Remote Insurance Agent with Preset Appointments
About The Position
MeridianLight is seeking motivated individuals to join our team as Insurance Agents. This role focuses on meeting with interested clients who have pre-set appointments, allowing you to spend less time on cold calling and lead generation. We specialize in retirement planning for teachers and public employees, offering tax-efficient strategies and financial protection using products like Indexed Universal Life (IUL) insurance and annuities. Our structured system, professional training, technology, and ongoing support are designed to help agents maximize their time with clients and build their business effectively. This is a 100% remote position, allowing you to conduct client appointments virtually from anywhere in the U.S. with a flexible schedule.
Requirements
- Active life insurance license or willingness to obtain the appropriate license before conducting insurance sales
- Must reside in the United States
- Strong organization and time-management skills
- Comfortable using CRM systems and virtual communication tools
- Ability to follow established sales and compliance procedures
- Commitment to ongoing learning and professional development
Nice To Haves
- Interested in life insurance, IUL, annuities, and retirement planning
- Strong communication and interpersonal skills
- Comfortable speaking with clients through Zoom and other virtual platforms
- Self-motivated, coachable, and goal-oriented
- Able to work independently in a remote environment
- Interested in building a long-term, performance-based income
- Previous sales, insurance, financial services, education, or other client-facing experience is helpful but not required
Responsibilities
- Meet virtually with pre-scheduled prospective clients
- Learn about each client's financial situation, retirement goals, and concerns
- Educate clients about available retirement and financial protection strategies
- Present appropriate life insurance, IUL, and annuity solutions based on client needs
- Build professional, trust-based client relationships
- Follow up with prospective and existing clients
- Manage appointments and client activity through our CRM
- Follow a structured sales and documentation process
- Participate in ongoing training and professional development
Benefits
- Pre-Set Appointments
- Specialized Market Focus
- 2-Week Structured Onboarding
- Training & Mentorship
- AI-Powered Technology
- 100% Remote
- Flexible Schedule
- Performance-based income (commission)
- No cap on commission earnings
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What This Job Offers
Career Level
Entry Level
Education Level
No Education Listed
