Life Insurance Advisor

Company: Valid8 Financial, Inc.
Location: San Francisco
Posted on: April 8, 2025

Job Description:

Full-time - This is a Remote OpportunityAmplify helps people build wealth through life insurance. We are the first direct-to-consumer platform that offers life insurance investment products where customers can invest tax-efficiently through their life insurance and access it for anything they wish. We are trailblazing the life insurance industry, helping families protect their financial futures.At Amplify, our mission is to add value into our customer's lives while they are still alive and well. That goal starts with building a strong and collaborative Amplify team. We strive to cultivate an environment that takes care of people, so those people can take better care of our customers. We want our team members to be here for the long haul and that's why our job is to ensure a culture of transparency, inclusiveness, support, ownership, growth and learning opportunities.We are working to make universal life insurance simple, efficient, and accessible for everyone. Backed by top venture capital firms including Crosslink, Anthemis Group, Greycroft, Transverse Asset Management and Conversion Capital, we are growing fast and looking for driven individuals to help our customers protect their loved ones and grow wealth.About the RoleAs a Life Insurance Advisor at Amplify, you will assist our clients with developing an insurance plan that fits their personal goals and family needs. You will be responsible for following up with customers that have completed our online needs assessment or started an application on our website with outbound calls. Your goal will be to provide an outstanding customer experience by educating and guiding customers through their life insurance purchase: explaining clearly how our policies work, when they make sense, diligently answering customer questions, and helping gather information required to submit their applications.You will leverage our platform to generate comprehensive plans for clients that help protect their family and grow wealth through universal life insurance policies (Indexed Universal Life "IUL" & Variable Universal Life "VUL") and term life. You will be at the cutting-edge of combining technology, finance, and the human-touch to modernize and streamline the most opaque segment of the life insurance industry.We are seeking experienced and self-motivated sales professionals who desire the lead pipeline, training, and structure to set them up for success while building their career as a trusted advisor. To succeed, you should have a strong desire to meet and beat goals and bring a positive attitude to everything you do. We offer full-time positions, remote-work, competitive base compensation, and uncapped commission opportunity - come help us build the future of life insurance for wealth!Responsibilities

• Engage qualified, inbound leads provided by Amplify via outbound calling
• Answer customer questions via phone, SMS, and email
• Understand and confirm customer needs through discovery
• Leverage our platform to generate recommended plans for customers and explain the benefits of those plans within the context of customer needs
• Educate clients on basics of life insurance, Amplify's process, universal life insurance, how it works, and when it is suitable
• Assist clients with finding and customizing life insurance plans and illustrating scenarios
• Gather client information required to submit life insurance applications
• Partner with case managers and delivery team members to drive customer conversion
• Join and actively participate in team meetings and coaching sessions to improve sales technique and Amplify workflowsExperience
  • 1+ years of sales experience via telesales and outbound calling
  • 1+ years of experience as a life insurance agent with demonstrated success
  • Must have a current and active Life Insurance License in at least 1 state
  • 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 SpanishAbout 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.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.Compensation and BenefitsJob Type: PermanentPay: $37,400.00 - $110,000.00 per year
      • 401(k)
      • Health insurance
      • Paid time off
      • Parental leave
      • Vision insurance
      • Work from homeSupplemental Pay
        • Bonus opportunities
        • Commission payWork LocationRemoteApply for this jobFirst nameLast nameEmail addressLocationPhone numberResume Attach resumeAttach another file Attach fileAre you authorized to work in the United States?
          #J-18808-Ljbffr

Keywords: Valid8 Financial, Inc., San Francisco , Life Insurance Advisor, Other , San Francisco, California