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Life Insurance Products jobs near me - 39 jobs

  • Part-Time PM Customer Retention Representative (Remote)

    Globe Life Inc. 4.6company rating

    Remote job

    Primary Duties & Responsibilities At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better. Role Overview: Could you be our next Part-Time Customer Retention Representative? Globe Life is looking for a Part-Time Customer Retention Representative to join the team! As a Customer Retention Representative, you will play a critical role in maintaining Globe Life's customer base by engaging with policyholders who have policies in a lapsed status. This role focuses on building relationships, understanding customer needs, and providing solutions to retain valuable life insurance coverage. This remote position offers evening shifts, Monday through Friday, and requires a 4-hour shift on Saturday between 8:00 am and 2:00 pm Central Time Zone. What You Will Do: * Inbound Call Support: Handle incoming calls from policyholders returning a call from our outbound efforts (voicemail, text message, and/or email) and working to understand their needs to explore retention options. * Outbound Lapse Recovery: Proactively contact customers with lapsed life insurance policies to discuss opportunities and payment solutions. * Customer Consultation: Assess individual policyholder situations and recommend appropriate coverage adjustments. * Relationship Building: Demonstrate clear, empathetic, and professional communication by actively listening to policyholder concerns, asking clarification questions to fully understand their situation, and explaining policy options and solutions in simple, easy-to-understand language. * Documentation: Maintain accurate records of all customer interactions, retention efforts, and outcomes in company systems. * Product Knowledge: Stay current on life insurance products, policy features, and company procedures to provide accurate information. * Communication: Adapt communication style to meet individual customer needs, maintain a calm and supportive tone during difficult conversations, and ensure all the information provided is accurate and complete. Follow up with customers as needed to confirm understanding and satisfaction with proposed solutions. * Performance Metrics and KPI Achievement: Meet or exceed established contact center key performance indicators (KPIs), including call volume targets, retention rate goals, first call resolution, adherence targets, call quality targets, and attendance expectations. Efficiently manage daily call quotas for both inbound calls and outbound lapse recovery contacts while maintaining quality standards. What You Can Bring: * High school diploma or equivalent. * Basic Microsoft Office Skills, including Word, Excel, and Outlook. * Minimum Typing speed of 30 wpm. * Experience in a call center environment preferred. * Some experience in insurance and/or sales is preferred. * Excellent verbal and written communication skills. * Ability to solve complex policyholder issues with a positive attitude. * Ability to work in a fast-paced environment and work well under pressure. * Knowledge of life and/or health insurance terminology preferred. Location: 7677 Henneman Way, McKinney, Texas
    $62k-109k yearly est. 34d ago
  • Multi-Life Disability and Life Internal Wholesaler

    Guardian Life 4.4company rating

    Columbus, OH

    We are seeking a highly motivated and knowledgeable individual for the position of Multi-Life Disability and Life Internal Wholesaler. As part of our dynamic sales team, you will play a crucial role in driving the growth of our multi-life disability and life insurance products. This position requires a deep understanding of the product, strong communication skills, critical thinking, and the ability to build and maintain relationships with financial advisors, brokers, and home office partners along with your external wholesalers. **You will** + Develop an in-depth understanding of our MultiLife products, their features, and their competitive advantages. + Stay up to date with industry trends, regulations, and market conditions related to our client solutions. + Provide sales support to external wholesalers and financial advisors/brokers by assisting with product presentation preparation, and addressing inquiries related to MultiLife, Assist with sales strategies, case design, and proposal development. + Establish and cultivate strong relationships with financial advisors, brokers, and all key partners. + Act as a trusted resource by providing guidance, resolving issues, and delivering exceptional customer service. + Collaborate with internal teams, such as underwriting, our Business Resource Center, Operations, and Marketing, to ensure seamless communication and effective coordination. + Identify and prospect potential clients for multi-life solutions. Collaborate with external wholesalers to develop and implement strategic sales plans, targeting specific markets and segments. Sales Tracking and Reporting: Use our systems and other tools to track sales activities, manage quotes, and monitor the progress of sales campaigns. + Prepare regular reports and updates for management, highlighting sales performance, trends, and opportunities for improvement. + Work with MultiLife inforce account managers to help coordinate key renewal dates and marketplace delivery for our existing customers. + Regarding our inforce block of business, the internal wholesaler will assist with communication between account managers, the producer, the client, and the external wholesaler as needed. **You have** + Bachelor's degree required. + Minimum of 3 years of experience in the insurance industry, preferably in a sales or wholesaling role focused on disability insurance and or life insurance. + 2+ years of management experience + Strong knowledge of multi-life insurance products, underwriting guidelines, and industry regulations. + Excellent interpersonal and communication skills, with the ability to effectively serve our key partners, solve problems, and anticipate issues that may negatively impact our key partners and clients. + Proven track record of building and maintaining relationships with financial advisors, brokers, and key partners. **Salary Range:** $60,000 - $67,500 The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation. **Our Promise** At Guardian, you'll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards. **Inspire Well-Being** As part of Guardian's Purpose - to inspire well-being - we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at *********************************************** . _Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits._ **Equal Employment Opportunity** Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law. **Accommodations** Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact applicant_accommodation@glic.com . **Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday** Every day, Guardian helps our 29 million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being, guides our dedication to the colleagues, consumers, and communities we serve. We know that people count, and we go above and beyond to prepare them for the life they want to live, focusing on their overall well-being - mind, body, and wallet. As one of the largest mutual insurance companies, we put our customers first. Behind every bright future is a GuardianTM. Learn more about Guardian at guardianlife.com . Visa Sponsorship: Guardian Life is not currently or in the foreseeable future sponsoring employment visas. In order to be a successful applicant, you must be legally authorized to work in the United States, without the need for employer sponsorship.
    $60k-67.5k yearly 39d ago
  • Bilingual Compliance Administrator (English/ Spanish)

