Life Insurance Agent (1099, Commission, Mentorship)

Company Description Purdy Financial Group, founded by Kevin Purdy after partnering with Symmetry Financial Group in 2012, is a top-producing Life and Health insurance agency serving clients across the United States. Since becoming an agency owner in 2013, the firm has expanded into a coast-to-coast operation offering broad market opportunities in the insurance and financial services space. The agency focuses on helping individuals and families protect their financial futures through tailored life and health insurance solutions. Team members benefit from a growth-oriented environment that emphasizes professional development, performance-based rewards, and mentorship. Purdy Financial Group values integrity, client education, and long-term relationships.
Role Description This is a 1099, commission-based, on-site role for a Life Insurance Agent located in Ponte Vedra Beach, FL, with structured mentorship and support. The Life Insurance Agent will meet with prospective and existing clients to assess their needs, explain policy options, and recommend appropriate life insurance and related financial products. Daily activities include generating leads, following up on inquiries, conducting needs-based consultations, preparing quotes, and assisting clients through the application and underwriting process. The role involves maintaining accurate records, staying current on carrier products and industry regulations, and collaborating with agency leadership to achieve sales goals. Agents will participate in ongoing training, coaching sessions, and mentorship programs to build skills, expand their book of business, and advance their earning potential.
Qualifications

• Candidates should possess skills in Insurance Sales and Insurance Brokerage to effectively present, compare, and place suitable policies for clients.
• Candidates should possess skills in Insurance and Finance to understand coverage options, risk management, and basic financial planning concepts.
• Candidates should possess strong Customer Service skills to build trust, respond to inquiries, and provide clear, empathetic support throughout the client lifecycle.
• Active or attainable state Life and Health insurance license (or willingness to obtain within a defined timeframe).
• Ability to work on a commission-only basis as a 1099 independent contractor, with a high level of self-motivation and goal orientation.
• Strong communication, presentation, and interpersonal skills, with the ability to explain complex information in straightforward terms.
• Organizational and time-management skills, including managing appointments, follow-ups, and documentation accurately.
• Comfort with basic technology tools (CRM systems, email, video meetings) and willingness to learn agency platforms.
• Prior sales or financial services experience is helpful but not required; mentorship and training are provided.