Demo

Territory Insurance Sales Agent

Professional Partners - Mortgage Brokers
Phoenix, AZ Full Time
POSTED ON 1/29/2025
AVAILABLE BEFORE 3/29/2025
Job Description

Life Insurance Sales Agent

Remote but must live in the following states: Arizona (must be near Phoenix), Utah (must be near Salt Lake City), or Illinois. Must be near these areas for agency visits in person (company vehicle provided).

Work Hours: M-F 7:45am-4:15pm - but being available outside of those hours is normal.

Salary ranges from $85,000 - $100,000 plus 33% bonus on average

Warm leads provided

Position Overview

The Life Specialist generates profitable advanced life sales, estate planning, etc from agencies in the assigned territory.

Essential Job Functions:

  • Makes systematic calls on the agent to aid the agent in sales, underwriting and education of the agent or any personnel within the agency
  • Communicates to the agency force the company philosophy, company policy and method of doing business
  • Attends and participates in periodical sales and educational meetings for agency force.
  • Responsible for production of all life products sold by the company
  • Assists and trains agencies in using our Company intranet website and life illustration software
  • Maintains the call report and/or software system by reporting dates, times and relevant information about each monthly agency call
  • Attends quarterly field meetings and annual award banquets

Education & Experience:

  • Bachelor’s degree in Business or related field required
  • Typically requires 3 years of sales experience in the assigned territory

Certifications & Licenses:

  • Life Insurance Producers license, Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFc) or Certified Financial Planner (CFP) preferred

Salary : $85,000 - $100,000

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