    Experior Financial

    Remote job

    "Building financial foundations for families to empower them today and leave a legacy for tomorrow". Experior Financial Group Inc. is seeking a highly skilled and dedicated Bilingual Compliance Administrator to join our team. In this role, you will be responsible for planning, implementing, and overseeing processes to mitigate risk and ensure regulatory compliance across our organization. You will assist with developing and maintaining our comprehensive compliance program, coordinate with regulators to maintain up-to date policies, and craft company compliance documentation and communications. Additionally, you will assist with required training for both agents and head office staff and apply company and state policies to various scenarios. Join our team to enjoy a positive work environment and a supportive group. We offer excellent career advancement opportunities for those who are dedicated and driven. As we grow rapidly, we seek someone committed to striving for excellence. Responsibilities: Plan, implement, and oversee processes designed to mitigate risk. Assist with developing, and implementing, the company's compliance program. Coordinate with regulators to ensure that policies are current and properly maintained. Draft and update company compliance policies and communications. Schedule and assist with preparing mandatory training sessions for agents and head office staff. Investigate and evaluate situations to ensure adherence to both company policies and state regulations. Communicate, guide, and coach agents in English and Spanish. Qualifications: Previous experience with Life Insurance products is required. Professional proficiency in Spanish and English is required. Experience in a Compliance role at a Carrier or IMO is an asset. Experience with financial regulations, agent/producer licensing, and compliant sales practices is highly desirable. Exceptional verbal and written communication skills. Ability to manage stressful situations with a positive, proactive attitude. Dependable, trustworthy, and committed to following established guidelines and procedures. Excellent time management and organizational skills. Proficient in Office 365 with strong computer skills. Outstanding analytical abilities and attention to detail. Capable of thriving under tight deadlines and managing multiple priorities. Friendly and effective in delivering challenging information via phone and email. Demonstrated initiative and problem-solving skills. Adaptable, open to constructive criticism, and able to work well under pressure. Must reside and be authorized to work in the USA. What Experior Financial Group Inc. can offer you: Work-life balance with paid vacation and sick days Competitive compensation with guaranteed wage increases Comprehensive medical, dental, and vision benefits Fully Remote work environment Career growth and development opportunities Diverse teamwork environment. Straight day shifts with no weekends Company events and celebrations Tuition reimbursement Company-provided equipment Salary Range - $59,904 - $69,992/yr USD The compensation range reflects a data-driven estimate of starting base pay for full-time (40 hours per week) employment. Individual pay may vary based on geographic location, job related skills, knowledge, experience, education etc. Experior Financial Group Inc. has been certified a Great Place to Work 2025-2026!
    $59.9k-70k yearly 60d+ ago
  • VP, Product Management (Req#000098)

    LPL Financial 4.7company rating

    Remote job

    Name of Employer: LPL Financial LLC VP, Product Management (Req#000098) Hours: 40 hours per week Salary Range: $191,000 - $201,000 per year Telecommuting: Telecommuting NOT permitted. JOB DUTIES: Lead a small team of product owners to improve risk management, advisor experience, employee experience, and efficiency across LPL's annuity and life insurance supervisory platforms. Work closely with business and technology leaders across the firm to ensure alignment on vision, strategy, and performance goals. Develop a deep understanding of the experiences and challenges advisors face during interactions with LPL's annuity and insurance supervision process. Leverage knowledge of business models, including M&A strategy, to develop multi-year roadmaps and prioritize product enhancements. Create and gain alignment on a multi-year vision and strategic product roadmaps, including marketing strategy. Develop reporting mechanisms, processes, and key performance indicators that communicate progress, risks, and issues to drive continuous learning and achieve desired outcomes. Ensure results are delivered through repeatable, scalable processes. Assist the SVP of Product Management in influencing funding decisions to support investments in best-in-class technology solutions for the supervision of annuities and life insurance. Present materials to the highest levels in the organization and serve as a recognized product subject matter expert. REQUIREMENTS MINIMUM Education Requirement: Bachelor's degree, or foreign equivalent, in Computer Science, Information Technology, Business Administration or a closely related field. MINIMUM Experience Requirement: six (6) years of experience in the job offered or related occupation. Alternate Education and Experience Requirements: Master's degree, or foreign equivalent, in Computer Science, Information Technology, Business Administration or a closely related field and four (4) years of experience in the job offered or related occupation. Special Skills: Applicants must possess demonstrated expertise with the following: Performing analysis and implementation for annuities platform compliance, including Blue Sky state laws, BETA Trading Execution Management, and AFFIRM order management. Analyzing DTCC annuities trading data and generating compliance reporting using Oracle OBIEE Reporting Tool, Excel, XML editor, Visio, and PowerPoint. Analyzing FINRA compliance activities for deficiencies; and determine and implement resolutions for compliance systems. Performing data analysis and profiling using Informatica Data Quality (IDQ) and manual analysis to interpret trends/patterns, identify relationships, understand anomalies, assess data quality, and add context to requirements within the AML and compliance domain. Analyzing trade life cycle and measurement of risk sensitivities within the brokerage and advisory businesses. Analyzing annuities and life insurance products, including suitability risks and fiduciary standards. Pay Range: $191,000 - $201,000 per year Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer! Company Overview: LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit ************ At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. For further information about LPL, please visit ************ Join LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL? Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here! Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here! Unified Mission: We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here! Impactful Work: Our size is just right for you to make a real impact. Learn more here! Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here! Community Focus: We care for our communities and encourage our employees to do the same. Learn more here! Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here! Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant directly from ******************** email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at **************. EAC12.9.25
    $191k-201k yearly Auto-Apply 3d ago
  • Remote Entry Level Financial Professional

    Prosper Peak Financial

    Remote job

    Are you looking for a career that allows you to make a difference in peoples lives while achieving your own personal and professional goals? Are you interested in working from home and creating your own schedule? Are you an ambitious, highly motivated individual with an entrepreneurial spirit? If so, then we have the perfect job for you! No prior experience is required as we will provide all necessary training, but it is important for you to be highly motivated in order for you to reach your full potential! The ideal candidate for this position will have excellent interpersonal and communication skills, will have a passion for educating and helping others, and will want to learn and grow professionally. We are looking for US citizens, who are willing to get licensed, are professional, and are willing to work to build something for themselves with no limits instead of working a typical 9-5. This career is commission only pay and candidate must be able to pass a background check. We Offer: -Work from home/remote -Flexible working hours -Work Part-time / full-time -Growth opportunities -High performance based commission pay -Bonus pay possibilities -Extensive free ongoing weekly & monthly training, mentorship, collaboration. -Discounted licensing study and exam links to the unlicensed applicant. The key responsibilities include, but are not limited to: -Engage with clients to understand their financial goals and needs. -Provide personalized financial solutions and recommendations based on individual circumstances. -Educate clients about tax-free wealth-building strategies and life insurance products. -Collaborate with team members to develop tailored financial plans. -Build lasting client relationships and foster trust through transparent communication. -Continuously stay updated on industry trends and financial regulations About us: Prosper Peak Financial is a privately held firm that specializes in helping families build tax-free wealth and cash flow through innovative financial strategies. Significantly increase your income while also understanding how to become a resource for families and business owners in your area. We are not just a financial services company; we are a community united by the goal of achieving financial freedom and empowerment. Our core values of integrity, education, and collaboration drive everything we do. If you think you are the right person for this career, do not hesitate to apply. We cannot wait to hear from you!
    $75k-133k yearly est. 60d+ ago
  • Insurance Sales Agent

