Coverage Career Agent
Job Type: Full-Time Location: Remote Estimated Earnings: $64,000-$90,000 per year Benefits: Flexible schedule, Professional development assistance
Overview
This is a career agent role working with people planning for retirement, both new prospects and established clients. You review their coverage, present options, recommend, and complete the application during the consultation. Leads and scheduled consultations are provided. This is a full-time position with hours you set, bounded by the fact that consultations happen when households are reachable, which for most advisors means steady weekdays and a few early evenings. Earnings follow results rather than a fixed rate.
What You'll Do
Prepare for each consultation by reviewing the household's current arrangements Present a short set of options and the reasoning behind each Recommend the option that fits and ask for a decision Complete the application during the consultation and submit it promptly Follow every submitted case through to an approval decision Build the habits that turn a busy calendar into consistent production
What We're Looking For
Able to explain coverage clearly to someone on a fixed income Full-time availability, with your week shaped around client scheduling Authorized to work legally within the United States Time spent with clients across a table or on a call is a strong foundation Clear communication that holds up when a topic gets technical Persistence in following an application all the way through What's Offered Scheduled consultations provided so you spend your day advising Full training provided, with continued development as you advance Product and process training that continues after your first month Performance-based pay A path to advanced advisor roles once your numbers are steady Colleagues who share what works instead of guarding it