Life and Annuity Professional

5 days ago

Fort Myers, Florida, United States Griffin Agency Full time
Job Description

About Us

We are a leading insurance technology and distribution platform that is revolutionizing the industry. Our innovative, paperless underwriting process enables us to issue policies in under one minute, making us one of the top distributors of digital life insurance policies globally. Our in-house marketing team generates exclusive client requests for our advisors, and we are the only organization in the industry that owns both the technology platform and the distribution channels. We are poised to gross over $250 million in premiums this year and are valued at over $3 billion.

Our Vision

We are transforming the life insurance industry with cutting-edge technology and business systems that create a seamless experience for clients and provide advanced tools for our advisors.

Client Acquisition

We have a dedicated in-house marketing team that generates approximately 20,000 new client requests per week, exclusively for our advisors. Our data-driven approach is constantly refined to find and engage motivated clients who have a need and desire to purchase life insurance.

Our system includes targeted direct mail and digital content that reaches homeowners. Interested individuals can respond through an online link, scanning a QR code on the direct mail piece, or by requesting a virtual appointment over Zoom to review their options. We do not engage in cold calling; only those who have requested information will be contacted. Our system is highly effective, enabling many of our advisors to earn over $120,000 in the first year, regardless of experience.

Client Fulfillment

As a client advisor, you will have access to our technology-driven CRM to connect with clients who have requested a consultation. The automation will schedule a virtual appointment from anywhere to help them apply for the best plan for their needs. The system will send a calendar event with a one-click link to connect for the virtual meeting. Our full-time advisors will connect with 10 to 15 families per week. We provide ongoing training and support for our advisor partners. Some of our advisors start on a part-time basis and gradually move to full-time.

In addition to generating client requests, we have created a Direct-to-Consumer platform for independent insurance advisors to leverage. This platform allows clients to purchase an insurance policy on their own, from their desktop, laptop, tablet, or smartphone.

The advisor who sends them to the site through a unique link receives the commission for the sale. Our client advisors earn income 24/7 by driving traffic from their network, social media, and clients who prefer to get coverage on their own time, while still meeting with other clients virtually. Now you can leverage InsurTech for yourself.

You as the client advisor have access to real-time dashboards for status updates on all applications, so you can track how your 24/7 storefront is performing. We are empowering our agents with leading-edge systems and technology.

Advisor Compensation

The average compensation is about $1,000 per issued client application. Our average full-time advisors will enroll at least five clients per week. Our top advisors will protect 15 to 20 clients per week. In addition to 1099/commission-based income, you will earn overrides, bonuses, residuals, and all-expense-paid incentive travel. You are vested from day one. You may qualify for equity incentives. You may qualify for an agency contract, which gives you full ownership of your permanent residual income stream.

Expectations

This position is remote and combines the freedom and tax benefits of being an independent contractor with the ongoing support and coaching from our team of experts who will help you every step of the way. You will be accountable for your activity and results. Rapid advancement into leadership is available. We are transforming the industry and will provide the training, coaching, and tools you need to be a part of this great transformation. You will bring your drive, vision for your future, and desire to make an impact in the lives of others.

Main Duties and Responsibilities

  • Be accountable for your activity and results, all done remotely
  • Attend live Zoom training sessions every week
  • Lead by example
  • Ask for help when you need it
  • Commit to personal growth and development
  • Attend national company events
  • Demonstrate high moral character with every interaction
  • Become a student of our business systems and methods

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