    AAA Mid-Atlantic

    Worthington, OH

    * Ability to sell through multiple insurance carriers * Access to sell to our millions of AAA members for preferred lead generation * Company paid incentive trips for top performers * Sales focused with a dedicated Customer Service & Policy Retention teams * Opportunity to build your book and make renewal income What we can offer you: * The base compensation for this position is $45,000/year. Actual pay will be adjusted based on experience, geographic location, and other job-related factors as permitted by law. * This position is eligible to earn uncapped commission, with forecasted earning potential of $55,000 - $70,000 in the first year. Additionally, top performers may qualify for exclusive annual sales trips and other incentives. The primary duties of the Insurance Sales Agents are: * Identify customer needs and recommend appropriate insurance products. Offering an array of personal lines, small commercial and life insurance products * Establish strong customer and community relationships to help develop additional leads and referrals * Maintain partnerships with insurance company representatives and underwriters Minimum Qualifications: * Please Note: This is an in-office position. Candidates must live within a commutable distance of our Worthington, OH office * 2+ years of experience in a sales environment meeting set metrics * Experience in networking and prospecting to generate your own leads * Ability to obtain a Property and Casualty License and Life License within 60 days of hire * Ability to learn new computer programs & multi-task Full time Associates are offered a comprehensive benefits package that includes: * Medical, Dental, and Vision plan options * Up to 2 weeks Paid parental leave * 401k plan with company match up to 7% * 2+ weeks of PTO within your first year * Paid company holidays * Company provided volunteer opportunities + 1 volunteer day per year * Free AAA Membership * Continual learning reimbursement up to $5,250 per year * And MORE! Check out our Benefits Page for more information ACA is an equal opportunity employer and complies with all applicable federal, state, and local employment practices laws. At ACA, we are committed to cultivating a welcoming and inclusive workplace of team members with diverse backgrounds and experiences to enable us to meet our goals and support our values while serving our Members and customers. We strive to attract and retain candidates with a passion for their work and we encourage all qualified individuals to apply. It is ACA's policy to employ the best qualified individuals available for all positions. Hiring decisions are based upon ACA's operating needs, and applicant qualifications including, but not limited to, experience, skills, ability, availability, cooperation, and job performance. Job Category: Insurance
    $55k-70k yearly Auto-Apply 51d ago
  • Divisional Vice President - BGA

    Protective Life 4.6company rating

    Remote job

    The work we do has an impact on millions of lives, and you can be a part of it.We help protect our customers against life's uncertainties. Regardless of where you work within the company, you'll be helping provide protection and peace of mind when our customers need it most. We are seeking a dynamic and strategic leader to serve as Divisional Vice President for our Brokerage General Agency (BGA) distribution channel. This role is pivotal in driving growth, strengthening relationships, and executing our evolving distribution strategy across the Western region. Key ResponsibilitiesLead and Manage: Oversee a team of Regional Vice Presidents dedicated to BGA distribution in the Western Division.Strategic Execution: Implement the company's distribution model evolution, focusing on product priorities such as Term, GUL, VUL, and emerging solutions like Hybrid LTCSales Growth: Drive paid sales performance across Western & Mountain regions, ensuring alignment with national objectives Partner Engagement: Build and maintain strong relationships with IMOs, BGAs, broker/dealer point-of-sale teams, and partner offices to enhance market penetration.Operational Excellence: Streamline processes for efficiency and accountability, ensuring compliance with company standards and regulatory requirements.Team Development: Coach and mentor team members to achieve individual and collective goals, fostering a culture of collaboration and high performance.Market Intelligence: Monitor industry trends, competitor activities, and regulatory changes to inform strategic decisions. QualificationsExperience: Minimum 10 years in life insurance distribution, with at least 5 years in a senior leadership role within BGA or brokerage channels.Proven Leadership: Demonstrated success in managing multi-state sales teams and driving revenue growth.Product Knowledge: Deep understanding of life insurance products, including VUL, Term, and emerging hybrid solutions.Relationship Skills: Exceptional ability to build and sustain relationships with BGAs, broker/dealers, and internal stakeholders.Education: Bachelor's degree required; advanced designations (CLU, ChFC) preferred. #LI-SB1 Employee Benefits: We aim to protect the wellbeing of our employees and their families with a broad benefits offering. In addition to offering comprehensive health, dental and vision insurance, we support emotional wellbeing through mental health benefits and an employee assistance program. Work/life balance is important and Protective offers a variety of paid time away benefits ( e.g. , paid time off, paid parental leave, short-term disability, and a cultural observance day). The financial health of our employees is just as important as physical and emotional health. Some of the financial wellbeing benefits include contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching. All employees are encouraged to protect their overall wellbeing by engaging in ProHealth Rewards, Protective's platform to improve wellbeing while earning cash rewards. Eligibility for certain benefits may vary by position in accordance with the terms of the Company's benefit plans. Accommodations for Applicants with a Disability:If you require an accommodation to complete the application and recruitment process due to a disability, please email ************************. This information will be held in confidence and used only to determine an appropriate accommodation for the application and recruitment process. Please note that the above email is solely for individuals with disabilities requesting an accommodation. General employment questions should not be sent through this process. We are proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing an inclusive workforce.
    $114k-173k yearly est. Auto-Apply 19d ago
  • Senior Underwriting Manager

    Ethos 4.7company rating

    Remote job

    Ethos was built to make it faster and easier to get life insurance for the next million families. Our approach blends industry expertise, technology, and the human touch to find you the right policy to protect your loved ones. We leverage deep technology and data science to streamline the life insurance process, making it more accessible and convenient. Using predictive analytics, we are able to transform a traditionally multi-week process into a modern digital experience for our users that can take just minutes! We've issued billions in coverage each month and eliminated the traditional barriers, ushering the industry into the modern age. Our full-stack technology platform is the backbone of family financial health. We make getting life insurance easier, faster and better for everyone. Our investors include General Catalyst, Sequoia Capital, Accel Partners, Google Ventures, SoftBank, and the investment vehicles of Jay-Z, Kevin Durant, Robert Downey Jr and others. This year, we were named on CB Insights' Global Insurtech 50 list and BuiltIn's Top 100 Midsize Companies in San Francisco. We are scaling quickly and looking for passionate people to protect the next million families! About the Role: Senior Life Underwriting Manager will play a critical role in overseeing and driving the performance of US based life underwriters at Ethos. This leadership role is responsible for managing and optimizing life underwriting production, ensuring a seamless, customer-centric, and profitable underwriting process while maintaining the company's risk management and compliance standards. The role will lead a small team of underwriting professionals who are focused on production underwriting as well as cross functional projects. They will collaborate with other departments and utilize data-driven insights to implement best practices, streamline operations, and improve underwriting efficiency. This position requires a strong combination of leadership, technical underwriting expertise, and operational management experience. Duties and Responsibilities: 1. Leadership & Strategic Oversight Provide leadership, vision, and direction to the life underwriting team, fostering a culture of excellence, collaboration, and continuous improvement. Develop and implement underwriting policies and processes that improve operational efficiency, enhance customer experience, and support profitable business growth. Mentor and develop a high-performing team of underwriters and build a strong bench of future leaders. 2. Underwriting Operations & Efficiency Ensure that the underwriting team operates within established quality and productivity standards, compliance frameworks, and regulatory requirements. Oversee the day-to-day operations of the production underwriting and underwriting special projects, ensuring that policies are underwritten in accordance with company guidelines, regulatory standards, and risk tolerance. Monitor and manage underwriting capacity and resource allocation to ensure service level agreements (SLAs) are met, underwriting quality is maintained and projects are delivered on time. Support carrier partners with day to day operational needs to help the teams meet their long term strategic goals Collaborate with underwriting strategies and engineering teams to implement innovative technologies (e.g., automation, AI, machine learning) that improve underwriting accuracy, speed, and efficiency. 3. Data & Analytics Leverage data analytics to assess the effectiveness of production underwriting practices, identify trends, and improve decision-making processes. Develop and present key performance metrics (KPIs) and operational reports to senior leadership, providing insights into underwriting performance, productivity, and profitability. Qualifications and Skills: Bachelor's degree in Business Administration, Finance, Actuarial Science, Insurance, or a related field (Master's degree preferred). A minimum of 7+ years of experience in life insurance underwriting, with at least 3 years in a leadership role. Extensive knowledge of life insurance products, underwriting processes, and industry regulations. Proven experience in leading and managing underwriting teams, and driving performance improvements. Strong understanding of data analytics, underwriting technology platforms, and automation tools. Professional certifications such as FLMI, ALMI, or other relevant underwriting/designations preferred. Leadership: Demonstrated ability to lead and inspire a diverse team, drive change, and develop talent. Strategic Thinking: Strong ability to set a vision and execute strategic initiatives to achieve business goals. Analytical Skills: Excellent quantitative and qualitative analysis skills, with a focus on data-driven decision-making. Communication: Excellent interpersonal and communication skills, with the ability to engage and influence stakeholders at all levels. Problem Solving: Creative and resourceful in identifying solutions to complex operational and underwriting challenges. Technology Savvy: Familiarity with underwriting software, automation tools, and data analytics platforms. #LI-Remote #LI-TT The US national base salary range for this full-time position is $120,00 - $212,000. Our salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position across all US locations. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training.Please note that the compensation details listed in US role postings reflect the base salary only and do not include applicable bonus, equity, or benefits.You can find further details of our US benefits at ********************************** Don't meet every single requirement? If you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. At Ethos we are dedicated to building a diverse, inclusive and authentic workplace. We are an equal opportunity employer who values diversity and inclusion and look for applicants who understand, embrace and thrive in a multicultural world. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Pursuant to the SF Fair Chance Ordinance, we will consider employment for qualified applicants with arrests and conviction records. To learn more about what information we collect and how it may be used, please refer to our California Candidate Privacy Notice.
    $65k-106k yearly est. Auto-Apply 13d ago
  • Insurance Account Representative - State Farm Agent Team Member

