• Build relationships and initiate new sales in assigned territories. • Sales includes selling estate, business, charitable and life insurance concepts and ideas with Advisors, assisting Advisors in selling these ideas and products to their clients, and assisting them through the life insurance underwriting process once the sale is made. • Meet with high net worth and ultra-high net worth clients of assigned advisors as a member of the Integrated Relationship Management (IRM) Team, providing expertise in the areas of insurance planning and risk management. • Assist planners in the development of financial plans in the areas of wealth transfer and business planning and intergenerational transfers • Responsible for the generation of life insurance revenue in these channels in the assigned region • Support IRM partners in the delivery of marketing programs tailored to client needs • Interface with support staff for the completion and placement of life insurance with clients

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Burk Agency is hiring motivated individuals ready to build income in a commission-based life insurance position. - No experience required. Training provided. - This opportunity is 100% commission-based and ideal for: - Service industry professionals - Career changers - Entrepreneurs - Self-starters If selected, you will receive instructions to schedule a phone interview promptly after applying. Apply today to see if this is the right fit. Qualifications - Motivated individuals - Willingness to learn and follow training Requirements - Ability to successfully follow and implement training and sales systems - Engagement with the lead system - Work ethic and effort Benefits - Fully remote - Flexible schedule - Uncapped commissions - Performance-based advancement - Supportive, family-owned culture Company Description 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 the insurance needs of the customers in the geographic areas in which you choose to work.

About Roamly Roamly is a leading provider of innovative, specialty insurance solutions purpose-built for the modern mobility and marketplace travel economy.  As a Lloyd's Coverholder and AI-first insurance innovator, Roamly delivers a robust platform, deep carrier partnerships, and an expanding ecosystem that empowers consumers, professional fleet owners, and marketplaces to unlock new revenue streams while reducing risk. Our technology harnesses AI, advanced automation, and embedded distribution to power tailored coverages for recreational vehicles, carsharing, and other emerging mobility models—covering everything from underwriting and claims to compliance, data analytics, and real-time risk management. Learn more at www.roamly.com. About the Role As a Bilingual Insurance Service Agent at Roamly, you will be a front-line hero for our adventurous community. You will be the core resource for educating customers on RV insurance and helping them with their policy needs. We are looking for a true "change agent"—someone who is excited to help build our processes and thrives in an environment of constant growth. Your work will be crucial in ensuring the best possible customer experience and will directly influence our product decisions and roadmap. Key Responsibilities - Effectively multitask while taking customer calls and handling email correspondence regarding billing questions, online payments, renewals, and cancellations in both English and Spanish. - Process incoming policy change requests from customers. - Review policy coverages and issue certificates of insurance, evidence of insurance, or binders. - Retain customers by overcoming objections to cancellation and providing effective solutions. - Upsell ancillary products such as roadside assistance, tire & wheel protection, and pet insurance. - Identify opportunities to cross-sell and transfer new business leads to the sales team.

• Engage with major P&C Carriers, identify and establish alignment between Duck Creek’s solutions and customer’s business drivers, and manage all aspects of sales cycles within an assigned set of accounts. • Teach high level prospective and current customers new and valuable solutions and how to compete in their market and translating that into a successful commercial relationship with Duck Creek. • Act as a team lead, and coach and mentor Sales Directors. • Responsible for winning a high level of new top tier business and develops existing accounts. • Act in the capacity of the sales expert for the team and support Senior Leadership in issues that impact design/selling success or address future concepts, products or technologies. • Create formal networks with key decision makers and serve as external spokesperson for the organization. • Build relationships with key influencers, develop business insight into and have informed opinions on future strategies of assigned accounts. • Play an active role in the onboarding / training of new Sales Directors. • Coach Sales Directors on Pipeline Creation and Management opportunities. • Develop and execute prospecting strategies to identify, qualify, pursue and close new business. • Secure and lead face-to-face meetings with business leaders and decision makers including “C” level executives within our target marketplace. • Develop, maintain, and grow an ongoing sales pipeline. • Maintain a thorough understanding of the Duck Creek consultative and solution selling process. • Deliver compelling customer presentations and proposals that expertly articulate the Duck Creek Value Proposition and how it supports the prospect’s strategic objectives. • Maintain current and accurate information on account status and sales activity in SalesForce.com. • Manage account development and opportunity pursuit process from initial assignment through close using Salesforce CRM. • Accurately forecast new bookings. • Develop and deploy strategies for securing new accounts. • Perform other related duties and activities as required.