Serve as the first point of contact for prospective customers via phone.
Use a consultative sales approach to guide customers through the application process.
Continuously improve your performance in a metrics-driven environment, directly impacting your earnings.
Zinnia is the leading technology platform for accelerating life and annuities growth. Zinnia has over $180 billion in assets under administration, serves 100+ carrier clients, and over 2 million policyholders, with a culture driven by core values: be bold, team up, deliver value.
Build and maintain strong relationships with Independent Marketing Organization (IMO) partners to drive annuity sales growth.
Serve as a trusted advisor and external representative, conducting client meetings and presentations.
Manage territory priorities, analyze market trends, and collaborate with internal teams to achieve sales objectives.
The company specializes in retirement and insurance solutions, focusing on building strategic partnerships within the annuity market. The culture emphasizes collaboration, autonomy, and professional growth, with a supportive team environment.
Speak with clients over phone or Zoom to help them select life insurance coverage.
Work with warm inbound and outbound leads with no cold calling required.
Follow a proven system with clear training and support to earn high commissions.
Meron Financial Agency helps families choose life insurance coverage that fits their needs. They are expanding in the Houston market and offer a performance-based career with uncapped earning potential.
Collaborate with the sales team to decrease administrative workload and increase sales activities.
Process new annuity business including application submission, funding, and commissions.
Optimize CRM workflows and data entry processes to improve speed and efficiency.
Ethos is a leading life insurance technology company on a mission to protect families by democratizing access to life insurance and empowering agents at scale. The company is rapidly growing and values diversity, inclusion, and authenticity.
Sell whole life and final expense solutions through a high-volume phone-based sales process.
Convert qualified paid and internally generated leads at a high rate after training.
Follow company scripts, coaching, and CRM discipline to build consistent performance.
This independent insurance agency specializes in whole life and final expense sales. It is a fast-growing, performance-driven team with a high-accountability culture.
Manage and grow relationships with third-party distribution partners to drive annuity sales and asset growth.
Serve as primary contact for partner firms, addressing product questions, operational needs, and relationship management.
Educate financial professionals on annuity products through presentations, training sessions, and meetings.
Our partner company is a financial services firm specializing in annuity products. They offer a fully remote work environment with a collaborative culture and professional growth opportunities.
Handle inbound calls and warm leads to convert prospects into policyholders.
Use sales expertise to consult customers on insurance needs and match coverages.
Represent the Liberty brand with integrity and a customer-centric focus.
Liberty Mutual is a Fortune 100 insurance company providing property and casualty insurance. With a large workforce and a culture focused on inclusion and professional development, they offer comprehensive benefits and flexible work arrangements.
Identify client needs and recommend tailored insurance solutions.
Develop and maintain strong client relationships through networking and follow-ups.
Educate clients on policies and stay informed about industry trends.
GIA Legacy Planning is a dynamic, client-focused insurance agency specializing in personalized insurance solutions for families and businesses. The company culture emphasizes integrity, mentorship, and professional growth.
Engage warm leads through high-volume outbound dials and consultative one-call or two-call closes.
Own your pipeline of 20-200+ active leads, efficiently managing follow-ups to maximize conversions.
Balance empathy and direction to guide clients through sensitive financial decisions while crushing sales metrics.
Achieve is a leading digital personal finance company that helps everyday people move from struggling to thriving with personalized financial solutions. We have over 2,500 employees across the US and foster a culture of impact, belonging, and well-being.
Conduct outbound and inbound calls to explain Medicare insurance options and enroll clients in suitable plans.
Meet or exceed sales goals while maintaining compliance with CMS guidelines and company protocols.
Provide ongoing client support post-enrollment to drive renewals and referrals.
AmeriLife is a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement. With over 1,000 associates across the country, we provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.
Identify client needs and recommend tailored insurance solutions
Develop and maintain strong client relationships through networking and referrals
Follow up with prospects to close sales and ensure customer satisfaction
GIA Legacy Planning is a client-focused insurance agency that provides personalized insurance solutions. They offer a supportive culture built on integrity, mentorship, and professional growth.
Conduct 120-200 calls per day to prior customers seeking additional capital.
Assist past clients with new financing applications via phone, email, and text.
Identify client needs and align them with appropriate product offerings.
Five Star Solutions is a fast-paced, high-growth INC 5000 company that provides financial products to business owners. It values diversity and is committed to a professional, diverse workforce.
Sell life and health insurance products to warm leads with no cold calling.
Utilize a proprietary CRM and automation system to manage client relationships.
Enjoy uncapped commission, residual income, and performance bonuses.
The Essex Agency is an insurance agency that provides life and health insurance solutions to families. They are a small, inclusive organization that values diversity and offers a supportive, entrepreneurial culture.
Identify client needs and recommend tailored insurance solutions to protect what matters most.
Develop and maintain strong client relationships through networking, referrals, and follow-ups.
Generate leads and close sales while working independently with a supportive team.
GIA Legacy Planning specializes in tailoring personalized insurance solutions to protect the financial well-being of families and businesses. The company fosters a supportive, entrepreneurial culture focused on growth and work-life balance, with opportunities for leadership development.
Conduct outbound prospecting via cold calls, emails, and social media to generate qualified leads.
Research and identify potential customers using tools like ZoomInfo, LinkedIn, and CRM software.
Set up meetings between qualified prospects and the sales team while maintaining accurate records in NetSuite.
EBSCO Information Services delivers a fully optimized research experience, seamlessly integrated with a powerful discovery platform to support the information needs of end-users. Headquartered in Ipswich, MA, the company employs more than 2,700 people worldwide, embracing hybrid and remote work models with a culture of innovation and forward-thinking.
Identify and research prospective insurance brokers, agents, and MGAs within target markets.
Manage inbound leads and work with Account Executives to progress them into qualified opportunities.
Conduct outbound prospecting through calls, email, LinkedIn, and events to generate qualified opportunities.
Novidea provides a cloud-based, data-driven platform designed specifically for insurance brokers, agents, and MGAs. It is a fast-scaling insurtech company focused on modernising insurance operations.
Sourcing new sales opportunities and establishing leads through outbound calls and emails.
Educating family members on available benefits and assisting with enrollment forms.
Maintaining knowledge of company services and complying with HIPAA and PHI guidelines.
They provide health insurance services to nursing home residents and their families, focusing on enrollment and education. The company is a team-oriented organization that values compliance, confidentiality, and customer service.
Respond to inbound calls from prospective customers for auto, home, and other insurance policies.
Educate customers on policy details like coverage and pricing, and prepare quotes through carriers.
Problem-solve and objection-handle to help customers bind a policy with Jerry.
Jerry.ai is building an AI agent to manage physical assets, starting with car insurance and expanding into home and other areas. They have over 5 million customers, raised $240M+, and have been profitable since 2024, with a fully remote team and offices in several US cities and Toronto.
Handle inbound and outbound contacts to provide customer service and sell insurance products.
Utilize training and knowledge base to accurately answer questions and resolve customer issues.
Document and process customer orders while adhering to scripts, policies, and procedures.
MCI is a tech-enabled business services company delivering Customer Experience, Business Process Outsourcing, and cloud technology solutions across multiple industries. The company employs 10,000+ individuals and fosters a culture of continuous learning and career growth.