What are the responsibilities and job description for the Life Insurance Specialist position at Business Owner Solutions & Sevices?
Position Type- Independent Contractor (1099)
Join our dynamic financial services team as an Insurance & Retirement Planning Specialist and become a vital part of helping clients achieve their financial goals. In this role, you'll educate individuals and families while providing personalized solutions in life insurance, retirement planning, annuities, income protection, and wealth-building strategies. No previous experience in financial services is required—we provide comprehensive training for motivated individuals. Experience in sales, customer service, management, or business is helpful but not required.
This position offers an exciting opportunity to build meaningful client relationships while earning commission-based compensation with no cap on your earning potential. Representatives also have opportunities to earn renewal income, performance bonuses, and equity opportunities as they grow within the organization. Many begin part-time while maintaining their current career or business. As your client base grows, you have the opportunity to transition to full-time and eventually build and lead your own agency if desired.
Duties
Proactively identify customer needs through engaging conversations and provide suitable financial product recommendations
Present insurance and retirement planning solutions from some of the nation's leading insurance carriers.
Educate clients in person or virtually
Obtain the required state insurance license (training and guidance provided).
Maintain all required state insurance licenses through continuing education and renewal requirements.
Build trust and rapport with diverse clients
Attend in-person training events and meetings as needed to support professional development.
Demonstrate professionalism, integrity, a willingness to learn, and a coachable attitude.
Qualifications
High school diploma or GED required
Must be at least 18 years old
Ability to obtain a state insurance license
Strong communication and interpersonal skills
Self-motivated with a positive attitude
Comfortable working independently and with a team
Reliable transportation for local meetings and training events
Perks
Flexible schedule part-time and full-time opportunities
Remote and in-person client appointments and work environment
Weekly training
Mentorship
Access to top-rated insurance carriers contracts
Leadership development
Agency ownership path
Great benefits including access to health insurance benefits
No cold calling
License and fingerprinting fee's are reimbursed after fully licensed and appointed
Supportive team culture focused on growth
If you're self-motivated, enjoy helping people, and are looking for a career with unlimited earning potential, professional development, and leadership opportunities, we'd love to hear from you. Join a team committed to helping clients protect their financial future while building a rewarding career of your own.