Retirement & Insurance Sales Representative

MeridianLight • Austin, TX

1d • Remote

About The Position

MeridianLight is seeking a Retirement & Insurance Sales Representative to join their team. This role focuses on meeting with prospective clients who have expressed interest, primarily teachers, educators, and public employees, to assist them with retirement planning. The company provides a structured system with pre-set appointments, professional training, technology, and ongoing support. Agents will educate clients on tax-efficient retirement and financial protection strategies using products like Indexed Universal Life (IUL) insurance and annuities. The position is 100% remote, allowing agents to conduct client appointments virtually from anywhere in the U.S. and offers a flexible schedule. Compensation is performance-based (commission) with a typical commission per sale ranging from $2,000–$3,000+, and top performers earning $10,000–$25,000+ per month with no cap on earnings. This is an independent contractor, commission-based opportunity.

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

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

What This Job Offers

• Career Level: Entry Level
• Education Level: No Education Listed