Remote Position
[Remote] Licensed Financial Representative
🌍 Remote · United States
💼 Full-time
Note: The job is a remote job and is open to candidates in USA. Amplify Life Insurance is transforming how families build wealth through life insurance by combining technology with expert guidance. The Licensed Financial Representative will advise individuals and families on life insurance and wealth-building solutions, manage qualified inbound leads, guide clients through the sales process, and develop lasting client relationships.
Responsibilities
- Engage qualified inbound leads provided by Amplify through outbound calls, SMS, and email communications
- Conduct consultative discovery conversations to understand each client's financial goals, family needs, risk tolerance, and wealth objectives
- Educate clients on life insurance concepts, including term life insurance, Indexed Universal Life (IUL), and Final Expense (FE) solutions
- Present personalized recommendations and illustrate how proposed solutions align with client objectives
- Guide clients through the application process and gather all required information and documentation
- Consistently achieve or exceed individual sales and production goals
- Serve as the primary relationship manager for assigned clients throughout the sales and delivery process
- Maintain regular communication with clients as they progress through underwriting and policy delivery
- Proactively manage client expectations and ensure a high-quality customer experience
- Coordinate with case managers to address client questions and facilitate timely policy approval and delivery
- Conduct policy delivery appointments and review policy details with clients
- Ensure clients understand their policy structure, benefits, premium commitments, and long-term objectives
- Confirm successful policy delivery
- Identify opportunities for additional coverage, policy optimization, or future planning discussions
- Foster long-term client relationships that drive retention and referrals
- Partner with case managers, operations teams, and leadership to improve client outcomes
- Participate actively in sales coaching, training sessions, and team meetings
- Maintain required insurance licensing and continuing education requirements
- Contribute feedback to improve sales processes, customer experience, and platform enhancements
- Maintain compliance with all applicable insurance regulations
- Follow company compliance, privacy, and data security policies
- Accurately document all client interaction in the CRM
- Ensure all disclosures and policy illustrations are presented in accordance with carrier and regulatory requirements
- Protect confidential client information
Skills
- Active Life Insurance License in at least one U.S. state. Must maintain all licenses, appointments, and continuing education requirements necessary to conduct business in assigned jurisdictions
- 2+ years of consultative sales experience, preferably in life insurance, financial services, or a related industry
- Demonstrated success in a commission-driven sales environment
- Strong communication and relationship-building skills
- Experience conducting sales conversations via phone and virtual meetings
- Ability to explain complex financial concepts in a clear and understandable manner
- Experience utilizing CRM systems, sales technology, and productivity tools
- Self-motivated, organized, and goal-oriented
- Active Life and Health Insurance licenses
- Experience with permanent life insurance products, including Indexed Universal Life (IUL)
- Familiarity with financial planning, retirement planning, and tax-advantaged wealth accumulation strategies
- Bachelor's degree
- Bilingual English/Spanish
- Experience managing a book of business or ongoing client relationships
Benefits
- Uncapped commission opportunity
- Exclusive inbound leads
- Comprehensive training and coaching
- Fully remote work environment
- Career growth opportunities
- Health, dental, vision, and retirement benefits
- No cold calling
- No purchased leads
- Inbound lead model
- Proprietary technology platform
- Opportunity to build a recurring book of business
Company Overview