Our Story
As an insurance and financial planning firm, we win when leads feel heard and then guided. Entrepreneur Magazine has celebrated our workplace twice; Glassdoor and Indeed feedback stays strong; a six-year Inc. 5000 streak and Forbes features underline a culture that develops entry-level talent instead of burning it out.
Lead Gen + Sales Blend
This associate role splits time between engaging inbound interest, qualifying conversations, and helping move ready prospects through a sale. Coaches stay involved so you never guess what “good” looks like.
Responsibilities
- Engage pre-qualified leads promptly and book consultation slots.
- Qualify interest: timeline, motivation, and household priorities.
- Present Life Insurance, Indexed Universal Life (IUL), and Annuities to engaged leads while educating them on how each product works.
- Host professional virtual meetings that balance curiosity with clarity.
- Coordinate handoffs and follow-ups so no warm lead goes cold.
- Share feedback with mentors so messaging and scripts keep improving.
What You Get
- Home-based flexibility around 3–4 focused days.
- Consistent lead flow without cold calling.
- Entry-level courses, live coaching, and free sales/lead platforms.
- Mentors who measure activity and celebrate progress.
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.
Compensation is high commission-only and tracks both the leads you advance and the sales you help close. If blending lead work with selling sounds like your lane, submit an application and we will reach out.