Life Insurance Broker (Training Provided)

Job Overview
We are seeking self-motivated, entrepreneurial-minded individuals to join our team as financial/life insurance professionals. Ideal candidates are offered comprehensive training and mentorship on educating the community on money, providing solutions to needs by offering life insurance or debt solutions, and maintaining long-term client relationships. No prior experience is necessary, as training will be provided to help you develop essential skills and knowledge to excel in this field.

Summary of Duties

• Develop and maintain relationships with clients through effective communication and customer service
• Maintain accurate records using financial software and customer relationship management tools
• Participate in client meetings to understand their financial goals and provide tailored solutions

Key Responsibilities

• Sales & Marketing: generate & attract clients through our proprietary training, networking, referrals, and outreach (note: WE DON'T BUY LEADS AND WE DON'T COLD CALL). Execute and develop new marketing strategies to generate new business.
• Client Consultation: Meet with clients to asses financial/insurance needs and provide recommendations on coverage options
• Policy Management: Prepare and present insurance proposals, explain policy features, and assist clients with policy selection
• Customer Service: Provide continual support to clients, including assistance with claims, policy changes, and renewals
• Compliance: Ensure all sales activities comply with company regulations and industry standards
• Record Keeping: Maintain accurate records of client interactions, sales activities, and policy documentation
• Professional Development: Stay updated on industry trends, new products, and regulations to enhance your knowledge and effectiveness. A valid insurance license is required or must be obtained within a specified timeframe after hiring. A proactive attitude towards learning and professional development in the insurance field.

Qualifications

• High school diploma and equivalent; a bachelor's degree in business, finance, or a related field is preferred.
• No prior experience in finance or insurance is required; just be open to mentorship and learning something new
• Valid insurance license (or willingness to obtain one). Our team provides the education and resources to attain your license. This can normally be done in 1-2 weeks.
• Strong communication and interpersonal skills.
• Ability to build rapport and trust with clients.
• Goal-oriented and self-motivated

What We Offer:

• Comprehensive training program, including written and video training
• Support and resources for getting licensed within 2-3 weeks
• Unlimited Income Potential—Part-Time or Full-Time (w/o cold calling or buying leads).
• Opportunities for career advancement
• Flexible working hours, a hybrid model, and supportive team environment

Join our team as a Financial Services & Insurance Agent/Broker (in training) and take the next steps in your career while helping clients secure their futures!

Job Types: Full-time, Part-time

Pay: $5,500.00 - $12,000.00 per month

Benefits:

• Flexible schedule

Application Question(s):

• Are you aware that this is a 1099 business opportunity and not a W2 position?
• Are you readily willing to invest $200 to $400 to get your state license and access to your agent dashboard?

Ability to Commute:

• Gaithersburg, MD 20878 (Required)

Work Location: Hybrid remote in Gaithersburg, MD 20878

Salary : $5,500 - $12,000