Financial services representative
Job Overview
We are seeking a dedicated and detail-oriented Financial Services Representative to join our team. In this role, We are seeking motivated, coachable individuals to join our team as 1099 Independent Life Insurance Agents. In this role, you will help individuals and families protect their income, build long-term financial security, and learn strategies to save and grow their money using life insurance–based financial solutions.
This is a commission-based, independent contractor position with flexible scheduling, ongoing training, and a clear path for advancement to Broker within the firm for high-performing agents.
Key Responsibilities
Educate clients on life insurance and financial protection strategies
Help families create plans to grow savings, build cash value, and protect their future
Conduct client consultations (in person, phone, or virtual)
Analyze client needs and recommend appropriate insurance solutions
Build and manage your own book of business
Maintain compliance with state and company regulations
Participate in training, mentorship, and professional development
Compensation & Structure
1099 independent contractor
Commission-based pay with competitive first-year commissions
Ongoing renewal income
Performance-based bonuses and incentives
Opportunity for increased commission levels and overrides
Pay: $40,000.00 - $70,000.00 per year
Work Location: In person