Job Description
Job Overview
We are seeking a professional and client-focused Life Insurance Broker with an interest in Indexed Universal Life (IUL) solutions. This role centers on educating clients, assessing financial protection needs, and recommending appropriate life insurance products in a compliant and ethical manner.
This position is ideal for individuals who value flexibility, personal accountability, and long-term client relationship.
- Responsibilities
- Educate clients on life insurance product, including Indexed Universal Life (IUL)
- Conduct needs-based consultations to determine appropriate coverage
- Present policy options clearly and accurately
- Assist clients through applications, underwriting, and policy issuance
- Maintain accurate documentation and follow all compliance standards
- Manage follow-up, client service, and policy reviews
- Participate in required training and ongoing professional development
- Qualifications
- Active Life Insurance License (or willingness to obtain one)
- Strong communication and customer service skills
- professional, ethical, and detail- oriented
- Self-motivated with strong time management
- Comfortable working independently in a remote environment
- Sales, financial service, or client-facing experience preferred (not required)
Job Types: Full-time, Part-time
Pay: $50,435.73 - $108,836.73 per year
Expected hours: 5 ā 10 per week
Work Location: Remote
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