• Executing requests from financial institutions and investors pertaining to capital planning and deployment • Leading internal and external facing projects while meeting deadlines while escalating challenging situations as needed • Analyzing data and transforming it into actionable strategies for investors through clear communication and subject matter expertise • Escalating priorities to meet implementation goals • Interfacing directly with cross functional internal partners (engineering, product, compliance, legal, finance, servicing, analytics) to solve problems, implement new features on our investor platform, and communicate changes to investors • Constantly improving the investor experience by engaging in a continuous improvement mindset with an eye for automation and process improvement

• Build and maintain strong relationships with clients as their primary point of contact for all insurance matters. • Evaluate clients' insurance needs through comprehensive interviews and understanding their unique circumstances. • Provide personalized insurance recommendations based on clients' specific requirements and financial goals. • Educate clients on the different types of life insurance policies and their features, benefits, and limitations. • Assist clients in completing insurance applications and gather the necessary documentation. • Follow up with clients regularly to review their policies, address any concerns, and make adjustments as needed. • Collaborate with insurance carriers and underwriters to negotiate favorable terms for clients' policies.

• Review auto insurance estimates for accuracy of part identification, repair vs. replace decisions, labor charges, photo quality, and documentation of files. • Verify compliance with program mandates, such as parts usage, labor rates, allowed operations, etc. • Provide feedback and coaching to appraisers based on review findings to improve program compliance and store appraiser development/retention. • Improve store profitability and ARO. • Balance multiple priorities, demonstrate proficient technical skills for handling client responsibilities, and deliver a high-quality work product. • Demonstrate an understanding of professional and industry standards and practices.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description We’re hiring motivated, disciplined, and goal-driven individuals to join our high-performing life insurance sales team. Whether you’re an experienced closer or brand-new to sales, we provide the leads, training, mentorship, and systems you need to succeed. - Get licensed (we’ll guide you through the process if you’re new). - Meet with clients virtually or in-person to assess their needs. - Present customized life insurance solutions. - Close sales, celebrate wins, and build long-term client relationships. Qualifications - Strong communication skills & a self-driven mindset. - Ability to work independently and manage your own schedule. - No prior experience required—we’ll train you! - Reliable internet and phone access. Requirements - Uncapped earnings – 100% commission with no ceiling. The harder you work, the more you earn. - Work remotely – Run your business from home or on the go. - No cold calling – We connect you with qualified leads actively looking for coverage. - Flexible schedule – Be your own boss, set your own hours. - Training & mentorship – Proven scripts, tools, and one-on-one support to help you win fast. - Growth opportunities – Leadership roles available based on performance, not tenure. Benefits - Uncapped commissions + performance bonuses. - Residual income on policy renewals. - Fast-track promotions & leadership opportunities. - Ongoing training & professional development. Company Description Ready to launch a career where you control your income and future? Apply today and start building the lifestyle you deserve. Please make sure you watch our overview video here: Overview Video