Company Overview
At Intuitive Life Financial, our mission is to build a team of compassionate, integrity-driven agents who are committed to serving the financial and insurance needs of middle-income families. Our licensed professionals offer customized solutions—including Indexed Universal Life (IUL) policies—focused on maximizing cash value and supporting tax-free growth. Clients can count on working with trusted advisors who are deeply committed to protecting their financial well-being and securing long-term peace of mind.
Our agents thrive in a collaborative and supportive environment. With access to comprehensive training, one-on-one mentorship, and proven success systems, team members are equipped to grow professionally while making a lasting impact on the families they serve.
Position Overview
Are you passionate about sales and ready to take your career to the next level? We’re seeking a driven and enthusiastic Outside Sales Representative to join our high-energy team and contribute to the expansion of our life insurance offerings. In this pivotal role, you’ll build strong client relationships, assess individual needs, and provide customized life insurance solutions. You’ll enjoy the freedom to work independently, engage with clients in diverse settings, and achieve your goals in a supportive, rewarding environment.
Key Responsibilities
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Lead Generation & Prospecting: Utilize our powerful lead generation platform that connects you with qualified prospects actively seeking life insurance—allowing you to focus on building relationships rather than finding leads.
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Client Needs Assessment: Conduct in-depth consultations to evaluate clients’ financial goals and insurance requirements, recommending appropriate life insurance options to meet their needs.
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Sales Presentations: Deliver persuasive and personalized presentations to individuals and groups, effectively communicating the value and features of our products.
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Relationship Management: Foster long-term client relationships by providing exceptional service and support. Perform follow-ups to ensure satisfaction and policy retention.
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Market Insights: Stay informed on industry trends, competitor offerings, and changing market conditions to position our solutions competitively and advise clients accordingly.
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Sales Reporting: Maintain accurate records of all sales activities, client engagements, and performance metrics. Submit regular reports for leadership review.
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Regulatory Compliance: Ensure all sales practices comply with industry regulations and internal policies, safeguarding client confidentiality and upholding ethical standards.
Qualifications
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Proven success in sales, preferably within the insurance or financial services industry
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Excellent interpersonal, communication, and relationship-building skills
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Strong presentation and negotiation abilities
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Self-driven with a results-oriented mindset and ability to work independently
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Willingness to travel within the assigned territory with flexible availability
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Valid driver’s license and reliable vehicle
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High school diploma or equivalent required; bachelor’s degree in business, finance, or a related field preferred
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Life insurance license (or ability to obtain one; licensing support provided)
Benefits
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Highly competitive commission and bonus structure—the most rewarding in the industry
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Monthly performance-based bonuses
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Annual residual income based on client anniversaries
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Comprehensive onboarding and ongoing training programs
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Supportive work culture with access to experienced mentors
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Clear pathways for professional growth and advancement