support professional growth.
Role Description The Insurance Sales Representative is a full-time, hybrid role based in Raleigh, NC, with flexibility for some work from home. This role involves meeting with prospective and existing clients to assess their insurance needs and recommend appropriate products such as Final Expense and Mortgage Protection policies. Daily activities include following up on leads, conducting consultations by phone and in person, preparing quotes, and completing applications accurately and in compliance with carrier and regulatory requirements. The representative will maintain ongoing contact with clients, provide policy reviews, and support claims or service inquiries as needed. Collaboration with internal teams and carrier representatives, along with consistent documentation in CRM or related systems, is an important part of the role.
Qualifications
- Candidates should possess strong Insurance Sales and Sales skills to prospect, qualify leads, and close business effectively.
- Candidates should possess solid Customer Service skills to build trust, handle inquiries, and support clients throughout the policy lifecycle.
- Candidates should possess foundational Insurance and Insurance Brokerage knowledge to explain coverage options, underwriting requirements, and policy features clearly.
- Active or attainable state life and health insurance license (or relevant lines of authority) is required or strongly preferred.
- Strong communication, presentation, and interpersonal skills, with the ability to work with diverse clients and team members.
- Comfort with hybrid work arrangements, including self-management, time management, and use of digital tools (CRM, email, virtual meeting platforms).
- Prior experience in insurance, financial services, or consultative sales is beneficial.
- High level of integrity, professionalism, and commitment to ethical, compliant sales practices.