What are the responsibilities and job description for the Independent Insurance Agent (1099) position at SLATE?
Role Summary
As an Independent Insurance Agent Partner with SLATE, you will be responsible for growing and managing your own book of business while leveraging SLATE’s infrastructure, technology, and support systems. This role is designed for self-driven agents who want the flexibility to scale on their own terms, expand into multiple product lines, and build long-term, sustainable revenue streams. Success in this position means consistently growing your client base, increasing retention, and effectively utilizing SLATE’s tools and support to maximize efficiency and production.
At SLATE, this role is central to our organization—we are built to support agents, not control them. You operate independently while being backed by a national platform designed to help you succeed.
Responsibilities
- Build, manage, and grow a personal book of business across health, Medicare, life, and supplemental products
- Identify client needs and recommend appropriate insurance solutions
- Utilize SLATE’s Agent HQ platform for CRM, quoting, enrollment, and client management
- Leverage Campaign Manager to execute marketing, outreach, and retention strategies
- Maintain strong client relationships to drive retention and referrals
- Expand into new markets and product lines to create diversified revenue streams
- Track commissions and production using SLATE’s reporting tools
- Collaborate with SLATE support teams to resolve client or carrier-related issues efficiently
- Stay up to date with carrier guidelines, compliance requirements, and market changes
Qualifications
- Active health and/or life insurance license (required)
- Strong communication and interpersonal skills
- Self-motivated with an entrepreneurial mindset
- Ability to manage time effectively and work independently
- Interest in growing and scaling a personal business
- Basic proficiency with technology (CRM systems, online tools, etc.)
- Experience in Medicare, ACA, life, or supplemental products (preferred but not required)
If you want, I can tailor this specifically for recruiting (more persuasive) or for LinkedIn/Indeed formatting.
more persuasive for linkedIn
Here’s a more persuasive, LinkedIn-optimized version designed to attract agents:
🚀 Independent Insurance Agent Partner | Grow Your Book with SLATE
About the Opportunity
SLATE is a national insurance brokerage built by agents, for agents—designed to help you scale your business with the right tools, real support, and zero limitations.
This isn’t a traditional FMO model. At SLATE, you maintain full ownership of your book of business while gaining access to a platform built to accelerate your growth. No production requirements. No rigid structure. Just the infrastructure and partnership you need to build a business on your terms.
If you’re looking to grow, diversify your income, and operate more efficiently—this is where you do it.
What Success Looks Like
Success in this role means building a scalable, sustainable book of business while creating multiple revenue streams across Medicare, ACA, life, and supplemental products. Top agents leverage SLATE’s technology, marketing, and support to spend less time on admin and more time closing and retaining clients.
What You’ll Do
- Build and grow your own book of business—your clients, your renewals
- Offer solutions across Medicare, ACA (Under 65), Life, and supplemental products
- Use Agent HQ to quote, enroll, and manage clients efficiently
- Launch and automate outreach using Campaign Manager
- Strengthen client relationships to drive retention and referrals
- Expand into new markets and diversify your income streams
- Track your earnings with full transparency across carriers
- Work with a dedicated support team that helps resolve issues on your behalf
Why Agents Choose SLATE
✔ You own your book of business
✔ No production requirements
✔ No one-size-fits-all model
✔ Fast onboarding & carrier access
✔ Powerful, all-in-one technology platform
✔ Real support—no sitting on hold with carriers
✔ Built to help you scale, not stay stuck
What We’re Looking For
- Licensed health and/or life insurance agents (or willing to get licensed)
- Self-motivated individuals ready to grow their own business
- Strong communicators who value client relationships
- Agents looking to expand and build long-term income
Ready to Scale Your Business?
If you’re serious about growth and want a partner that’s built around you—not the other way around—SLATE is the platform to help you get there.
Apply or message us to learn more.