    Hans Schell-State Farm Agent

    Columbus, OH

    Job DescriptionBenefits: Bonus based on performance Competitive salary Training & development About Us: Hans Schell State Farm is a trusted local insurance agency committed to providing personalized service and comprehensive insurance solutions to our community. We pride ourselves on building lasting relationships with our clients and helping them protect what matters most. Position Overview: We are seeking a motivated and licensed Sales Representative with Property & Casualty (P&C) and Life Insurance credentials to join our team. The ideal candidate will be passionate about helping clients understand their insurance needs and delivering exceptional customer service while driving agency growth. Key Responsibilities: Actively prospect and generate new business through networking, referrals, and community involvement. Conduct thorough needs assessments to recommend appropriate P&C and Life insurance products. Develop and maintain strong relationships with clients to ensure retention and satisfaction. Explain policy features, benefits, and coverage options clearly and effectively. Collaborate with the agency team to meet sales goals and support overall agency objectives. Maintain up-to-date knowledge of State Farm products, industry trends, and regulatory requirements. Process applications, endorsements, and claims as needed, ensuring accuracy and compliance. Participate in ongoing training and professional development opportunities. Qualifications: Active Property & Casualty and Life insurance licenses in Ohio. Proven sales experience, preferably in insurance or related financial services. Strong interpersonal and communication skills. Customer-focused with a commitment to delivering excellent service. Self-motivated, goal-oriented, and able to work independently as well as part of a team. Proficient with basic computer applications and CRM software. What We Offer: Competitive pay with a base salary plus commissions. Supportive team environment with training and mentorship. Opportunity to build a rewarding career with a respected local agency. Join us at Hans Schell State Farm and help protect our community while advancing your career in insurance sales! State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm Insurance Companies. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. State Farm agents control which licensing requirements and training programs are offered or must be successfully completed by their employees. By accepting employment with a State Farm agent and/or successfully completing any licensing or training programs required by a State Farm agent, you are not guaranteed, promised or given any form of selection preference, should you choose to leave the agents employment and pursue the opportunity of becoming an independent contractor agent for State Farm Insurance Companies. If you choose to pursue an agency opportunity, you will need to apply and go through the regular State Farm Insurance Companies agent selection process
    $33k-44k yearly est. 4d ago
  • Senior Director, Advanced Sales

    Amerilife 4.4company rating

    Remote job

    Our Company Explore how you can contribute at AmeriLife. For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement. Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry. Job Summary Provide life insurance producers with specific advanced and enhanced planning support to generate and close advanced life insurance sales. In addition to having attained a legal degree, understanding advanced estate and business planning concepts, case design, developing advanced planning marketing tools, presenting planning concepts while spending extensive time researching technical tax and legal questions. Will also write articles and materials for insurance producer use. Job Description ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Legal research regarding Life Insurance solution in estate and business planning. Life Insurance estate and business planning case development. Legal research, including, but not limited to: income and transfer taxation, life insurance products and other legal matters. Writing articles and technical materials for agents' use. Act as a liaison between agents and carrier home offices to facilitate sales. Support the sale of carrier specific and Crump proprietary advanced sales deliverables. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Superior interpersonal and written communication skills. Ability to provide excellent customer service to both internal and external customers. Effective time management skills. Ability to prioritize and accomplish multiple tasks simultaneously. Capable of working independently as well as in a team environment. Ability to work in a self-directed fashion. Experience with PC's in a Windows environment. Exceptional organizational skills. Knowledge of carrier specific advanced sales concepts. 10 years of experience and/or education with various tax and legal rules pertaining to business and estate planning. Juris Doctor or Doctor of Jurisprudence (J.D.) Preferred Qualifications: Estate and business taxation emphasis or CPA Equal Employment Opportunity Statement We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive. Americans with Disabilities Act (ADA) Statement We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at ****************. Pay Transparency Statement We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request. Background Screening Statement Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.
    $79k-107k yearly est. Auto-Apply 11d ago
  • Inbound Sales Agent (Remote)

