Source Job

• Meets established sales quotas on monthly, quarterly, and annual basis.
• Utilizes sales and marketing tools to execute results-oriented activities such as cold calls and prospect presentations.
• Collaborates with Client Service to analyze renewal business and place new business accounts.

Trucordia is an insurance brokerage offering an unrivaled combination of people, tools and solutions. With more than 5,000 team members across 200 offices in the U.S., they celebrate individual and collective successes and value collaboration and results.

• Meets established sales quotas through cold calls, appointments, and prospect presentations.
• Acts as subject matter expert to master chosen area of focus for long-term success.
• Manages a book of business and collaborates with Client Service to place new business and analyze renewals.

Trucordia is an insurance brokerage that offers an unrivaled combination of people, tools and solutions. With over 5,000 team members across 200 offices, we are a fast-growing company that values collaboration, results, and celebration.

• Serve as primary point of contact for clients within the assigned region, developing and maintaining long-lasting relationships.
• Achieve and exceed sales and revenue targets, while identifying opportunities for upselling and cross-selling.
• Conduct regular account reviews and use data-driven analysis to identify trends and growth opportunities.

First Connect Insurance Services is a digital platform providing independent insurance agents access to top US carriers. The company has thousands of active agents and plans to accelerate growth.

• Serve as the first point of contact for clients, providing prompt and professional service.
• Manage placement of new and renewal accounts with carrier partners across P&C and Life & Health lines.
• Maintain strong carrier relationships to secure competitive quotes and ensure successful renewal and retention.

Trucordia is an insurance brokerage built from successful community businesses across the US, offering an unrivaled combination of people, tools, and solutions. With over 5,000 team members across 200 offices, we are ranked as one of the fastest-growing companies in the US, where we actively care about our clients and each other.

• Be a trusted advisor, guiding customers through their life insurance journey with warmth, clarity, and integrity.
• Connect with warm leads via outbound phone calls, text, and email to drive conversions.
• Personalize coverage recommendations based on customer needs and provide exceptional service.

Ladder developed a method of real-time underwriting leveraging AI, reducing the months-long process of applying for life insurance to minutes. The company is highly collaborative and fun, with fantastic perks and benefits that reflect a mission of care and support.

• Handle inbound calls and warm leads, consulting customers on insurance needs and converting sales leads into policyholders.
• Receive paid training, licensing in all 50 states, and a dynamic role directed at warm leads only.
• Enjoy generous earning potential with base salary plus commission, comprehensive benefits, and flexible work arrangements.

Liberty Mutual Insurance is a Fortune 100 company providing protection for the unexpected with care. They are a large organization fostering an inclusive environment with Employee Resource Groups and comprehensive benefits.

• Connect with inbound leads via phone, email, and text to understand needs and recommend tailored insurance solutions.
• Consistently meet or exceed sales targets by building strong customer relationships and applying consultative sales techniques.
• Clearly communicate the value of Kin's insurance products and guide customers to coverage that protects their assets.

Kin is a homeowners insurance company that uses data, technology, and human support to make insurance simpler and more affordable for homeowners, especially in areas with climate risks and rising costs. Founded in 2016, Kin is a remote-first employer with Kinfolk across 35+ states, and has been recognized as a Best Place to Work by Built In Chicago and Forbes.

• Recruit and train new agents by promoting BenefitMall's value proposition through deep, trusted relationships and technology solutions.
• Develop revenue growth strategies with agents to increase sales activity, products per customer, and understanding of specialized services.
• Lead POD to service agent business, including training on carrier procedures, strategy calls, and using internal systems for tracking.

CRC Group is a leader in specialty wholesale insurance, providing benefits services through its BenefitMall brand. The company has earned a Top Workplaces USA award three years in a row based on employee feedback and insight, and its culture focuses on inclusion, trust, collaboration, and innovation.

