Note: The job is a remote job and is open to candidates in USA. Amplify is hiring a Financial Representative to advise individuals and families on life insurance and wealth-building solutions. The role manages qualified inbound leads and client relationships from discovery through policy delivery, while meeting sales goals and maintaining compliance.

Responsibilities

• Engage qualified inbound leads provided by Amplify through outbound calls, SMS, and email communications
• Conduct consultative discovery conversations to understand each client's financial goals, family needs, risk tolerance, and wealth objectives
• Educate clients on life insurance concepts, including term life insurance, Indexed Universal Life (IUL), and Final Expense (FE) solutions
• Present personalized recommendations and illustrate how proposed solutions align with client objectives
• Guide clients through the application process and gather all required information and documentation
• Consistently achieve or exceed individual sales and production goals
• Serve as the primary relationship manager for assigned clients throughout the sales and delivery process
• Maintain regular communication with clients as they progress through underwriting and policy delivery
• Proactively manage client expectations and ensure a high-quality customer experience
• Coordinate with case managers to address client questions and facilitate timely policy approval and delivery
• Conduct policy delivery appointments and review policy details with clients
• Ensure clients understand their policy structure, benefits, premium commitments, and long-term objectives
• Confirm successful policy delivery
• Identify opportunities for additional coverage, policy optimization, or future planning discussions
• Foster long-term client relationships that drive retention and referrals
• Partner with case managers, operations teams, and leadership to improve client outcomes
• Participate actively in sales coaching, training sessions, and team meetings
• Maintain required insurance licensing and continuing education requirements
• Contribute feedback to improve sales processes, customer experience, and platform enhancements
• Maintain compliance with all applicable insurance regulations
• Follow company compliance, privacy, and data security policies
• Accurately document all client interaction in the CRM
• Ensure all disclosures and policy illustrations are presented in accordance with carrier and regulatory requirements
• Protect confidential client information

Skills

• Active Life Insurance License in at least one U.S. state. Must maintain all licenses, appointments, and continuing education requirements necessary to conduct business in assigned jurisdictions
• 2+ years of consultative sales experience, preferably in life insurance, financial services, or a related industry
• Demonstrated success in a commission-driven sales environment
• Strong communication and relationship-building skills
• Experience conducting sales conversations via phone and virtual meetings
• Ability to explain complex financial concepts in a clear and understandable manner
• Experience utilizing CRM systems, sales technology, and productivity tools
• Self-motivated, organized, and goal-oriented
• Active Life and Health Insurance licenses
• Experience with permanent life insurance products, including Indexed Universal Life (IUL)
• Familiarity with financial planning, retirement planning, and tax-advantaged wealth accumulation strategies
• Bachelor's degree
• Bilingual English/Spanish
• Experience managing a book of business or ongoing client relationships

Benefits

• Uncapped commission opportunity
• Exclusive inbound leads
• Comprehensive training and coaching
• Fully remote work environment
• Career growth opportunities
• Health, dental, vision, and retirement benefits
• No cold calling
• No purchased leads
• Opportunity to build a recurring book of business
• Proprietary technology platform

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