What are the responsibilities and job description for the Life Insurance Agent position at US Life?
We specialize in providing innovative solutions for policyholders considering surrendering or lapsing their life insurance policies. Our mission is to help individuals maximize the value of their policies while maintaining financial security. Through our tailored strategies, we offer alternatives that preserve coverage, provide liquidity, and prevent unnecessary policy losses.
This is a remote, contract-based role for a Life Insurance Agent focused on relationship-building and client engagement. Agent will play a crucial part in connecting with potential clients, educating them on alternatives to surrendering their life insurance policies, and scheduling qualified appointments. The primary responsibility is to engage with policyholders, establish trust, and fill the calendar with prospective clients for specialists who will handle the in-depth evaluations and solutions.
- Educate policyholders on surrendering alternatives, including loan-based solutions and policy optimization strategies.
- Assess client needs and provide expert recommendations on maximizing policy value.
- Facilitate the application process for policy retention and restructuring solutions.
- Work closely with affiliated service providers and financial professionals to ensure the best outcomes for clients.
- Maintain compliance with state licensing requirements and ethical sales practices.
- Experience in life insurance sales, brokerage, or policy structuring.
- Knowledge of financial services and cash value life insurance solutions.
- Strong customer service skills with a consultative approach.
- Ability to work independently and manage client relationships remotely.
- Active life insurance license in applicable states.
This role is ideal for agents who want to offer more than traditional life insurance sales—providing real solutions for policyholders looking to access cash without sacrificing financial security.