Financial Services Professional jobs in United States
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SureFit Financial · 1 day ago

Financial Services Professional

SureFit Financial is a company that launched the first-of-its-kind POD System for licensed life insurance agents. They are seeking experienced producers for a fully remote life insurance sales role focused on client consultations and solution-based selling.

Financial Services

Responsibilities

Run virtual and phone appointments (inbound and outbound)
Conduct comprehensive needs assessments
Present customized life insurance and annuity solutions
Submit applications within 24–48 hours
Maintain compliance, accuracy, and professionalism

Qualification

Active LifeHealth Insurance LicenseRecent production historyAnnuitiesRetirement planningProfessionalismDependabilityCoachable

Required

Active Life and Health Insurance License (required)
Recent production history in life insurance and/or annuities
Professional, dependable, and coachable
Authorized to work in the United States

Preferred

Experience with annuities, retirement planning, or advanced markets

Benefits

Flexible scheduling
Fully remote / work-from-home
Structured systems and operational support

Company

SureFit Financial

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SureFit Financial works alongside you to plan for the future, protect what you’ve built, and make informed financial decisions along the way.

Funding

Current Stage
Early Stage
Company data provided by crunchbase