    Globe Life Inc. 4.6company rating

    Remote job

    Primary Duties & Responsibilities At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. Our thriving and dynamic community offers ample room for professional development, increased earning potential, and a secure work environment. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better. Role Overview: Could you be our next Inbound Sales Agent? Globe Life is looking for an Inbound Sales Agent to join the team! In this role, you will be responsible for receiving and making calls with the intent of promoting and selling Globe Life Insurance products to new and existing customers. The Inbound Sales Agent will provide consultative sales support to match new and existing customers with the products that best meet their needs. A successful candidate will need to be a sales-driven person skilled at interacting with the public by phone. This is a remote / work-from-home position. The schedule is as follows: * Week 1: M-F 11:30 am-8:00 pm * Week 2: M-F 11:30 am-8:00 pm and Saturday 8:00 am-4:30 pm or 8:30 am-5:00 pm with 1 weekday off during the week, with rotating Saturdays. What You Will Do: * Sell insurance products to new and existing customers. * Handle inbound calls and make follow-up calls. * Responsible for closing business and generating revenue for the company. * Close new accounts by interacting with customers primarily via telephone or email. What You Can Bring: * High school or equivalent. * Sales, Insurance, and/or Call Center experience is a plus. * Ability to work in a fast-paced environment. * Proficient with technology with emphasis in Microsoft Excel, Outlook, and Adobe. * Excellent written and verbal communication skills with the ability to speak clearly and have an excellent phone voice. * Self-motivated team player, goal-oriented, and driven to succeed. * Confident and passionate. * Organizational skills with the ability to multitask by talking, using technology, and listening. * Excellent work ethic. Applicable To All Employees of Globe Life Family of Companies: * Reliable and predictable attendance of your assigned shift. * Ability to work full-time and/or part-time based on the position specifications. How Globe Life Will Support You: Looking to continue your career in an environment that values your contribution and invests in your growth? We've created a benefits package that helps to ensure that you don't just work, but thrive at Globe Life: * Competitive compensation is designed to reflect your expertise and contribution. * Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance. * Robust life insurance benefits and retirement plans, including a company-matched 401 (k) and pension plan. * Paid holidays and time off to support a healthy work-life balance. * Parental leave to help our employees welcome their new additions. * Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals. * Company-paid counseling for assistance with mental health, stress management, and work-life balance. * Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career. * Discounted Texas Rangers tickets for a proud visit to Globe Life Field. Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters. Location: 3700 S. Stonebridge Dr., McKinney, Texas
    $54k-73k yearly est. 60d+ ago
  • Regional Vice President (Southeast)

    John Hancock 4.4company rating

    Remote job

    will be in the Southeastern US region. The John Hancock Insurance (JHI) Regional Vice President (RVP) is responsible for sales of John Hancock life insurance products within a defined territory. The RVP should meet or exceed the premium and growth targets by establishing new relationships, exhibiting customer centricity, and strengthening existing relationships. You will be responsible for a territory encompassing Alabama, Georgia, Mississippi, North Carolina, South Carolina and Southern Virginia. You must also reside within the confines of this region. Position Responsibilities: Strategic relationships with distribution partners, including but not limited to: Brokerage General Agents, banks, wirehouses, broker-dealers, and the JHI team. Identify and prioritize key distributors, based on insight from distribution partners, National Accounts team, Sales Support and JHI data. Gain insight into the business model and primary sales channels for key partners in order to understand how to appropriately support clients and allocate resources. Identify and qualify new and existing production sources whose values and customer focus parallels those of JHI. Support distributor business growth by weaving JHI's story into their messaging and integrating relevant JHI products and services to provide competitive advantage. Provide industry insights, competitive intelligence, and internal observations on the distributor's business that advances the distributor's priorities and sales opportunities. Actively share best practices with RVP colleagues and internal sales team and management. Exhibit an entrepreneurial business strategy and set an annual business and territorial plan that supports premium targets. Establish a business strategy with Regional Directors, Sales Support, National Accounts team, and extended JHI team that is based on unique characteristics of the territory and is in alignment with National Accounts strategy: Segment distributors according to their size of book, growth orientation, goals, and composition of their portfolio. Identify innovative approaches to help current distributors grow their books of business. Develop an ongoing pipeline of potential new distributors. Formally define performance goals for the following: Total production by source. Planned sales activities within the market. Growth in the volume and quality of business generated. Ensure spending is kept within allocated expense budget. Meet with targeted distributors to uncover needs, advance opportunities, provide solutions, and define next steps for life insurance plan sales, and to clarify the role JHI can play in achieving their goals. Leverage National Accounts and partners to find additional opportunities. Refresh annual territory plan quarterly. Develop recovery plans in response to situations where improvements are needed to achieve goals. A clear focus on top distributors that accelerates their premium growth while maintaining or enhancing JHI's market share within the distributor's portfolio. Identify top 100 distributors by relationship based on analysis of current production and upside potential. Establish a strategic plan to move new distributors into the top tier each year. Collaborate with high potential production sources to solicit and advance opportunities. Leverage the JHI Partnership team and use analytics to elevate the distributor's experience and engagement with the JHI. Gain intelligence on the top distributor's unique needs and provide insights to the Partnership team and JHI leadership. Sales generation that meets or exceeds target metrics. Solicit opportunities from on-going interactions with business partners. Obtain competitive intelligence and identify competitive differentiators. Respond to unqualified and qualified opportunities, evaluating sales-specific data and competitive intelligence, to form ‘win strategy'. Use ‘storytelling' skills as a strategic business tool in order to relate to business partners. Working knowledge of competitor advantage and disadvantage as it relates to JHI products and services. Fluency in JHI value proposition, competitive advantages, and market differentiators. Conduct meetings and deliver presentations within local markets which serve to educate production sources, employees, and customers regarding JHI's vision, mission, values, products, and services. Use consultative selling approach with distributors and other key stakeholders. Create customized, innovative plans to differentiate JHI's value proposition, while optimizing plan participant's goals and distributor revenue. Leverage internal Sales Training and Development to design presentations and collateral. Report sales activity results accurately and in a timely fashion using Salesforce. Submit field intelligence and sales ideas on a weekly basis to be shared with the entire sales team. Territory adherence to JHI's Market Conduct and Compliance policies and procedures. Communicate the Code of Conduct to distributors within the region as needed. Take appropriate measures to ensure field support staff and distributors are following the policies throughout the sales process. Ensure distributors meet selection criteria prior to contracting and sale of JHI products. Understands and adheres to the Company's Market Conduct and Compliance policies and procedures. Carries out FINRA, state and Company mandated responsibilities as required by John Hancock Compliance and all applicable regulatory agencies. Attend all sales meetings and conference calls as required by sales management. High performing team that provides exceptional support to distribution partners. Establish a highly engaged and competent team that maximizes RVP and team performance and efficiency. Create an environment of mutual trust and respect where feedback is freely shared, received, and acted upon. Participate in regular (weekly) meetings with Regional Directors, Sales Support and National Accounts team to ensure everyone is aligned on strategy and clear on accountabilities. Encourage and acknowledge team accomplishments. Coordinate activities of team in responding to qualified and unqualified opportunities, preparing for presentations, and advancing opportunities. Capture and share best practices from within team and across JHI. Leverage internal relationships and capabilities to optimize support and grow sales. Required Qualifications: Bachelor's degree or higher Minimum five (5) years of internal or external life insurance wholesaling experience at the carrier level, broker dealer or wire house. Successful point of sale experience is highly desirable. Life, Health & Variable Annuities Licenses, FINRA Series 6 or 7 and state life and health licenses required. CLU, ChFC, and/or CFP designations highly desired. Extensive understanding and knowledge of the insurance industry (products/services, related sales concepts, case design, competitive landscape, distribution channels and trends). Ability to use data/analytics plus creativity to turn challenging insurance needs into business opportunities. Track record of and passion for coaching and leading a passionate, energetic, dedicated sales team throughout the sales process - meeting and/or exceeding corporate and department objectives. Exceptional verbal, presentation and written communication skills. Superior sales and relationship building skills. Sound technical literacy to include basic understanding of illustration software, Word, Excel, and Power Point. Experience with Salesforce is a plus. Preferred Qualifications: Ability to develop relationships with key personnel at Firms. Good understanding of competition and unique trends in the region, including the cultural environment in the firms. Ability to anticipate trends and present solutions that consistently meet or exceed market needs and expectations. Ability to develop effective and professional working relationships with other JH Life Distribution Personnel. Ability to lead a sales team to achieve and/or exceed extraordinary business results. Ability to effectively communicate, build rapport and relate well to a diverse group of people. Strong sales production knowledge. Ability to adapt and react to situations with decisiveness, quick response, and fast action. Ability to prioritize and rapidly shift between tasks. Driven by practical results, opportunities to help others with intentionality, and motivated to do what it takes with little need for individual recognition. Ongoing eagerness to learn and acquire knowledge. Exhibits assertiveness and a "will to win" in dealing with highly competitive situations. When you join our team: We'll empower you to learn and grow the career you want. We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words. As part of our global team, we'll support you in shaping the future you want to see. We offer a competitive compensation package that includes a base salary, excellent corporate benefit package and a competitive incentive compensation plan . About Manulife and John Hancock Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit ************************************************* Manulife is an Equal Opportunity Employer At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact ************************. Working Arrangement Remote Salary & Benefits Salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Please contact ************************ for additional information. Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence. Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify I Pay Transparency Company: John Hancock Life Insurance Company (U.S.A.)
    $39k-70k yearly est. Auto-Apply 26d ago
  • Regional Internal Wholesaler - Life Sales

