What are the responsibilities and job description for the FT Financial Sales Specialist position at Auvita Financial?
About the Company
Auvita Financial is expanding its nationwide sales team and looking for motivated professionals who want more freedom in how they work, greater control over their income, and the opportunity to build a business they can truly call their own. This is a fully remote opportunity that can be performed from anywhere in the United States. You can work from home, travel while continuing to serve your clients, or create a schedule that allows you to be more present with your children and family. Agents may begin part time while maintaining another job or build a full time career from the beginning. This is not a traditional hourly position with capped income. Agents are independent business owners who earn commission based compensation, build their own book of business, develop long term client relationships, and create the potential for ongoing residual income.
About the Role
Agents meet with prospective clients by phone or video appointment to understand their financial situation, family responsibilities, budget, and insurance needs. The role is consultative and relationship focused. Your responsibility is to help each client understand their options and determine which available solution is appropriate for their goals.
Responsibilities
- Conducting phone or video appointments with prospective clients
- Interviewing clients to understand their needs, goals, budget, and existing coverage
- Reviewing multiple carrier and product options
- Presenting recommendations clearly and ethically
- Completing and submitting insurance applications
- Following up on underwriting requirements and pending applications
- Helping clients through the policy placement process
- Maintaining communication with existing clients
- Conducting policy reviews and identifying changing coverage needs
- Managing appointments, follow up, and daily activity
- Participating in training, coaching, and team meetings
- Maintaining an active insurance license
- Completing all required continuing education
- Following state regulations, carrier requirements, and professional standards
- Building and maintaining your own book of business
Qualifications
Successful candidates often come from sales, customer service, hospitality, call centers, inside sales, real estate, retail, banking, healthcare, or other client facing professions. Previous insurance experience is helpful but not required.
Required Skills
- Comfortable speaking with people by phone and video
- Able to ask thoughtful questions and listen carefully
- Confident explaining information and handling objections
- Motivated by performance based income
- Reliable and consistent with follow up
- Coachable and willing to use established systems
- Self directed and able to manage a flexible schedule
- Professional in communication and client service
- Willing to obtain and maintain a life insurance license
- Willing to complete required continuing education and carrier training
Preferred Skills
Both licensed and unlicensed candidates are encouraged to apply. Licensing guidance, training, and ongoing support are available.
Pay range and compensation package
• Commission based compensation with contract levels that are higher than the industry average
• 1099 independent contractor opportunity with uncapped income potential
• One of the strongest bonus programs in the industry, allowing agents to earn additional compensation based on production
• Residual income potential from the business and client relationships you build
• Ownership of your own book of business
• Independent, non captive model with access to multiple carriers and product options
• Freedom to recommend solutions based on the client’s needs rather than being limited to one company
• Access to the Integrity Health Plan for eligible agents
• Daily training, proven systems, and ongoing mentorship from experienced leaders and some of the top performing agents in the country
• Part time and full time opportunities with the ability to grow your income as your production increases
Explore how our compensation and bonus structure can translate into potential earnings using the Auvita Financial income calculator:
https://careers.auvitafinancial.com
*Income calculator results are estimates and are not a guarantee of earnings. Actual income depends on individual activity, production, placement, consistency, and other factors.
Equal Opportunity Statement
Auvita Financial is building the gold standard of insurance by giving agents the freedom to operate independently without leaving them to figure everything out alone. You will have access to proven systems, respected carriers, daily training, experienced mentorship, and the opportunity to build a lasting business around your own goals. Your income is determined by your activity, production, consistency, and the business you build rather than an hourly wage or predetermined salary.
Explore different production levels and potential earnings using our income calculator at: https://careers.auvitafinancial.com.
This role is best suited for someone who wants the freedom of fully remote work, the earning potential of commission based sales, and the long term value of owning and growing their own book of business.