Confidential company
Independent Financial Services Agent
Opportunity at a glance
Get a feel for the buyers, product and fit for your existing relationships.
The role
Independent Sales Representative
Who you’ll sell to
- Individuals, families, professionals, and business owners.
Why customers need it
- Offers life insurance, living-benefit, mortgage-protection, and final-expense solutions.
- Provides retirement-income and business-protection solutions.
Who this opportunity suits
- Previous financial-services experience is helpful but not required.
How you’ll sell
- Connect with prospective clients, conduct needs-based conversations, present solutions, and follow up.
- Develop prospects through personal, professional, community, and digital networks.
Support for your sales
- Provides insurance-licensing guidance, foundational and ongoing training, and mentorship from experienced field leaders.
- Provides prospecting, presentation, follow-up, objection-handling, and leadership-development systems.
Working locations
United States
What you’ll sell
Sell financial protection and retirement-oriented solutions to individuals, families, professionals, and business owners. Build client relationships while developing skills in financial services and business development.
WHY THIS SELLS
- Offers life insurance and living-benefit solutions
- Includes mortgage protection and final-expense coverage
- Provides retirement-income and business-protection solutions
- Allows opportunities for leadership and team development
BUSINESS MATURITY (PROVEN VS NEW)
The company is a growth-stage financial-services organization expanding its client reach and agent leadership base. It uses established insurance products alongside structured training and development systems.
YOUR DAY-TO-DAY
- Connect with prospective clients and build relationships
- Conduct needs-based financial conversations
- Present suitable insurance and retirement-oriented solutions
- Follow up and maintain client relationships
- Develop prospects through personal, professional, community, and digital networks
SUPPORT & RESOURCES
- Guidance through the insurance-licensing process
- Foundational and ongoing financial-services training
- Mentorship from experienced field leaders
- Prospecting, presentation, follow-up, and objection-handling systems
- Leadership and agency-development training
WHO THRIVES HERE
- Ambitious and self-directed professionals
- Coachable people who enjoy relationship building
- Individuals interested in entrepreneurship or leadership
- People willing to become properly licensed
- Professionals comfortable with performance-based work
SOCIAL PROOF
- The company serves individuals, families, professionals, and business owners
- The organization provides access to insurance products through approved carriers
- The development model includes training, mentorship, and team-building opportunities
FREQUENTLY ASKED QUESTIONS
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Do I need financial-services experience? No. Previous experience is helpful but not required.
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Is this a salaried position? No. This is an independent, performance-based opportunity.
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Are leads provided? Agents are taught prospecting and relationship-building methods rather than relying on guaranteed leads.
Commission on repeat orders
Territories
US (All States)
Posted Sep 7, 2026
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Company details
Confidential company
Company website protectedCompany identity is protected in the public preview. Opportunity details are reviewed before publication.
Commission
30% – 120%