Job Description

Your Lifestyle, Reimagined!

Discover a career designed for freedom and balance. We’re redefining work-life flexibility with a 3 - 4 day schedule, high-income potential, and all-expenses-paid travel incentives, all while working primarily from home.

We’re seeking driven Sales Customer Representative ready to take control of their success. This position combines remote flexibility with the rewarding experience of meeting clients in person. While most of the work can be done remotely, you’ll also meet with clients in person when needed, so being local to your area and open to travel is a must.

As a Sales Customer Representative, you’ll guide individuals and families toward financial confidence by:

• Engaging with warm, pre-qualified leads - no cold calling.
• Conducting personalized assessments to identify financial needs.
• Presenting tailored solutions in Life Insurance, Indexed Universal Life (IUL), and Annuities via Zoom, phone, or local meetings.
• Simplifying complex information and guiding clients through each step.
• Managing relationships and staying organized using our advanced CRM tools.

Why You’ll Love This Role:

• Unlimited earning potential with no income cap.
• 3-4 day work week for more time with family, travel, and personal growth.
• Remote-first position with occasional in-person client meetings.
• All-paid travel incentives for top performers.
• Pre-qualified leads provided - focus on helping clients, not prospecting.
• Comprehensive training and one-on-one mentorship.
• Supportive, collaborative team culture
• Access to benefit options including life insurance and healthcare through exchange programs.

Who We’re Looking For:

• Excellent communicators who are confident, professional, and personable.
• Self-motivated achievers who thrive independently and value results.
• Client-focused problem solvers dedicated to helping others succeed.
• Relationship builders with genuine care for client outcomes.
• Local candidates who can travel to meet clients when needed.

Additional Details

This commission-based position offers the flexibility of self-employment with the structure and support of an established organization. Your performance determines your earnings and there’s no limit to how far you can go.

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