The Cornerstone Group-posted 3 months ago
Full-time • Entry Level
Remote • Baltimore, MD

As a Cornerstone Sales Agent, you will be helping families prepare for their worst days with insurance and financial protection products. Utilizing leads, agent-friendly resources, carrier relationships, and training provided by The Cornerstone Group to build your own business. The ideal candidate is self-motivated, entrepreneurial, goal-oriented, and skilled in consultative sales with a customer-focus.

  • Prospect new clients via direct outreach, referrals, networking, lead systems (e.g. direct mail responders), etc.
  • Understand and represent the full product suite: final expense, term life, return-of-premium, annuities, indexed universal life, mortgage protection, income protection, etc.
  • Meet with clients virtually or in-person to assess their needs, explain product options, recommend solutions, handle objections, and close sales.
  • Maintain proper licensing and compliance as required by state and federal insurance/Government regulation.
  • Use company provided tools, technology, and lead systems to manage pipeline, generate quotes, document client interactions, and track performance.
  • Participate in ongoing training, coaching, and performance improvement programs.
  • Attend meetings, seminars, or events as needed.
  • Meet or exceed sales targets / performance metrics (e.g. quotas, revenue, number of policies sold).
  • Maintain professional standards, client confidentiality, and ethical behavior at all times.
  • Valid insurance license(s) required ( or willingness to obtain ) in the states where you will sell.
  • Previous experience in insurance sales, financial services, or similar consultative/commission-based sales roles preferred.
  • Strong interpersonal skills: ability to build rapport, communicate complex ideas simply, listen well, follow up persistently.
  • Self-motivated, disciplined; ability to manage time, leads and pipeline independently.
  • Goal-oriented mindset with the ability to track metrics and drive to achieve them.
  • Comfort with virtual sales tools and platforms (phone, video calls, digital quoting) as well as traditional sales methods.
  • Ability to adapt to changing regulatory and market conditions.
  • Comprehensive training, including virtual and in-person options.
  • Access to a variety of carriers and product offerings to suit diverse client needs.
  • Lead generation support (e.g. direct mail responder leads) so you can focus on selling.
  • Technology tools / quote systems to help with efficiency.
  • Pathway for growth: Top performers may have opportunities for leadership roles, building teams or agencies.
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