Life Insurance and Financial Services Specialist

As a District Life and Financial Specialist you will build your own book of business, while supporting our existing 22 storefronts in the Austin, Texas market. Your role will be to assist agency owners, and their team members as the quote, underwrite, and close sales, through our extensive product portfolio.

The specialist will be responsible for increasing life insurance and financial sales through marketing efforts, illustration support, coaching sessions, training, and problem solving. This position will be in direct support between clients and agencies.

The Life and Financial Specialist will also be responsible for meeting their own sales and prospecting targets, in addition to marketing to our 34,000 policy holders for cross sell opportunities.

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Work from Home

Flexible Schedule

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Parental Leave

Mon-Fri Schedule

Retirement Plan

Evenings Off

Career Growth Opportunities

• Serve as a resource to assist our agency owners in achieving sales goals
• Achieve quarterly sales targets
• Drive engagement in life and financial service products
• Grow sales revenue by utilizing phone, email and potential client lists.
• Attend industry events to network and build relationships.
• Develop and implement new marketing and sales strategies.
• Participate in regular team meetings and brainstorming sessions.

• Problem-Solving Capabilities.
• A Life & Health Insurance license is required.
• Series 6 & 63 certifications preferred.
• Successful sales background.
• Bilingual, fluent in both English and Spanish is beneficial.