Licensed Life Insurance Advisor - Remote

Position Overview

Amplify helps people build wealth through life insurance. As a Life Insurance Advisor, you will assist clients in developing insurance plans that fit their personal goals and family needs. In this full‑time remote role, you’ll guide customers through their life insurance purchase—from explaining policy benefits and addressing questions to gathering application information—all while leveraging our cutting‑edge platform. At Amplify, we foster a culture of transparency, inclusiveness, support, and continuous learning.

Key Responsibilities

• Engage qualified, inbound leads 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 and explain their benefits within the context of customer needs.
• Educate clients on the basics of life insurance, Amplify’s process, and various policy options including Indexed Universal Life (IUL) & Variable Universal Life (VUL).
• Assist clients in customizing life insurance plans and illustrating scenarios.
• Gather client information to submit life insurance applications.
• Collaborate with case managers and delivery team members to drive customer conversion.
• Participate in team meetings and coaching sessions to refine sales techniques and workflows.

Required Qualifications

• 1+ years of telesales and outbound calling experience.
• 1+ years of experience as a life insurance agent with demonstrated success.
• Must have an Active Life Insurance License in at least 1 state.
• Experience with Universal Life Insurance, specifically Indexed Universal Life (IUL).
• Proficiency in using CRM, Powerdialer, and other sales tools.
• Strong communication skills with the ability to articulate complex topics succinctly.
• Basic understanding of finance.

Preferred Qualifications

• Familiarity with financial planning concepts and tax‑advantaged vehicles.
• Interest in working weekend shifts occasionally.
• Bilingual in English and Spanish.

Benefits & Perks

• Compensation: $37,400.00 - $110,000.00 per year with bonus opportunities and commission pay.
• 401(k) plan
• Dental insurance
• Health insurance
• Paid time off
• Parental leave
• Vision insurance
• Remote work opportunity