Amplify Life Insurance · 2 months ago
Part Time Life Insurance Advisor
United States
Full-time, Part-time
Remote
Entry, Mid Level
$18/hr - $18/hr
1+ years expAmplify Life Insurance is a pioneering company in the life insurance industry, providing innovative investment products to help customers build wealth. As a Part-Time Life Insurance Advisor, you will assist clients in developing personalized insurance plans, ensuring a smooth application process while delivering exceptional customer service.
Financial ServicesFinTechInsuranceInsurTechLife Insurance
Responsibilities
Engage qualified, inbound leads provided by Amplify 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
Educate clients on life insurance basics, Amplify’s process, and when universal life insurance is suitable
Assist clients with customizing plans and illustrating potential scenarios
Gather client information needed to submit life insurance applications
Partner with case managers and delivery team members to ensure smooth customer conversion
Participate in team meetings and coaching sessions to continuously improve sales skills and workflows
Qualification
Required
1+ year of sales experience (telesales or outbound calling preferred)
1+ year of experience as a licensed life insurance agent with proven success
Active Life Insurance License in at least one U.S. state, preferably your home state
Experience with Universal Life Insurance, particularly Indexed Universal Life (IUL)
Excellent communication skills and ability to explain complex topics clearly
Experience with CRM systems, power dialers, and digital sales tools
Self-motivated, goal-oriented, and proactive
Basic understanding of financial concepts
Preferred
Familiarity with financial planning concepts and tax-advantaged products
Bilingual in English and Spanish
Company
Amplify Life Insurance
Amplify is a platform offering life insurance products, allowing customers to invest and access tax-free savings through their policies.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$51.29MKey Investors
Munich Re VenturesAnthemis
2025-12-30Series Unknown· $6.19M
2024-02-27Series B· $20M
2022-06-24Series A· $10.09M
Leadership Team
Skylar Marcum
VP of Product
Recent News
Private Equity Wire
2026-01-13
crosslinkcapital.com
2026-01-13
Company data provided by crunchbase