Life Insurance Advisor

Company: Valid8 Financial, Inc.
Location: San Francisco
Posted on: April 1, 2025

Job Description:

Join Amplify - A Trailblazer in the Life Insurance Industry!Recognized as one of Forbes' best life insurance companies for 2024, Amplify is revolutionizing the way people build wealth through life insurance. As the first direct-to-consumer platform offering innovative life insurance investment products, we empower our customers to invest tax-efficiently and access their funds for any purpose they desire. We are transforming the life insurance landscape, helping families safeguard their financial futures.At Amplify, our mission is to enhance our customers' lives while they are alive and well. Achieving this starts with building a strong and collaborative Amplify team. We are dedicated to fostering an environment that prioritizes our people, enabling them to better serve our customers. We are committed to ensuring our team members are here for the long haul by creating a culture of transparency, inclusiveness, support, ownership, growth, and continuous learning opportunities.Our goal is to make universal life insurance simple, efficient, and accessible for everyone. Supported by leading venture capital firms such as Crosslink, Anthemis Group, Greycroft, Transverse Asset Management, and Conversion Capital, Amplify is experiencing rapid growth. We are on the lookout for driven individuals passionate about helping customers protect their loved ones and build wealth.Amplify is also deeply committed to training and employee development, offering a full life cycle career path. We believe in investing in our team's growth, providing extensive training programs and development opportunities to ensure each team member can reach their full potential.Join us at Amplify and be part of a team that's making a significant impact on the financial well-being of families everywhere.Join Amplify as a Life Insurance Advisor - Shape the Future of Wealth Building!Are you an ambitious, career-minded professional with a passion for helping others? Amplify is looking for A+ players to join our dynamic team as Life Insurance Advisors. In this role, you will play a pivotal part in assisting our clients to develop personalized insurance plans that meet their individual goals and family needs.What You'll Do

• Customer Engagement: Connect with clients who have completed our online needs assessment or initiated an application on our website through outbound calls.
• Educational Guidance: Provide an outstanding customer experience by educating and guiding customers through their life insurance purchase. Clearly explain our policies, address customer questions diligently, and gather necessary information to submit applications.
• Plan Generation: Utilize our advanced platform to create comprehensive insurance plans that help clients protect their families and grow wealth through universal life insurance policies, including Indexed Universal Life (IUL), Variable Universal Life (VUL), and term life.Why Amplify?
  • Cutting-Edge Technology: Be at the forefront of combining technology, finance, and the human touch to modernize and streamline the life insurance industry.
  • Professional Growth: We are committed to your career development, offering extensive training programs, a supportive structure, and a clear career path to help you grow as a trusted advisor.
  • Success-Driven Environment: Thrive in a role where your ambition and positive attitude are rewarded. We provide a robust lead pipeline and the tools you need to exceed your goals.What We Offer
    • Full-Time, Remote Work: Enjoy the flexibility of working remotely while being part of a collaborative team.
    • Competitive Compensation: Benefit from a competitive base salary and uncapped commission opportunities.
    • Career Advancement: Build a long-term career with Amplify, backed by a commitment to your continuous learning and professional development.Join us at Amplify and help us build the future of life insurance for wealth. If you are a licensed, experienced, self-motivated sales professional eager to make a difference, we want to hear from you. Apply now and become part of a team that is transforming the life insurance industry!Role Responsibilities
      • Engage with Enthusiastic Inbound Leads: Connect with qualified leads provided by Amplify through dynamic outbound calls.
      • Multi-Channel Customer Support: Answer customer questions via phone, SMS, and email, providing comprehensive support across all communication channels.
      • Deep Dive into Customer Needs: Conduct thorough discovery sessions to understand and confirm customer needs, ensuring personalized service.
      • Generate Tailored Plans: Use our advanced platform to create and explain recommended life insurance plans, highlighting their benefits in relation to customer needs.
      • Client Education: Educate clients on the fundamentals of life insurance, Amplify's unique process, and the workings and suitability of universal life insurance.
      • Customized Solutions: Assist clients in finding and customizing life insurance plans, illustrating various scenarios to match their specific requirements.
      • Application Assistance: Collect all necessary client information to facilitate the submission of life insurance applications smoothly.
      • Collaborative Conversion Efforts: Partner with case managers and delivery team members to drive customer conversions, ensuring a seamless experience.
      • Team Engagement and Development: Actively participate in team meetings and coaching sessions to enhance your sales techniques and improve Amplify's workflows.Join us at Amplify and be part of an exhilarating journey where every interaction counts, every plan is tailored, and every team member is valued. Together, we are transforming the future of life insurance!Required Experience
        • 1+ years of sales experience via telesales and outbound calling
        • 2+ years of experience as a life insurance agent with demonstrated success
        • Must have a current and active Life Insurance License in 5 or more states
        • Experience with Universal Life Insurance, specifically Indexed Universal Life (IUL)
        • Strong communication skills and ability to articulate complex topics succinctly
        • Experience leveraging CRM, Powerdialer, and other sales tools effectively
        • Proactive, self-motivated with a drive to meet and beat objectives
        • Basic knowledge of financePreferred Experience
          • Familiarity with financial planning concepts and available tax-advantaged vehicles
          • Interest in working weekend shifts occasionally
          • Bilingual in English and SpanishJob Type: Full TimePay: Starting base compensation: $37,000.00 - $40,000.00 plus uncapped commission and bonuses
            • 401(k)
            • Health insurance
            • Paid time off
            • Parental leave
            • Vision insurance
            • Work from homeAbout UsFounded in 2019 by life insurance industry veterans, Amplify has been changing the way we approach life insurance to build wealth ever since. Previously, life insurance policies were used by the wealthiest 1%. Now, with our innovative software and expert life insurance agents, Amplify is providing access to everyone.Emerging from the manual and agent-driven traditional industry, Amplify offers an intelligent customer journey with frictionless policy customization, pre-underwriting, and in-force policy management in a streamlined digital customer journey. Amplify is the first digital platform tackling the $70B permanent life insurance industry with a vision to launch a life insurance product that bridges health and financial wealth.Amplify is an equal opportunity employer. We value a diverse workforce and an inclusive culture. Amplify encourages applications from all qualified individuals without regard to race, color, religion, gender, sexual orientation, age, national origin, marital status, citizenship, disability, or veteran status.
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Keywords: Valid8 Financial, Inc., San Francisco , Life Insurance Advisor, Other , San Francisco, California