Life & Retirement Sales Representative

Why You’ll Love This Role

• Mission-driven impact. Help those who dedicate their lives to education build financial security.
• Warm leads, real conversations. You'll respond to in-bound calls and web inquiries from interested educators—no cold calling.
• Performance + purpose. Meet clear sales goals while knowing every policy supports someone who makes a difference.
• Remote flexibility. Work from anywhere with a schedule that supports work-life balance.

What You’ll Do

• Handle in-bound inquiries and place out-bound follow-up calls to educators seeking life insurance solutions.
• Develop trust-based relationships, educating clients on owning life insurance products.
• Meet or exceed sales targets and activity metrics through consultative, needs-based selling.
• Maintain compliance with regulatory requirements and company quality standards.
• Accurately document interactions in CRM systems and stay informed on industry updates and product enhancements.

Schedule

• Remote, full-time position.
• Eight-hour shifts scheduled within business hours: Monday–Friday 8 a.m.–7 p.m. CT.

Requirements

• Active life license is required; health license to be obtained within 6 months of employment.
• 3 years of financial services or consultative sales experience required, preferably within insurance, retirement planning, or wealth accumulation environments.
• Experience in a call center or sales role, with proven ability to meet sales targets.
• Passion for serving educators and a strong sense of mission.
• Exceptional client relationship management skills with the ability to build credibility and trust quickly in a remote engagement model.
• Comfortable using CRM tools, multitasking in a fast-paced environment, and working independently.

What We Offer

• Base salary + uncapped commission – rewarding high performers.
• Full benefits package: medical, dental, vision, 401(k) with match, and more.
• Robust training and support, including licensing/continuing education reimbursement.
• Career advancement pathways into field sales, leadership, or specialty roles.

A purpose-driven culture built around supporting educators and enriching their financial futures.

Pay Range: $21.44–$29.16 per hour with uncapped commission. Salary is commensurate to experience, location, etc.