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Conduct inbound life insurance consultations over the phone, perform suitability analyses, match customers with term and permanent products, meet monthly production goals, maintain compliance, and complete company-paid licensing and training.

Provide personalized retirement and financial planning to clients, grow business using company tools and marketing support, collaborate with leadership, and maintain required licenses and compliance. Flexible schedule with travel up to 25% and use of company-provided technology and training.

Lead underwriting for complex individual life insurance applications, assessing medical and financial risk, managing a large caseload, exercising approval authority, supporting sales and distribution partners, providing training, and ensuring accurate, timely decisions to protect mortality results and deliver strong customer experience.

As a Financial Advisor, you will assist clients with personalized financial planning and retirement solutions, utilizing company resources for support.