Remote Sales Agent

Company Overview The Cornerstone Group (“the Agent’s Company”) is a rapidly growing independent marketing organization (IMO) in the insurance and financial protection space.

We are committed to helping agents serve middle-income Americans with products like Final Expense, Mortgage Protection, Return of Premium Term Life Insurance, Income Protection (Fixed Indexed Annuities), Tax-Free Retirement via Indexed Universal Life, and more.

We emphasize agent training, carrier choice, virtual sales capabilities, and leadership development.  Position Summary As a Cornerstone Sales Agent, you will be helping families prepare for their worst days with insurance and financial protection products.

Utilizing leads, agent-friendly resources, carrier relationships, and training provided by The Cornerstone Group to build your own business.

The ideal candidate is self-motivated, entrepreneurial, goal-oriented, and skilled in consultative sales with a customer-focus.

Key Responsibilities Prospect new clients via direct outreach, referrals, networking, lead systems (e.g. direct mail responders), etc.  Understand and represent the full product suite :

• final expense, term life, return-of-premium, annuities, indexed universal life, mortgage protection, income protection, etc.  Meet with clients virtually or in-person to assess their needs, explain product options, recommend solutions, handle objections, and close sales.
• Maintain proper licensing and compliance as required by state and federal insurance / Government regulation.
• Use company provided tools, technology, and lead systems to manage pipeline, generate quotes, document client interactions, and track performance.  Participate in ongoing training, coaching, and performance improvement programs.
• Attend meetings, seminars, or events as needed.  Meet or exceed sales targets / performance metrics (e.g. quotas, revenue, number of policies sold).
• Maintain professional standards, client confidentiality, and ethical behavior at all times.
• Qualifications Valid insurance license(s) required ( or willingness to obtain ) in the states where you will sell.
• Previous experience in insurance sales, financial services, or similar consultative / commission-based sales roles preferred.

Strong interpersonal skills :

Benefits / Support Comprehensive training, including virtual and in-person options.  Access to a variety of carriers and product offerings to suit diverse client needs.  Lead generation support (e.g. direct mail responder leads) so you can focus on selling.  Technology tools / quote systems to help with efficiency.  Pathway for growth :