Remote Life Insurance Agent
About The Position
MeridianLight is seeking Remote Life Insurance Agents to join their team. This role focuses on meeting with interested clients through pre-set appointments, rather than cold calling. The company specializes in retirement planning for teachers, educators, and public employees, utilizing products like Indexed Universal Life (IUL) insurance and annuities. MeridianLight provides a structured system including professional training, technology, and ongoing support to help agents build their business by focusing on meaningful client conversations. The position is 100% remote, allowing agents 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
- Previous sales, insurance, financial services, education, or other client-facing experience is helpful but not required
- 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
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 Work
- 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
