We are a trusted provider of life insurance solutions and financial services, dedicated to helping individuals and families secure their financial future. We are looking for motivated and client-focused individuals to join our growing team of Life Insurance Agents. This role offers room for growth, allowing you to transition from your current position over time if desired. As an organization, we choose to follow the 5 F's: Faith, Family, Finance, Fitness, and Fun, ensuring a balanced and fulfilling career environment for our team members. Responsibilities: • Expand our prospective customer base and market our insurance products via including networking, referrals, cold calling, and various marketing strategies to bring in new business • Onboard incoming and retain existing clients via a variety of customer service tasks, such as appointment booking, and responding to inquiries regarding billing, coverage, eligibility, and insurance policies • Evaluate new customers’ insurance needs, insurance risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience that exceeds expectations • Educate clients on various life insurance products and tailor policies to fit their needs. • Generate leads and build relationships with new and existing clients. • Conduct policy reviews and provide guidance on coverage options. • Maintain knowledge of industry regulations and company offerings. • Process applications and ensure a smooth onboarding experience for clients. Qualifications: • High school diploma or equivalent required; Bachelor’s degree preferred • Excellent verbal and written communication skills required • Background in the health insurance or life insurance industries preferred • Proficiency with Microsoft Office products • Candidates with an active Life & Health insurance license are strongly preferred • Active life insurance license (or willingness to obtain one). • Strong communication and interpersonal skills. • Sales or customer service experience is a plus. • Self-motivated with the ability to work independently. • Proficiency in using CRM software and other digital tools. • Reliable and accountable; follows through on commitments. • Someone we can count on to take initiative and be proactive. • Open to long-term opportunities and career growth within our organization. Compensation: $74,000 - $150,000+ At Plan

• Educate clients on various life insurance products and tailor policies to fit their needs. • Generate leads and build relationships with new and existing clients. • Conduct policy reviews and provide guidance on coverage options. • Maintain knowledge of industry regulations and company offerings. • Process applications and ensure a smooth onboarding experience for clients. • Achieve sales targets and contribute to team goals.