Solutions-First Sales
Entry-level does not mean script-only. In this virtual solutions seat you learn to hear a household’s problem, frame options, and recommend a fit — then refine that skill with mentors who still sit on calls with you.
Firm Profile
Our insurance and financial planning firm is built around thoughtful recommendations. Entrepreneur Magazine has honored the culture twice; Glassdoor and Indeed ratings stay high; a six-year Inc. 5000 run and Forbes features show clients and talent both stick around.
What Solutions Reps Do
- Discovery: uncover financial goals, worries, and constraints with pre-screened clients.
- Framing: translate those inputs into two or three clear solution paths.
- Education & presentation: Match client challenges to Life Insurance, Indexed Universal Life (IUL), and Annuities by educating them and presenting tailored solutions.
- Virtual delivery: phone and video meetings that feel collaborative.
- Iteration: adjust recommendations when new information appears.
- Team learning: debrief wins and misses with experienced leaders.
Environment
Beginner training, digital platforms, and structured mentorship support your development.
Training is provided with ongoing mentorship. This fully remote role lets you work from anywhere with flexible hours, rather than a typical 8-to-5 schedule. Compensation is high and commission-only, with uncapped commissions based on the business you place.
This is a high commission-only role; strong solution conversations show up quickly in earnings. Curious problem-solvers should apply — tell us about a time you helped someone choose between options.