    Nationwide Mutual Insurance Company 4.5company rating

    Columbus, OH

    Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide , “on your side” goes beyond just words. Our customers are at the center of everything we do and we're looking for associates who are passionate about delivering extraordinary care. Are you looking for an opportunity to join a Forbes 100 organization that will provide you with the support and resources to take your career to the next level? Nationwide has exciting Regional Internal Wholesaler opportunities on our Life Sales team. In this position you will play a critical role in partnering with financial professionals across the country to help bring our diverse portfolio of Life Insurance products to those that need and want them. This position includes a competitive base salary and is eligible for a strong incentive pay package. Selected candidate must obtain FINRA SIE, Series 6, and Series 63 licenses within 120 days of start date. This position will be hired on a SuccessFlex basis. The hired associate must reside within 35 miles of the following location(s), or be willing to commute to the following location(s): Ohio: 1000 Yard St, Grandview Heights, OH, 43215 Arizona: 18700 N Hayden Rd, Scottsdale, AZ, 85255 Work schedule: 2-3 days in office, 2-3 days remote (depending on location) This role does not qualify for employer-sponsored work authorization. Nationwide does not participate in the Stem OPT Extension program. Internal Compensation Grade: F.SD65 #LI-LH1 #lifesales #internalwholesale #wholesale Summary Do you love connecting and building new business relationships? If you have a natural curiosity, are excited about helping people and want to accelerate both your personal and professional growth, we want to know more about you! Our Internal Sales & Service (ISS) team works with Financial Professionals to provide the right Nationwide products to people who need and want them. We count on our team members to represent Nationwide well in this important market and have a real desire to connect and help our customers. As a Specialist, you'll build, grow and retain strategic relationships with financial professionals, administrators and/or plan sponsors and participants (clients) through advising and consulting, in support of business unit sales goals. We'll count on you to works effectively with multiple contact points across the sales process. Job Description Key Responsibilities: Initiates daily contacts to targeted business partners to build relationships, discover appropriate needs where products and services apply and consults and advises based on clients' needs. Develops and grows strategic business partnerships and relationships with business partners to meet territory management performance requirements. Acts as a consultative link between business partners and Nationwide Financial (NF). Applies knowledge of industry trends, competitive intelligence, state legislation, market movements and investment changes/performance to advise and consult with business partners. Evaluates and determines viability of business partners with respect to customer needs, business needs and products. Acts as a consultant to provide the most appropriate strategies/solutions to meet these needs. Responds to requests from business partners and external sales within assigned territory, providing support materials such as illustrations, proposals and product/rider information. Consults with the business partners to address concerns about not using a NF product and help them be more comfortable with NF's solutions in the future. Acts as a consultant by proactively providing financial expertise, recommendations and practice management advice to business partners within assigned territory. Executes proactive contacts with business partners to support campaigns highlighting product features and benefits and advises business partners on pertinent sales ideas and solutions. Partners with external sales force to consult with business partners to grow their business. Advises on product and procedural modifications to meet the needs of the business partner or client. Engages business partners to retain business. Works to understand reasons for asset flight and advises alternative solutions for retention. Represents Internal Sales and Service (ISS) in meetings and initiatives such as advisory boards, relationship strategy partnerships and other committees. Consults with functions across Nationwide such as Marketing, Business Performance Excellence and Product Development to build competitive products and services. Travels and covers open external wholesaler territory, on a temporary basis and for conducting in person meetings and Broker dealer events. Serves as a role model to and helps train newer regional internal associates. Assists with team meetings. May perform other responsibilities as assigned. Reporting Relationships: Reports to a Manager and does not have direct reports. Typical Skills and Experiences: Education: Undergraduate degree in human ecology, business, finance, communications, marketing or related field required. License/Certification/Designation: FINRA Series 6 and Series 63 licenses required. Associate must obtain the required federal and/or state licenses/registrations within the time period designated by the business unit. Additional licenses/registrations may be required when new products and services are implemented. If an associate fails or is unable to obtain required licenses/registrations within the time period designated by the business unit, the associate will be ineligible to continue in the position. Experience: Three years of experience in a sales-driven position. Experience in a sales or service call center environment preferred, as well as financial services background. Knowledge, Abilities and Skills: In-depth knowledge of insurance and financial products and the associated consultative sales processes and industry knowledge preferred. Knowledge should be demonstrated and executed at an in-depth level that serves as a role model for lesser experienced regional internal associates. Demonstrates in-depth knowledge and execution of the Teach / Tailor / Take Control elements of our consistent consultative sales process. Demonstrates the ability to execute these responsibilities at an in-depth level that serves as a role model for lesser experienced regional internal associates. Must have a drive for results, demonstrate independent judgment and decision-making, ability for relationship building (both internally and externally), positive outlook, consultative selling/advising skills, ability and willingness to follow processes, good time management/organization skills, be receptive to coaching, have a strong customer focus orientation, ability to balance multiple priorities and have excellent communication skills including professional presence, listening, rapport building, writing skills and presentation abilities. Skills and competencies should be demonstrated and executed at an in-depth level that serves as a role model for lesser experienced Regional Internal associates. Other criteria, including leadership skills, competencies and experiences may take precedence. Staffing exceptions to the above must be approved by the hiring manager's leader and HR Business Partner. Values: Regularly and consistently demonstrates the Nationwide Values. Job Conditions: Overtime Eligibility: Exempt (Not Eligible) Working Conditions: Normal office environment. ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties. Benefits We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more. To learn more about the benefits we offer, click here. Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law. NOTE TO EMPLOYMENT AGENCIES: We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means.
    $59k-74k yearly est. Auto-Apply 41d ago
  • INDEPENDENT LIFE INSURANCE BROKER - WORK FROM HOME

