Job summary
Job post source
This job is directly from WealthWave
Job overview
The Insurance Agent role at WealthWave involves selling life insurance policies and annuities while providing financial advice and customer service to clients remotely.
Responsibilities and impact
The agent will advise clients on insurance products, act as an intermediary between clients and insurance companies, maintain and grow the client base through marketing and social media, conduct needs analyses, assist with claims, and keep records.
Compensation and benefits
The position is 1099 commission-based 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 by FINRA, and possess strong communication, analytical, customer service, and sales skills.
Work environment and culture
The job is work-from-home, implying a remote work environment focused on independent client management and marketing.
Job location and travel
This is a remote, work-from-home position.
Unique job features
The role emphasizes independent work with client acquisition through active marketing and social media, differentiating it from traditional insurance agent roles.
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 licensing credentials, FINRA accreditation, and any financial services education or diplomas you hold, as these are key requirements for the Insurance Agent role at WealthWave.
Emphasize your communication skills, customer service excellence, and ability to conduct thorough needs analyses and portfolio recommendations, aligning closely with the job responsibilities.
Apply through multiple internet platforms such as WealthWave's official corporate website, LinkedIn job postings, and reputable insurance career boards to maximize your chances of visibility.
Connect with current WealthWave Insurance Agents or team members on LinkedIn, using ice breakers like commenting on their recent client success stories or asking about their experience with WealthWave's training programs.
Optimize your resume for ATS by incorporating keywords from the job description such as 'life insurance agent,' 'client needs analysis,' 'FINRA accredited,' 'customer service,' and 'portfolio recommendations' to ensure it passes automated screenings.
Utilize Jennie Johnson's Power Apply feature to automate tailored applications, discover multiple application portals, and identify LinkedIn contacts for networking, allowing you to focus your energy on preparing for interviews and enhancing your skill set.
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