Job summary
Job post source
This job is directly from WealthWave
Job overview
The Insurance Sales role at WealthWave involves selling life insurance and annuity products while providing financial advice to clients to meet their needs.
Responsibilities and impact
The agent will advise clients, sell life policies and annuities, maintain and expand the client base through marketing, conduct needs analyses, assist with claims, and keep accurate records.
Compensation and benefits
This is a 1099 commission-based position with no specific salary or benefits mentioned.
Experience and skills
Candidates must have a degree or diploma in financial services or related fields, be licensed in their state, accredited with FINRA, and possess strong communication, analytical, customer service, and selling skills.
Job location and travel
This is a work-from-home position.
Company overview
WealthWave is a financial services company specializing in providing financial education, wealth management strategies, and business opportunities through a network marketing model. It operates under the mission of eradicating financial illiteracy by offering tools, resources, and mentorship to empower individuals in making informed financial decisions. Founded in 1992, the company generates revenue by selling financial products such as insurance, investments, and retirement solutions, often in partnership with major financial institutions. WealthWave emphasizes entrepreneurship, allowing its associates to build independent businesses while leveraging its training systems and branding. Candidates should note its focus on innovation in financial education and its commitment to fostering a culture of leadership and personal growth.
How to land this job
Position your resume to highlight your experience in life insurance sales, client advising, and intermediary services between clients and insurance companies, emphasizing your ability to analyze client needs and recommend appropriate products.
Focus on showcasing your customer service skills, ability to maintain and expand client bases through active marketing and social media, and your proficiency in handling claims and portfolio analysis.
Apply through multiple channels such as WealthWave's corporate website, LinkedIn job postings, and other reputable job boards to maximize your application visibility.
Connect with current WealthWave employees in the insurance sales division on LinkedIn; use ice breakers like complimenting their recent sales achievements, asking about their experience working remotely, or inquiring how they approach client needs analysis.
Optimize your resume for ATS by incorporating keywords from the job description such as 'life insurance agent,' 'client needs analysis,' 'customer service,' 'sales,' 'FINRA accredited,' and 'portfolio analysis' to ensure your resume passes initial screenings.
Use Jennie Johnson's Power Apply feature to automate tailored applications across multiple platforms, identify relevant LinkedIn connections for networking, and optimize your resume for ATS, allowing you to focus more on preparing for interviews and client interactions.
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