We are a fast-growing financial services organization focused on helping families protect what matters most. We prioritize fast pay, low startup costs, and hands-on training, so you can focus on learning the role and building income from day one.
What You’ll Be Doing
- Client Outreach (6–8 hrs/week)
• Connect with individuals who have already requested information and schedule a time to review their coverage needs.
- Preparation & Research (4–5 hrs/week)
• Review client information and prepare personalized coverage options based on their financial situation.
- Client Meetings (2 days/week)
• Meet with clients virtually or in person (your choice) to walk through options and help them apply for coverage.
- Light Admin (2 hrs/week)
• Follow up on applications and communicate with insurance carriers as needed.
Who This Role Fits Best
- Coachable and willing to learn
- Self-motivated and goal-oriented
- Comfortable working independently
- Looking for flexibility and performance-based income
- No prior experience required (training provided)
What You’ll Gain
- Flexible schedule (full-time or part-time)
- Remote work with optional in-person meetings
- Structured onboarding and ongoing training
- Access to systems, tools, and support to help you succeed
- Performance-based income with uncapped potential
What This Role Is About
- We work directly with families to help them:
• Understand their financial risks
• Protect their income and household
• Choose coverage that fits their needs and budget
- You’ll be trained to guide conversations, present options clearly, and support clients through the application process.
Important Compensation Disclosure
- This position is a commission-only based sales position.
- The average commission on a mortgage protection product is approximately $600 per family you protect.
- Our expectation is that a full-time agent will sell 5 to 10 mortgage protection plans per week.
- In addition to mortgage protection, we also offer financial products designed to help individuals plan for retirement or protect existing retirement accounts.
- Training is provided.
- No agent’s success, earnings, or production results should be viewed as typical, average, or expected.
- Not all agents achieve the same or similar results, and no particular results are guaranteed.
- Your level of success will depend on factors including your effort, ability to follow training and systems, engagement with leads, and client needs in your area.