What are the responsibilities and job description for the Life Insurance broker position at AMG Financial Services?
IMPORTANT — NEXT STEP AFTER APPLYING
Applying is Step One. Completing our screening process is Step Two.
To be considered for an interview with AMG Financial Services, you must complete the next step in our application process.
Visit: join.amgfinancialservices.com
Copy and paste the address into your browser. You'll answer a few quick screening questions and record a 60-second introduction video directly on the page.
The process only takes a few minutes, and applicants who complete it will receive priority consideration for an interview.
Please do not apply if you are unwilling to complete this step.
BEFORE YOU APPLY — KNOW WHAT YOU'RE SIGNING UP FOR
This is not a traditional 9–5 job.
This is a 1099, commission-only sales opportunity. There is no hourly pay, guaranteed salary, or income guarantee. Your results will depend on your effort, consistency, ability to learn, and performance.
At AMG Financial Services, we're looking for people who want to work, sell, learn, improve, and build something long-term.
Our agents can make 300–400 outbound calls per day, depending on their activity, lead flow, and schedule. This is an active sales role that requires persistence, accountability, and a willingness to hear “no” regularly.
If you're looking for an easy remote job where you can do the minimum and collect a paycheck, this isn't for you.
If you're competitive, coachable, disciplined, and willing to put in the work to develop real sales skills, AMG may be the opportunity you're looking for.
WHY AMG FINANCIAL SERVICES?
Building a successful insurance business takes more than motivation. You need the right resources, systems, training, and support.
At AMG Financial Services, we work to give our agents the tools they need to develop their skills, serve clients, and build consistent production.
What we bring to the table:
- In-House Lead Resources: Access to lead resources designed to help you connect with prospective clients and create sales opportunities.
- Established Sales Systems: Follow a structured sales process instead of trying to figure everything out on your own.
- Hands-On Training: Learn the fundamentals of life insurance sales, client conversations, presentations, and closing.
- Ongoing Coaching: Participate in training, call reviews, and coaching designed to improve your confidence and performance.
- Technology & Sales Tools: Utilize the systems and resources that help organize your pipeline, manage follow-ups, track activity, and work more efficiently.
- Multiple Carrier Options: Work with a non-captive model offering access to a broad range of insurance carriers and products, subject to appointments and availability.
- A Team Environment: Work alongside people who understand the business, share knowledge, and want to see one another improve.
- Room to Grow: Develop your sales ability, increase your production, and build toward your personal and professional goals.
You won't be expected to know everything on day one. We want people who are willing to learn, take coaching, implement feedback, and consistently improve.
We provide resources and guidance. You bring the work ethic, discipline, and commitment.
Learn more about us at AMGfinancialservices.com.
WHAT YOU'LL DO
As a life insurance sales agent, you'll work directly with prospective clients to understand their needs and help them explore appropriate insurance solutions.
Your responsibilities will include:
- Making high-volume outbound calls to connect with prospective clients.
- Following up with leads and maintaining an active pipeline.
- Conducting phone and Zoom appointments.
- Asking questions to understand clients' needs and financial protection goals.
- Presenting suitable life insurance options.
- Handling objections and working through common client concerns.
- Learning and following our established sales process.
- Using company systems and resources to organize your activity.
- Attending training sessions, coaching, and call reviews.
- Tracking your activity, measuring your results, and improving your performance.
- Maintaining professionalism and providing a positive client experience.
WHO WE'RE LOOKING FOR
We want people who are:
- Competitive: Motivated by goals, performance, and personal growth.
- Coachable: Willing to accept feedback and apply what they learn.
- Disciplined: Able to stay productive without someone constantly watching over them.
- Resilient: Comfortable hearing “no” and continuing to work.
- Accountable: Willing to own their activity, decisions, and results.
- Growth-minded: Interested in developing valuable sales skills and building a long-term opportunity.
Previous sales or insurance experience can be beneficial, but your willingness to learn, work hard, and follow a process matters.
WHAT SUCCESS AT AMG REQUIRES
We want to be upfront: having leads, training, systems, and support does not guarantee success.
You will still need to make the calls, show up for appointments, practice your skills, follow up consistently, and apply what you learn.
This is a performance-based opportunity for people who want to take ownership of their results and are comfortable with the uncertainty of commission-based income.
The opportunity is real. The resources are here to help. But the work is on you.
READY TO TAKE THE NEXT STEP?
If you've read everything above and believe this opportunity fits what you're looking for, complete the next step in our application process.
1. Visit: join.amgfinancialservices.com
2. Complete: the screening questions and 60-second introduction video.
3. Be ready: to discuss your goals, work ethic, expectations, and why you believe you'd be a good fit for AMG Financial Services.
We want to meet people who are serious about the opportunity and ready to take the next step.
Learn more about AMG Financial Services: AMGfinancialservices.com
Founded in 2019 AMG Financial Services is a leading Insurance Marketing Organization. We help families plan their financial futures, offering services like Final Expenses and Mortgage Protection, and partner with over 30 top-rated insurance companies for exceptional service.