    Asurea Insurance Services 4.6company rating

    Remote job

    Organization Description No Cold Calling Unique Sales Opportunity Are you accountable coachable and possess a positive mental attitude If you are that person then we are looking for you The httpsmanzanomasteragency specializes in selling mortgage protection life insurance to homeowners final expense and retirement planning With mortgage rates at an ALL TIME LOW we are being flooded with requests to protect families Job Details Full Time or Part Time COMMISSION ONLY We are actively hiring LICENSED and NON LICENSED AGENTS who have strong SALES andor TEAM BUILDING backgrounds to join our team We will train you from beginning to end on how to be successful in our industry using our simple step by step selling system Many of our top agents are currently on track to make over 300000 in their first year as a licensed agent If you are a not licensed yet we can help point you in the right direction to become a licensed agent before you can be officially hired You must be a US citizen in order to apply Responsibilities We provide The ability to build your own business and earn a PASSIVE INCOME Ability to transfer ownership of your business & passive income to loved ones in the event of death An Equity Bonus in which you receive a percentage of our total monthly net sales The Best Compensation in the Industry with Performance Based Increases MARKET Our niche marketing company is a national agency that specializes in the sale of boutique life insurance products designed to protect mortgages for families with average incomes and health We serve middle class families who would like us to show them options for mortgage life insurance that will payoff their mortgage in the event of a death disability or illness Our firm specializes on producing the highest quality real time direct mail exclusive leads These homeowners provide us with some personal information such as height weight home number cell number who to call and when to call in order for us to better assist them As a matter of fact on average our agents currently close 50 of the leads they purchase These respondents are the gold mine of insurance sales today Imagine having a steady stream of clients to contact who are expecting your call and know why you are calling At httpsmanzanomasteragency we generate our own high quality direct mail leads coupled with high compensation But we are not just about leads We have a myriad of lead systems training platforms and advanced marketing for our valued Agents We work with over 80 TOP rated insurance companies that have a plethora of high quality products that will position you for a GREAT career Your success is as good as our leads and system We provide the best REAL time leads and customized mailings for ALL agents Leads are exclusively provided to our sales force Our leads average a 60 conversion ratio Superior training utilizing a selling system that has been validated over and over Daily and weekly support that consist of conference calls webinars conferences and local training Requirements Required License we will help you get your license You must have your own life insurance license and E&O coverage or be able to pass a state exam to obtain one MUST BE LOCATED IN THE UNITED STATES If you are confident passionate personable and coachable then this is an opportunity that will exceed all expectations Sales experience is always welcomed; however its not a must as our free training and coaches are all part of the system This is a commission based job If you are interested you will be expected to schedule a phone interview as soon as you apply and be on time for that appointment Once you apply you will receive an email and a text with instructions as to what we want you to do before you click on the link to schedule your phone interview Please click this link to schedule an interview httpscalendlycomasurea northlosangeles15min We normally fill our positions within 48 hours of posting so if you feel this is for you please apply now I look forward to our call Christina Manzano Staffing Program Coordinator httpsmanzanomasteragency
    $63k-82k yearly est. 60d+ ago
  • Life Product & Concept Wholesaler

    Penn Mutual 4.8company rating

    Remote job

    We're seeking a Product & Concept Wholesaler to partner with Financial Professionals and Field Leaders at 1847Financial in driving awareness and understanding of Penn Mutual's core life insurance products and sales concepts. This role plays a key part in supporting sales growth through proactive, structured training and consultative support. The ideal candidate will bring deep expertise in Penn Mutual's product suite and sales strategies and will serve as a trusted resource to the field. Additionally, this individual will gather and analyze market intelligence on competitive products and concepts to help shape differentiated positioning and go-to-market strategies. Candidate Note: This is a remote position that requires up to 75% travel. Responsibilities Work closely with Financial Professionals and Field Leaders to devise product / concept training requirements, strategies and curricula Create and deliver in-person training, webinars, conference calls and 1-1 instruction to promote Penn Mutual products, services and competitive advantages Serve as a guest speaker and/or subject matter expert for meetings, conferences and third-party events as needed Assist field leaders in the 1847Financial System to build strong relationships with new and existing Financial Professionals. Develop expert knowledge and proficiency in utilizing company tools and resources, e.g., illustration software, company website, etc. Facilitate or arrange for subject matter experts (SMEs) from the Home Office to serve as instructors or presenters in training programs. Develop and enhance personal product, industry, competitive and financial market knowledge to maximize value delivered to Financial Professionals and Field Leaders Support strategic marketing and sales initiatives as needed Coordinate schedules, logistics and the production / distribution of training materials as necessary Gather and report participant feedback from training delivery. Measure and report changes in Financial Professional activity / production post training Provide insights from the field to the Home Office regarding where to improve (e.g., Product, Distribution, Marketing, etc.) Aid in the assessment and selection of local Field Trainer positions in our 1847Financial System Skills and Abilities Strong platform delivery skills - In-person, live online, phone Demonstrates in-depth knowledge of Penn Mutual's suite of annuity insurance products and supporting concepts Expert with illustration - concepts, process and tools Exceptional communication skills - oral, written and interpersonal Able to aggregate and present product information and concepts for maximum learner retention Strong analytical and problem solving skills Strong computer skills including Microsoft Office applications Highly self-motivated and detail-oriented Ability to travel (75% of the time) Education Bachelor's Degree required Expert knowledge of life insurance products and sales concepts required and FINRA Series 6 & 63 (or must be obtained within 9 months of hire date) required Experience 5-10 years of experience delivering in-person training to Advisors or Financial Professionals required Demonstrated track record of building strong relationships with Advisers, Field Leaders and Home Office stakeholders Required Salary Range: $160,00 -$180,000 All Penn Mutual employees exemplify our Shared Commitment: Doing what's right today, together, for the promise of a brighter tomorrow. The feelings are mutual: Care. Respect. Belonging. Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship, age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law. Leaders may, at their discretion, change the responsibilities in this position description at any time due to reasonable accommodation and/or other business reasons. About the Penn Mutual Life Insurance Company Penn Mutual helps people become stronger. Our expertly crafted life insurance is vital to long-term financial health and strengthens people's ability to enjoy every day. Working with our trusted network of financial professionals, we take the long view, building customized solutions for individuals, their families, and their businesses. We support our financial professionals with retirement and investment services through our wholly owned subsidiary, Hornor, Townsend & Kent, LLC, member FINRA/SIPC. For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help instill the confidence and reliability that comes from a stronger financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit ******************* Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.
    $53k-74k yearly est. Auto-Apply 35d ago
  • Life Insurance Position - State Farm Agent Team Member

