Licensed Insurance Agent
Company Description
Sterling National Financial Group is a premier provider of retirement planning and financial counseling services for employees of public institutions, with a strong focus on educators. The organization is known for its high-caliber associates and commitment to delivering personalized financial advice that was once available only to the most privileged clients. Led by industry professionals with over fifty years of combined retirement experience, Sterling invests heavily in training and certification to ensure field agents are well-equipped to serve client needs. All associates complete a rigorous certification course to uphold the company’s standards of service and client care. Role Description The Licensed Insurance Agent role is a full-time, remote position responsible for providing retirement and insurance planning services to educators and other public institution employees. Day-to-day responsibilities include meeting with clients virtually or by phone, assessing their financial and insurance needs, and recommending appropriate retirement, life, and related insurance products. The agent will prepare proposals, explain policy options and benefits in clear terms, and guide clients through application, underwriting, and policy issuance processes. Additional tasks include maintaining ongoing relationships with clients, conducting periodic policy reviews, staying current with industry regulations and product updates, and documenting all interactions in accordance with compliance standards. The role also involves collaborating with internal teams, participating in training programs, and contributing to the company’s reputation for exceptional customer care.
Qualifications
Active insurance license (life and related lines) in relevant state(s), with a strong understanding of retirement and insurance products. Demonstrated skills in client consultation, needs analysis, and presenting tailored financial and insurance solutions. Strong communication, listening, and interpersonal abilities, with a customer-focused and ethical approach. Proficiency in remote work tools, CRM or client management systems, and basic office software. Ability to work independently, manage a remote schedule, and meet productivity and compliance requirements. Prior experience serving educators or public sector employees is beneficial. Bachelor’s degree in finance, business, education, or a related field is preferred but not required. Commitment to ongoing professional development, industry training, and adherence to regulatory standards. 403b Rollover experience preferred but not required. What you receive from us: Pre Set daily appointments Monthly expense account for lunch & dinner seminars Back office support Highest payout in the industry Proprietary CRM that creates all your presentations for you