Note: The job is a remote job and is open to candidates in USA. The Hadley Agency is a fast-growing, family-led brokerage helping families secure their financial futures through life insurance, mortgage protection, and retirement solutions. The Financial Services Professional will guide qualified clients through insurance and financial solutions, conduct virtual consultations, manage client relationships, and build a long-term client base while meeting compliance and performance requirements.
Responsibilities
- Master our proven sales systems and product suite to serve clients effectively
- Connect with clients who’ve requested information and guide them through the process
- Conduct virtual consultations via Zoom or phone
- Communicate with clients and internal teams to ensure seamless service
- Collaborate with peers and leadership to deliver an exceptional client experience
- Meet promotional benchmarks to unlock growth and income potential
- Stay compliant with state insurance and licensing requirements
- Participate in weekly virtual meetings and trainings
- Build a long-term client base using company-provided and self-generated leads
- Help families find the right protection and financial solutions for their needs
Skills
- • Confident using technology and virtual communication tools
- • Excellent communicator with strong organizational skills
- • Self-motivated, coachable, and goal-driven
- • Professional presence over Zoom and the phone
- • Customer-oriented with a problem-solving mindset
- • Reliable phone, computer, and internet connection
- • Active Life & Health Insurance License (or willingness to obtain within 7–10 days — we'll help )
- • Flexibility to meet client schedules, including some evenings or weekends
- • 3+ years in sales, customer service, or related field preferred (not required)
Benefits
- 100% remote with flexible scheduling
- Uncapped monthly bonuses tied to performance
- Annual incentive trips for top producers (company and carrier sponsored)
- Access to discounted health and life insurance options
- Fast-track promotions and leadership opportunities for high performers
- Help obtaining a Life Insurance License within 7–10 days of onboarding
Company Overview