    Jon Laskin-State Farm Agent

    Remote job

    Job DescriptionBenefits: Bonus based on performance Competitive salary Flexible schedule Opportunity for advancement Paid time off Signing bonus Training & development ROLE DESCRIPTION: Jon Laskin - State Farm Agent is seeking a qualified and empathetic professional for the role of Life Insurance Position - State Farm Agent Team Member. As a customer-oriented expert, you will market the best Life/Health insurance services and products to benefit clients and their families. Your sales experience equips you to continually grow your income as you provide the needed security for times of distress and vulnerability. As a strategic and emotionally intelligent resource to the community, we are excited to expand our successful agency with your skillset. RESPONSIBILITIES: Promote and sell life insurance products to clients. Assist clients with life insurance applications and claims. Provide clients with information on life insurance plans and options. Maintain compliance with life insurance regulations. QUALIFICATIONS: Knowledge of life insurance products and services. Strong sales and customer service skills. Previous experience in life insurance sales is preferred. Property and Casualty License ( must have or be able to obtain) Life and Health License (must have ) Please complete our application if you are motivated to succeed and can see yourself in this role. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. State Farm agents' employees must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their employees. State Farm agents employees are not employees of State Farm. This is a remote position.
    $72k-105k yearly est. 7d ago
  • Life Insurance Producer

    Makanvand Financial Corp

    Remote job

    Benefits: Bonus based on performance Flexible schedule Opportunity for advancement Stock options plan Training & development Tuition assistance Benefits/Perks: Competitive Pay Professional Development Job Stability in a growing industry Job Description: Full Time/ Part time Available Life Insurance Producer Job Summary: Sells Life insurance products to prospective customers. General Accountabilities: Compiles list of prospective clients to provide leads for additional business. Contacts and qualifies prospective clients and explain features and merits of policies offered, recommending amount and type of coverage based on analysis of prospect's circumstances. Calls on policyholders to deliver and explain policy, to suggest additions or changes in insurance program, or to make changes in beneficiaries. Anticipates future needs and calls on established clients to renew and upgrade accounts. Develops long-term relationships with clients and underwriters. *The company reserves the right to add or change duties at any time. Job Qualifications: Must be 18 years Must Pass a background check Must be legal to work in US This is a remote position. Compensation: $3,000.00 - $8,000.00 per month
    $3k-8k monthly 10d ago
  • Field Wholesaler

    Pacific Life 4.5company rating

    Remote job

    Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate - pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future - including your own. We're actively seeking a talented Regional VP to join our Independent Financial Professional team in Texas and Louisiana. This role is 100% remote. You'll stay connected to Pacific Life from your home office. The RVP-IFP works to grow the territory both vertically and horizontally. They are tasked with recruiting new relationships to Pacific Life and working with existing relationships to increase our market share. The RVP-IFP provides education of our products and services, marketing support, case design ideas, underwriting fulfillment support, practice development, and customer service. How you'll help move us forward: The primary duties and responsibilities of the RVP-IFP are to manage and develop existing producer relationships and recruit new relationships. In addition, the RVP-IFP must execute marketing campaigns, attend company, industry and intermediary meetings, speak in front of groups, work with internal sales, case design, and underwriting partners, and collaborate with peers on sales ideas. Extensive travel is required as is a broad industry knowledge of best practices, products, underwriting and marketing of life insurance products. Each RVP-IFP will develop and execute on a business plan for their territory. RVP-IFP's in this vertical will need to recruit and develop new firms who likely do not currently sell life insurance as well as work with advisors and firms who do already sell life insurance and incorporate Pacific Life into their client offering. The experience you bring: Basic computer knowledge is essential. Strong communication and interpersonal skills, highly organized, goal oriented, self-starter, history of successful sales results, industry experience, professional designations desirable. Life and LTC licensed in territory states, Series 6, 63. Sales Force proficiency is desirable and its use to capture activity and results is required of the position. 5 Plus years Life Insurance industry experience You can be who you are. People come first here. We're committed to a diverse, equitable and inclusive workforce. Learn more about how we create a welcoming work environment through Diversity, Equity, and Inclusion at ******************** What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife. Base Pay Range: The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay. Your Benefits Start Day 1 Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered. Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off Paid Parental Leave as well as an Adoption Assistance Program Competitive 401k savings plan with company match and an additional contribution regardless of participation EEO Statement: Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
    $38k-55k yearly est. Auto-Apply 58d ago
  • Life Insurance Position - State Farm Agent Team Member

    Robert Reed-State Farm Agent

    Remote job

    Job DescriptionBenefits: Bonus based on performance Competitive salary Flexible schedule Paid time off Training & development ROLE DESCRIPTION: Robert Reed State Farm is seeking a qualified and empathetic professional for the role of Life Sales Specialist. As a customer-oriented expert, you will market Life/Health insurance services and products to benefit customers and their families. Your sales experience equips you to continually grow your income as you provide the necessary support and reassurance. As a strategic and emotionally intelligent resource to the community, we are excited to expand our successful agency with your skillset. RESPONSIBILITIES: Consult on life insurance products to customers. Assist customers with life insurance applications and claims. Provide customers with information on life insurance plans and options. Maintain compliance with life insurance regulations. QUALIFICATIONS: Knowledge of life insurance products and services. Strong sales and customer service skills. Previous experience in life insurance sales preferred. Licensed in Life and Health This is a remote position.
    $62k-89k yearly est. 2d ago
  • Field Wholesaler (North Central US)

    Pacific Lifecorp

    Remote job

    Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate - pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future - including your own. We're actively seeking a talented Regional VP to join our Independent Financial Professional team to cover the territory of Oklahoma, Nebraska, Iowa, Missouri, Kansas, North and South Dakota This role is 100% remote. You'll stay connected to Pacific Life from your home office. The RVP-IFP works to grow the territory both vertically and horizontally. They are tasked with recruiting new relationships to Pacific Life and working with existing relationships to increase our market share. The RVP-IFP provides education of our products and services, marketing support, case design ideas, underwriting fulfillment support, practice development, and customer service. How you'll help move us forward: The primary duties and responsibilities of the RVP-IFP are to manage and develop existing producer relationships and recruit new relationships. In addition, the RVP-IFP must execute marketing campaigns, attend company, industry and intermediary meetings, speak in front of groups, work with internal sales, case design, and underwriting partners, and collaborate with peers on sales ideas. Extensive travel is required as is a broad industry knowledge of best practices, products, underwriting and marketing of life insurance products. Each RVP-IFP will develop and execute on a business plan for their territory. RVP-IFP's in this vertical will need to recruit and develop new firms who likely do not currently sell life insurance as well as work with advisors and firms who do already sell life insurance and incorporate Pacific Life into their client offering. The experience you bring: Basic computer knowledge is essential. Strong communication and interpersonal skills, highly organized, goal oriented, self-starter, history of successful sales results, industry experience, professional designations desirable. Life and LTC licensed in territory states, Series 6, 63. Sales Force proficiency is desirable and its use to capture activity and results is required of the position. 5 Plus years Life Insurance industry experience You can be who you are. We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential. What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife Base Pay Range: The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay. Your Benefits Start Day 1 Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered. Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off Paid Parental Leave as well as an Adoption Assistance Program Competitive 401k savings plan with company match and an additional contribution regardless of participation EEO Statement: Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
    $49k-71k yearly est. Auto-Apply 10d ago

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