Underwriter Trainee jobs in Albany, OR

We are looking for highly motivated, hard working, self starting individuals to join our sales force. Who are we? We are a Financial Services Agency partnered with Symmetry Financial Group. We provide our clients with financial planning through life insurance, retirement planning and much more. Our agents work from home and set their own schedule so we do have both part time and full time openings. 

What do we do day to day: Our agents are calling leads to book appointments, then preparing for their appointments consulting with uplines and life insurance carriers to prepare quotes. Our agents then meet back with the clients via phone or zoom to go over quotes with clients, and to assist clients through the application process. We don’t stop there though our agents also evaluate the needs and re-set their appointments with our in-house advanced markets specialist for additional client needs allowing  our agents to earn passive income. 

The relationship with our clients doesn’t stop here. Once you help a family with their life insurance needs they become clients for life.. This means our agents follow their applications through all the way from filling out the application, to getting application approved and delivered to client, then reviewing the policy with clients, and assisting their clients with further needs up to assisting their loved ones making the life insurance claims upon death. Ready to kickstart your life insurance career with the right company? Apply today to see if we are a good mutual fit for you.

*** This is a 1099 Commission Only Position ***

Job Duties

• Call prospects to schedule appointments.
• Prepare quotes with upline and carriers.
• Present Quotes to Clients.
• Assist clients with the application process.

Responsibilities

• Take leads on a weekly basis. Symmetry Financial has a lead system that our agents can invest in to ensure that you are sitting in front of fresh prospects weekly. Spending more time selling and less time prospecting.
• Consult openly and honestly with uplines and mentors.
• Maintain healthy relationships with clients, carriers, and uplines.
• Follow applications through to approval working with both the client and the carriers.
• Attend daily/weekly conference calls and meetings with mentors.
• Learn and implement our proven sales system for maximum profitability.

Qualifications

• Hard working and self motivated
• Coachable and willing to listen to and implement advice from mentors
• Sales experience is a plus but not required
• Already licensed in Life Insurance is a plus

Requirements

• Must be at least 18 years old,
• Must be currently living and authorized to work in the U.S.
• Must be a high school graduate or equivalent.
• Must have a State Approved Life Insurance License or be Willing to Obtain State Approved Life Insurance License.

Advancement

• Self paced Commission Raises per premium target goals and guidelines
• Self paced promotions and team growth per promotion guidelines
• Ability to scale and grow profitable business

Benefits

• Passive income opportunities
• 1st in class bonus system
• Trips and Incentives
• Top Quality Technology and Resources
• 1 on 1 Mentorship
• Access to Life and Health insurance options

• This is a REMOTE POSITION - work fully from home or wherever.