• Identify client needs and recommend tailored insurance solutions
• Develop and maintain strong client relationships
• Generate leads through networking, referrals, and company-provided resources

GIA Legacy Planning is a client-focused insurance agency specializing in personalized insurance solutions for families and businesses. The company fosters a culture rooted in integrity, mentorship, and continuous professional growth, with a supportive team environment.

• Build and grow relationships with independent life insurance agents and financial advisors through consultative, platform-driven sales and business development.
• Identify and engage life insurance-friendly producers, partner on case design and strategy, and drive cases from concept to placement.
• Operate with ownership and accountability in managing a structured pipeline, with majority of engagement conducted virtually and national coverage.

AmeriLife is a national leader in the development, marketing, and distribution of annuity, life, and health insurance solutions for retirement planning. With over 1,000 associates across the country, the company has served clients for over 50 years and partners with leading carriers to support financial-wellness goals.

• Consult with clients to assess insurance needs and recommend suitable coverage.
• Manage the full sales cycle from prospecting to closing deals.
• Maintain client relationships and provide ongoing policy support.

GIA Legacy Planning is an insurance agency focused on helping individuals and families find financial protection. They offer a supportive team environment with advanced technology and training for agents.

• Initiate the Advisor Opportunity Sales Pipeline by developing and qualifying leads.
• Produce sales results through high-volume outbound calls and emails.
• Screen prospective clients and set appointments for financial advisors.

Wealth Enhancement is an independent wealth management firm offering personalized financial planning and investment management services. With over 175 offices nationwide, the firm serves 90,000+ households and fosters a collaborative, team-based culture.

• Manage and develop a designated sales territory of Independent Agencies with complex profiles.
• Build and nurture strong relationships with agency partners to maximize growth and market share.
• Execute sales strategies and use data-driven planning to meet and exceed sales objectives.

Mercury Insurance helps people reduce risk and overcome unexpected events. The company is a midsize employer with a culture that values diversity and inclusion, and has been recognized as one of America's Best Midsize Employers for 2026.

• Connect with clients over phone and Zoom to help families find the right life insurance coverage.
• Work warm inbound leads plus outbound opportunities to build income faster.
• Manage your own schedule while hitting consistent daily production goals.

Meron Financial Agency helps families find life insurance coverage through a remote, performance-based career model. They are expanding their remote team and seek self-motivated agents to build a career from home with a proven system and warm leads.

• Proactively engage RIA prospects through outbound calls, emails, and virtual meetings to generate qualified opportunities.
• Support senior Business Development professionals by managing a territory, scheduling meetings, and preparing materials for advisor-facing conversations.
• Build and maintain relationships with advisors and home office contacts through consistent, value-driven communication and pipeline management in Salesforce.

Vestmark is a leading provider of wealth management solutions and services, enabling financial advisors and institutions to manage and trade client portfolios via a SaaS ecosystem. The company oversees over $2 trillion in assets and 5+ million accounts, serving respected players across the wealth management industry with a culture of innovation and inclusion.

• Handle inbound calls and warm leads to consult with potential and existing policyholders on insurance needs and convert sales leads into policyholders.
• Utilize strong persuasion and communication skills to close sales and represent the Liberty Mutual brand with integrity.
• Participate in paid training to obtain necessary licenses and develop sales expertise in a remote work environment.

Liberty Mutual is a Fortune 100 insurance company providing a wide range of insurance products and services. With a large workforce, the company fosters an inclusive culture that values diversity and supports employee well-being.

• Develop a strategic territory plan and build relationships with current and potential producers to drive profitable business in Nebraska, Iowa, and Minnesota.
• Meet or exceed sales goals by conducting agency visits, attending trade shows, and serving as a trusted advisor for assigned agent accounts.
• Stay current on crop insurance products and industry trends to ensure compliance and provide effective training and support to agents.

ProAg, a member of the Tokio Marine HCC group of companies, is a financially strong insurer with an AM Best rating of A++ that provides crop insurance to American farmers and ranchers. With 100 years of service and the backing of a leading specialty insurance group, they offer a welcoming culture focused on growth and employee well-being.