• Build a business with unlimited earning potential as an Independent Insurance Agent. • Utilize cutting-edge CRM and automated systems to connect with interested clients. • Analyze client financial needs and match them with top-tier life and health insurance products. • Work without cold calling or prospecting, focusing on closing deals instead. • Schedule flexibility with world-class mentoring for success.

• Serve as a primary point of contact for clients, managing inbound and outbound communications • Efficiently resolve inquiries to ensure a seamless and positive customer experience • Connect with customers via phone/email/chat/social media to address their questions and/or concerns • Calmly attempt to resolve and de-escalate any issues • Track all call related information for auditing and reporting purposes

Role Description The New Business Phone Insurance Agent plays a vital role in expanding our policyholder community by: - Building business relationships - Generating referrals - Cultivating sales opportunities - Maintaining ongoing sales efforts This role is essential for promoting our products and services and strengthening partnerships with credit unions and clients. Qualifications - Heavy phone, cold calling & customer contact experience - Proven track record in sales - Insurance sales experience and/or licensing preferred - Ability to work flexible hours - Strong communication skills, both verbal and written - Proficiency with internet and email communication - Access to a reliable internet connection from a secure location - Coachable with a willingness to learn and adapt - Strong interpersonal skills and ability to work collaboratively with others - Excellent time management, organizational, and prioritization skills - High attention to detail - Consistently maintain a positive attitude and professional demeanor - Demonstrate ethical sales practices and ensure compliance with all relevant regulations Requirements - Ability to be successful with cold calls and overcoming objections - Maintain a valid insurance sales license and fulfill continuing education requirements as needed - Answer calls in a professional manner discussing incentive programs for the credit union and The Family Security Plan - Engage with credit union members through various channels to offer insurance products and services available through credit union membership - Drive referrals through existing and new business relationships - Qualify and close prospective members and recommend appropriate solutions for their insurance needs - Call and follow up on members through the appointment process and up sell opportunities - Accurately and thoroughly complete and submit insurance applications and documentation in accordance with company guidelines - Achieve and exceed monthly sales and retention objectives - Responsible to generate additional leads and families protected through prospect management, referrals and personal case development - Assess client and member needs to provide tailored insurance solutions that protect families and add value to credit union members - Close sales efficiently, ensuring all relevant paperwork is completed accurately and submitted to the appropriate credit union - Participate in weekly and monthly sales meetings as required by the regional manager or sales leader - Follow attendance and reporting procedures as directed by the regional manager - Consistently achieve daily PRO level sales and report total premiums, deductions, new members, and annual savings to credit unions, when applicable - Produce accurate, high-quality applications and documentation, submitting them per the manager’s schedule - Uphold and demonstrate PFP Core Values: Caring, Drive, Resilience, Integrity, and Passion Benefits - Base pay plus incentives, bonuses, profit share - Paid holidays and paid time off - Exotic award trips - Excellent benefits and paid training - Starting hourly rate of $28.21, increasing to $30.77 after 4 months and $33.33 after 8 months of active employment

Role Description Join Horace Mann and unlock your financial potential as an Exclusive Insurance Agent. We are here to support you in achieving your goals and making a meaningful difference in the lives of the educators who trust you. What We Offer: - Competitive, performance-based [1099] compensation with an industry-leading 48-month incentive package - Earning incentives tied to your activity and success during the first 48 months - Quarterly production incentives for the first 48 months, rewarding consistent performance - Dedicated Service Representative to handle client service work, allowing you to focus on building your business - Exclusive territory in a niche market designed to increase your opportunities for success - Cutting-edge technology and ongoing training to support and grow your operations - A comprehensive multiline product portfolio to meet a variety of client needs - Market and relationship-building programs to help you establish and grow your network - No external office required for 2 years Your Path to Success: - A commitment to identifying and implementing solutions that help educators achieve affordable insurance solutions and financial security - A focus on achieving market access and building strong relationships - The ability to confidently present products to both groups and individuals - Active engagement in networking, community, and industry events - A dedication to investing time and resources to ensure the long-term success of your business Qualifications - Strong interpersonal and business management skills to build and manage your agency - 2-5 years of experience in the insurance and financial services industry (preferred) - Resident State General Lines Insurance Licenses: - Life and Health Insurance License - Property and Casualty Insurance License - Ability to obtain FINRA Series 6 & 63 licenses (if applicable in your region) Company Description