Life and health license required or obtainable, long-term care certification, strong organization and analytical skills, Microsoft Office proficiency, and ability to meet sales goals and follow compliance procedures.
Farmers InsuranceSIX Swiss Exchange: ZURN: Provides home, auto, and life insurance and financial services.
Experience in sales is a plus; licenses for property & casualty and life insurance required; background and credit checks; bachelor’s degree preferred; strong communication and relationship-building skills.
2+ YOERequires state life and health license,min 2 years life/annuity sales experience (wholesale/brokerage preferred),HS diploma required,Bachelor's preferred,proficient in Microsoft Excel/PowerPoint/Word,strong communication and negotiation skills.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word
Trucordia: Provides national commercial, personal, and employee benefits insurance solutions.
2+ YOERequires a state-issued Property and Casualty or Life and Health Insurance Producer License, four-year business-related degree, 2–5 years of insurance sales experience, Microsoft Suite and Salesforce proficiency.
The Assurance Group: Insurance marketing organization specializing in Medicare and life insurance products.
No prior experience required; must be teachable, self-motivated, willing to obtain a health and life insurance license, have reliable transportation, and be good with people.
American Senior Benefits: Sells insurance and retirement products to the senior market.
Active health and life insurance license, proven insurance or financial sales success, strong communication and CRM skills, ability to meet clients in person and pass background check.
Meron Financial Agency: Provides remote life insurance and financial protection services.
Must live in the U.S., preferably Houston; be a U.S. citizen or legal resident; pass a background check; and hold or quickly obtain a Life and Health License.
CGINYSE: GIB: Provides information technology and business consulting services.
12+ YOE12+ years insurance and consulting experience across P&C, life, reinsurance and brokers; proven business development, client engagement, and transformation delivery; C-suite interaction and strong communication skills.
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
Bachelor's degree required. Active Property & Casualty or Life & Health license (or ability to obtain within 90 days). Proficiency in Microsoft Office 365, strong financial aptitude, and exceptional customer service skills.
Mariner Wealth Advisors: National wealth management firm providing comprehensive financial planning and advisory services.
7+ YOERequires 7+ years in life insurance or financial services operations, advisor service, or relationship management; financial advisor support and insurance workflow knowledge required. People leadership preferred.
Harmon Agency & Associates: Independent insurance agency providing auto, home, and life coverage.
Proven sales performance or strong drive to meet targets; strong communication, negotiation and problem-solving; obtain property & casualty license within 30 days and life license within 90 days; must be licensed before start.
Wealthspire: Provides integrated wealth management and financial advisory services.
Extensive life insurance and case design experience supporting advisors; proficiency with illustration platforms, CRM, Winflex Web, Ensight, Salesforce, and Microsoft Office; high school diploma required; Life & Health license preferred or obtainable within 90 days.
Winflex Web, Ensight, Salesforce, CRM, Microsoft Office Suite, Microsoft Teams
7+ YOE7–10 years in insurance distribution or broker-dealer/wealth management with life insurance, annuities, and BGA distribution experience; strong partnership, negotiation, and advisor-segmentation skills.
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
7+ YOE7–10 years experience in insurance distribution or wealth management with BGA/carrier relationships, life insurance and annuities knowledge, negotiation and leadership skills, and advisor segmentation/distribution strategy expertise.
Financial Advisors: Add a Life Insurance Platform to Your Practice
United States
$150k-$400k/yrRemotePart Time, Full Time
Choate Agency: Sells life insurance and mortgage protection products to families.
Active or reactivate-able life insurance license preferred; U.S. residency and work authorization required; 18+ and able to pass background check; professional communication and client-first mindset.
3+ YOEActive Series 7 and 66 (or Series 6 and 63/65), state life & health insurance, 3+ years producing advisor experience, clean FINRA BrokerCheck record, entrepreneurial mindset, consultative planning.
SWBC: Diversified financial services including insurance, mortgages, and investment management.
3+ YOEBachelor's degree, Series 7 and 63, life & health insurance license, 3+ years financial advisor experience, valid driver's license, able to travel locally; pre-employment drug test and non-tobacco policy.
Cetera Financial Group: Provides wealth management and independent broker-dealer services.
10+ YOEActive state insurance license, Series 6 or 7, ~10+ years sales experience, bachelor’s degree preferred, professional designations preferred, proven insurance sales and advisor engagement success, life/ LTC/ disability expertise.