Note: The job is a remote job and is open to candidates in USA. The Semler Agency SFG is seeking motivated individuals to join their team and help families protect their financial future through education and customized insurance solutions. The role involves setting appointments, researching solutions, and meeting with families to present options and assist with applications.
Responsibilities
- Set Appointments (6–8 hrs/week) – Reach out to potential clients to schedule educational sessions
- Research Solutions (3–5 hrs/week) – Partner with your mentor to find and customize insurance products for clients
- Meet With Families (2–3 days/week) – Host Zoom or phone meetings, present options, answer questions, and help with applications
- CEO Time (2 hrs/week) – Follow up with carriers to ensure smooth application processing
Skills
- Motivated, independent, and goal-driven individuals
- Servant's heart who genuinely loves helping others
- Coachable and collaborative team player
- Entrepreneurial spirit with strong listening and communication skills
- Licensed in Life & Health Insurance (or willing to obtain—training provided)
Benefits
- Health, dental, and vision benefits available.
Company Overview
At Semler Agency, we help individuals and families find peace of mind through customized insurance protection, while mentoring mission-minded professionals to build profitable, remote-friendly careers in the financial services space. It was founded in 2022, and is headquartered in Hagerstown, MD, US, with a workforce of 11-50 employees. Its website is https://thesemleragency.com/working-with-symmetry.
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