Licensed Agent
Full-Time W2 | Remote in the United States
About Amplify
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.
About the Role
You will serve as a trusted advisor to individuals and families seeking life insurance and wealth-building solutions. You will engage with qualified leads provided by Amplify, conduct consultative sales conversations, and guide clients through the entire sales process from initial discovery through policy delivery and activation.
Unlike many insurance sales positions, this is a full-time W-2 employee role. You will receive a guaranteed base salary, employee benefits, company-provided technology, training, and qualified inbound leads from Amplify. You will not be responsible for prospecting, purchasing leads, or operating your own business. Instead, you'll focus on educating clients, building relationships, and helping customers make informed financial decisions as a member of our sales team.
You will serve as the primary point of contact throughout the client journey. From needs analysis and policy design to policy delivery, you will own the client relationship and drive successful outcomes.
This role is ideal for highly motivated sales professionals who thrive in a performance-driven environment, enjoy helping clients achieve their financial goals, and are excited about combining technology, finance, and relationship-based selling.
What You'll Do
Client Acquisition & Sales
- Engage qualified inbound leads provided by Amplify through outbound calls, SMS, and email communications.
- Conduct consultative discovery conversations to understand each client's financial goals, family needs, risk tolerance, and wealth objectives.
- 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 all required information and documentation.
- Consistently achieve or exceed individual sales and production goals.
Client Relationship Management
- Serve as the primary relationship manager for assigned clients throughout the sales and delivery process.
- Maintain regular communication with clients as they progress through 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 timely policy approval and delivery.
Policy Delivery & Client Retention
- 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 discussions.
- Foster long-term client relationships that drive retention and referrals.
Collaboration & Professional Development
- 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.
Compliance and Documentation
- Maintain compliance with all applicable insurance regulations
- Follow company compliance, privacy, and data security policies
- Accurately document all client interaction in the CRM
- Ensure all disclosures and policy illustrations are presented in accordance with carrier and regulatory requirements
- Protect confidential client information
What We're Looking For
Required Qualifications
- 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.
Preferred Qualifications
- Active Life and Health Insurance licenses
- Experience with permanent life insurance products, including Indexed Universal Life (IUL).
- Familiarity with financial planning, retirement planning, and tax-advantaged wealth accumulation strategies.
- Bachelor's degree.
- Bilingual English/Spanish.
- Experience managing a book of business or ongoing client relationships.
Compensation
This is a full-time, W-2 employee position that includes a guaranteed base salary, commission eligibility, and a comprehensive employee benefits package. Compensation and classification may be modified as required to comply with state-specific wage and hour requirements.
This role receives a guaranteed base salary and is eligible to earn additional commission based on individual sales performance.
On-target earnings are generally expected to be approximately 150% of guaranteed base salary through commissions, although actual earnings vary based on individual performance and business results.
Remote Work Requirements
- Reliable high-speed internet connection
- Dedicated professional workspace free from distractions
- Ability to participate in video meetings
- Compliance with company technology and security requirements
This role is expected to spend the majority of their working time engaged in sales activities, including client consultations, needs analysis, product recommendations, policy placement, policy delivery, and other revenue-generating customer interactions. This position requires availability during designated business hours and may require occasional evenings and weekend appointments to accommodate client schedules.
Amplify offers:
- Full-time W-2 employment
- Competitive guaranteed base salary
- Commission incentive program
- Company-provided inbound leads
- Comprehensive paid training and ongoing coaching
- Fully remote work environment
- Health, dental, vision, and retirement benefits
- Paid time off and company holidays
- Company-provided technology and tools
- Career growth opportunities
Why Join Amplify?
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 purchasing leads
- Company-provided qualified inbound opportunities
- Collaborative, team-based sales environment
- Modern technology platform
- Opportunity to develop long-term client relationships
If you're looking for a full-time career where you can build meaningful client relationships, grow professionally, and help families protect their financial futures while working as part of a collaborative team, we'd love to hear from you.
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. Nothing in this job description constitutes a contract of employment. Employment with Amplify is at-will except where otherwise prohibited by applicable law.
Pay: $50,000.00 - $200,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Disability insurance
- Health insurance
- Paid time off
- Parental leave
- Vision insurance
- Work from home
Work Location: Remote
