Remote Financial Services & Life Insurance Associate
Remote Financial Services & Life Insurance Associate Part-Time or Full-Time | Work From Home or Work in an Office Compensation: $40,000 - $150,000+ per year
About Us
UpliftForLife.com is expanding and looking for motivated individuals who enjoy helping people and are interested in building a career in the financial services and life insurance industry. Whether you are experienced or completely new to the industry, we provide hands-on training, mentorship, and a proven system designed to help new agents develop quickly and succeed. This is a remote opportunity offering flexible scheduling and the ability to work part-time or full-time. This position uses a commission and bonus pay structure.
What You'll Do
- Educate individuals and families about Life Insurance and Living Benefits products
- Help clients understand life insurance policies that can be used while living due to qualifying illnesses or health events
- Assist clients with retirement planning and tax-advantaged retirement strategies
- Learn about annuities and wealth-building concepts
- Conduct phone and virtual consultations with prospective clients
- Follow up with leads and provide outstanding customer service
- Participate in training, coaching, and mentorship programs
- Build long-term relationships with clients and help them achieve their financial goals
- Be part of a Winning Team where we take pride in leveraging one another and helping each other grow
What We Provide
- Comprehensive training program
- One-on-one mentorship and coaching
- Flexible schedule
- Work-from-home opportunity
- Proven systems and support
- Growth and advancement opportunities
- Positive and team-oriented environment
Qualifications
- Minimum 1 year of customer service experience required
- Excellent phone etiquette and communication skills
- Strong interpersonal and relationship-building abilities
- Self-motivated with a positive attitude
- Coachable and willing to learn
- Comfortable using technology for virtual meetings and communication
- Ability to work independently and manage your schedule
- Life Insurance License is a plus, but not required. You will be required to obtain a Life Insurance license if you do not already have one.
Ideal Candidate We are looking for individuals who genuinely enjoy helping others, have a strong work ethic, and want to build a rewarding career in the financial services industry. Previous experience in sales, customer service, banking, hospitality, insurance, retail, or financial services is helpful but not required.
Compensation
- Part-Time or Full-Time
- Performance-based compensation
- Expected earnings: $60,000 - $150,000+ per year
- Opportunities for additional bonuses and advancement
If you're looking for a career where you can make a meaningful difference in people's lives while building your own financial future, we'd love to hear from you. Insurance products are offered through properly licensed insurance professionals. Licensing requirements vary by state. This position involves educating clients about life insurance, Living Benefits, and retirement strategies. Applicants who intend to sell insurance products must obtain and maintain the appropriate state insurance license. Pay: $60,000.00 - $150,000.00 per year Benefits:
- Flexible schedule
- Work from home
Education:
- High school or equivalent (Required)
Experience:
- Customer service: 1 year (Required)
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