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: ability to build rapport, communicate complex ideas simply, listen well, follow up persistently.

• Self-motivated, disciplined; ability to manage time, leads and pipeline independently.

• Goal-oriented mindset with the ability to track metrics and drive to achieve them.

• Comfort with virtual sales tools and platforms (phone, video calls, digital quoting) as well as traditional sales methods.

• Ability to adapt to changing regulatory and market conditions.

Compensation & Earnings

• Highly competitive commission with NO CAP on earnings giving agents the potential to earn anywhere from $50,000 to over $250,000+ annually 

• Potential for bonuses, overrides, or leadership incentives (especially if building a team).

• Agents keep a large portion of commissions based on performance, product, and carrier arrangements.

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: Top performers may have opportunities for leadership roles, building teams or agencies.

What Makes You a Great Fit

• You’re ambitious, with a desire to own your income and grow it.

• You’re resilient and comfortable working in a performance-based role.

• You have good ethical standards and serve clients with integrity.

• You want continuous learning and appreciate coaching and feedback.

• You like helping people protect their families and financial futures.
  
  This is a Remote (work from home) position.