Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

Serve as a trusted advisor for individuals and families seeking life insurance and wealth-building solutions. Engage with qualified leads, conduct consultative sales, and guide clients through the sales process. Unlike traditional roles, you will not prospect or purchase leads, as Amplify provides a pipeline of qualified inbound opportunities. Develop and manage your own book of business, acting as the primary point of contact throughout the client journey. This role is ideal for motivated sales professionals who thrive in a performance-driven environment and enjoy helping clients achieve financial goals.

Responsibilities

Engage qualified inbound leads through outbound calls, SMS, and email.
Conduct consultative discovery conversations to understand client financial goals and needs.
Educate clients on life insurance concepts, including term life insurance, Indexed Universal Life (IUL), and Final Expense (FE) solutions.
Present personalized recommendations and illustrate how proposed solutions align with client objectives.
Guide clients through the application process and gather required information.
Consistently achieve or exceed individual sales and production goals.
Serve as the primary relationship manager for assigned clients throughout the sales and delivery process.
Maintain regular communication with clients during underwriting and policy delivery.
Proactively manage client expectations and ensure a high-quality customer experience.
Coordinate with case managers to address client questions and facilitate policy approval and delivery.
Conduct policy delivery appointments and review policy details with clients.
Ensure clients understand their policy structure, benefits, premium commitments, and long-term objectives.
Confirm successful policy delivery.
Identify opportunities for additional coverage, policy optimization, or future planning.
Foster long-term client relationships that drive retention and referrals.
Partner with case managers, operations teams, and leadership to improve client outcomes.
Participate actively in sales coaching, training sessions, and team meetings.
Maintain required insurance licensing and continuing education requirements.
Contribute feedback to improve sales processes, customer experience, and platform enhancements.
Maintain compliance with all applicable insurance regulations.
Follow company compliance, privacy, and data security policies.
Accurately document all client interactions in the CRM.
Ensure all disclosures and policy illustrations are presented in accordance with carrier and regulatory requirements.
Protect confidential client information.

Requirements

Active Life Insurance License in at least one U.S. state.
Must maintain all licenses, appointments, and continuing education requirements necessary to conduct business in assigned jurisdictions.
2+ years of consultative sales experience, preferably in life insurance, financial services, or a related industry.
Demonstrated success in a commission-driven sales environment.
Strong communication and relationship-building skills.
Experience conducting sales conversations via phone and virtual meetings.
Ability to explain complex financial concepts in a clear and understandable manner.
Experience utilizing CRM systems, sales technology, and productivity tools.
Self-motivated, organized, and goal-oriented.
Reliable high-speed internet connection.
Dedicated professional workspace free from distractions.
Ability to participate in video meetings.
Compliance with company technology and security requirements.

Skills

Consultative sales
Relationship building
Sales
Life insurance
Financial services
CRM systems
Sales technology
Productivity tools
Communication
Financial planning
Retirement planning
Wealth accumulation strategies
Indexed Universal Life (IUL)
Final Expense (FE)

Location

Remote in the United States

Work Type

Full-Time
Remote

Experience Level

2+ years of consultative sales experience

Education Level

Bachelor's degree

Salary/Compensations

Competitive base salary
Uncapped commission opportunity

Benefits

Health, dental, vision, and retirement benefits

About the Company

Amplify is transforming how families build wealth through life insurance.
We are the first direct-to-consumer platform focused on helping clients leverage life insurance as both a protection and wealth-building vehicle.
Through innovative technology and expert guidance, we make sophisticated financial strategies accessible, understandable, and actionable.
Our mission is simple: create value for our customers while they are alive and well.
We believe life insurance should do more than provide a death benefit—it should help families grow, protect, and access wealth throughout their lives.
Backed by leading venture capital firms, Amplify is modernizing the life insurance industry and building the future of financial protection and wealth accumulation.
At Amplify, you'll have the opportunity to help families protect their futures while building wealth through innovative financial solutions.
You'll join a collaborative team that values transparency, accountability, growth, and customer impact.
No cold calling
No purchased leads
Inbound lead model
Venture-backed growth company
Proprietary technology platform
Opportunity to build a recurring book of business

Equal Opportunity

Amplify is an Equal Opportunity Employer.
We celebrate diversity and are committed to creating an inclusive environment for all employees.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic under applicable law.