Virtual Life Insurance Agent
- $95,000 to $130,000 Yearly
- Contractor
Virtual Life Insurance Agent - School Worksite Retirement Enrollment
Empower Educators. Shape Futures. Join Forthright.
At Forthright, we believe in providing opportunities for you to excel while making a difference in the lives of educators. We are seeking a dedicated Virtual Life Insurance Agent to help school employees navigate their retirement planning journey.
Discover the Forthright Advantage:
Pre-scheduled Appointments: Say goodbye to cold calling and lead generation expenses. We set you up with pre-qualified prospects and pre-scheduled appointments, giving you the time and resources to focus on what truly matters - helping educators plan their retirement.
Commitment to Education: Our foundation is built upon understanding and serving the needs of the educational community. As a trusted partner for K-12 & University Educators, you'll have the chance to empower school staff by providing tailored advice on various retirement plans, embodying our core value of prioritizing education over advice.
Expertise in Holistic Financial Planning: Join the firm that Educates the Educator. As an "Approved 403(b) Vendor," your advice will be respected and valued by the school employees you serve. Nearly 50% of our clients choose to engage in long-term Financial Planning Relationships, fostering enduring connections. Additionally, you'll have the opportunity to cross-promote life insurance products or investment advisory services.
Flexibility with 100% Remote Work: Embrace the convenience and freedom of remote work. Our advisors thrive in a flexible, fully remote environment, enabling them to work when and where it suits them best.
Position Requirements
Life Insurance License (Required)
Series 65/66 license (preferred)
At least 5 years of financial services experience
Proven and successful sales background
Annuity and/or AUM production of at least 5 million over the last 2 years
Note: This is a 1099 independent contractor position.
Learn more by visiting our careers page at https://www.forthrightcps.com/careers
*Investment advisory services are offered through properly registered representatives of Forthright Capital Advisory, LLC dba Forthright Capital Advisory. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability. Insurance products are offered through Forthright Capital Partners, LLC. Forthright Capital Advisory LLC and Forthright Capital Partners LLC are separate entities that offer separate services.
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