Luso American Financial

About us:

With over 150 years of dedicated service, deep roots in the Portuguese American community, and active operations across multiple states, we help individuals and families protect what matters most. We are proud to continue a legacy of community-focused financial services across generations, providing our team with a stable, deeply trusted brand to back their sales career growth.

Position Overview:

We are seeking an ambitious, self-motivated Part-Time Licensed Life Insurance Agent to join our growing team. This position is perfect for driven professionals looking to supplement their income or transition into the financial services industry. Your primary responsibility will be to prospect for new customers, self-generate leads, and grow sales within your network and community. To supplement your outbound efforts, the company will provide a targeted, smaller volume of premium, company-paid leads free of charge.

Key Responsibilities:

• Prospect Leads: Source, network, and self-generate a pipeline of new life insurance and fixed annuity clients.
• Supplementary Lead Management: Efficiently contact and convert the smaller volume of company-paid leads provided to you.
• Conduct Consultations: Analyze a prospect's complete financial picture to identify gaps in family protection and retirement security.
• Purpose Solutions: Tailor and present appropriate term, whole life, or fixed annuity solutions that match the client's needs.
• Build Trust & Compliance: Establish authentic relationships to guide clients through the application process strictly within state regulatory guidelines.

Qualifications:

• Active License: Current and valid MA State Life Insurance Producer License (Required).
• Education: High school diploma or equivalent required.
• Annuity Certification: Completion of the state-mandated 4-hour Annuity Suitability Training course (or willingness to complete it immediately upon hire).
• Experience: 1+ years of outbound sales, customer service, or community-networking experience.
• Schedule: Ability to commit a minimum of 15-20 hours per week, including occasional evenings or weekends.
• Traits: Strong self-discipline and excellent negotiation skills.
• Background Check: Clean criminal background and state regulatory record.
• Technology: Proficiency with CRM systems and digital quote calculators.

With over 150 years of dedicated service, deep roots in the Portuguese American community, and active operations across multiple states, we help individuals and families protect what matters most. We are proud to continue a legacy of community-focused financial services across generations, providing our sales team with a stable, deeply trusted brand to back their professional growth. Specializing primarily in comprehensive life insurance solutions and fixed annuities, we combine historical stability with a forward-thinking environment where ambitious sales professionals can build a thriving, long-term career.