due to state licensing requirements. The Day-To-Day: Setting Appointments: 6-8 hours per week: reaching out to potential clients that have previously requested coverage with our company and scheduling a time to meet with them to discuss their mortgage protection coverage.
Research: 4-5 hours per week: digging into the information the client provided in order to customize options to meet their financial need in the case of a death or disability. Meeting with Families: 2 days per week: meeting with clients either virtually or in-person (the choice is yours) to present their options, discuss the details of the coverage, and help them apply for coverage. Administrative: 2 hours per week:
following up with insurance carriers to facilitate client applications through underwriting What We Do: We serve people: Every week, we sit with our clients (in person or virtually) and take a deep dive into their financial situation.
We protect our clients: We partner with top-rated insurance companies to customize a plan that provides a personalized solution that will protect their largest asset: the ability to make an income. We grow : We are a personal development company that just happens to sell insurance. We strive to make a generational impact in the lives of our clients, our agents, and our community. Requirements: Skill set isn’t everything. Entry-level is accepted. We are looking
for coachable, challenge-seeking, self-disciplined individuals with a growth mindset.
Passion for people is a MUST. Commissions as a New Agent: This position is a commission-only based sales position. The average commission on a mortgage protection product is approximately $600 per family you protect. Our expectation is that a full-time agent will sell 5 to 10 mortgage protection plans per week. In addition to mortgage protection, we also have a selection of premium financial products to help people save for retirement or protect their current retirement accounts (e. g. 401k's and IRA's) from losing money in the stock market. We have extensive training on how these products work and how to sell them.
In addition to uncapped commission, we have a competitive bonus structure program along with incentive trips agents/managers can qualify for based on their individual and team results. If you feel this might be the home you have been looking for. Click APPLY! Equal opportunity, not equal outcome. No agent’s success, earnings, or production results should be viewed as typical, average, or expected. Not all agents achieve the same or similar results, and no particular results are guaranteed. Your level of success will be determined by several factors, including the amount of work you put in, your ability to successfully follow and implement our training and sales system and engage with our lead system, and the insurance needs of the customers in the geographic areas in which you choose to work.
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call, qualify, and set up appointments to meet with them over the phone or through zoom and help them apply for the insurance policy. Utilize the company’s exclusive warm lead program Contact clients who have requested protection plan information Gather pertinent information from the client to customize their protection plan Research protection plan options Follow up with client within one to two days on research results either in person, over the phone, or virtually Consult with client on plan suitability for their specific need Assist the client in the plan application process Submit application on behalf of the client to the appropriate carrier for final approval Contact carrier for status
of application Follow up with client on carrier decision The ideal candidate is self-motivated and can work from their home either part-time or full-time, to protect families that have requested coverage information.
We are specifically looking for people who: U. S. legal resident Obtain state life and health insurance license Phone, laptop or desktop computer, printer savvy Virtually attend weekly meetings (occasionally in person): sales training, mentorship, and business building Perks of Joining our Team: Unlimited Earning Potential - Commission only. Work-Life Balance, Flexible Schedule Affordable Health Insurance and Free Life Insurance for one year (subject to approval) Branded marketing assets and support World-class travel and incentive programs Powered by Jazz HR
matching, paid sick leave, Intuit provided E&O insurance, employee stock purchase plan, employee assistance program, product discounts and free copy of Turbo Tax Live. As part of this position, you have the opportunity to work 100% remotely, collaborating with an exceptional team from the comfort of your home or office.
What you'll bring Who You Are: As a Tax Associate, you have a minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns, using commercial tax preparation software. If you have obtained an Intuit Academy Level 1 badge, you are eligible with 1 year of recent experience with 30 or more paid tax returns. You are passionate about
helping clients navigate the complexities of taxation, and you’re committed to enhancing our brand by delighting our customers and empowering them to prepare their taxes.
You possess excellent customer service skills, and you are excited to interact with customers through video and audio tools in a professional, friendly, and confident manner. For internal use: tst assoc How you will lead What You Will Do: In this role, you will help our customers complete their taxes using Intuit Turbo Tax products. By providing tax advice, full service return preparation, tax calculations, and managing product/software inquiries, you will be working toward advancing our goal of “Powering Prosperity
Around the World. ” You will utilize government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language.
This is a virtual, customer-facing role, so you will use our state of the art video communication software to interact with customers, and you will document interactions to maintain accurate records. If you reside in the United States, and are ready to earn supplemental income by helping people with their taxes, APPLY NOW
