Key responsibilities

1. Sell life insurance remotely. Contact warm leads by phone and video, assess each client's coverage needs, present suitable policies and close sales against monthly production targets.

2. Lead and coach a small agent team. Run daily check-ins and weekly one-on-ones, shadow calls, give feedback and help 2–5 new agents reach their first-90-day sales goals.

3. Manage the pipeline and CRM. Log every contact, follow-up and application in the CRM, and keep your own and your team's pipeline accurate and current.

4. Guide clients through underwriting. Complete applications, coordinate medical exams and paperwork with carriers, and keep clients informed until each policy is issued and delivered.

5. Uphold compliance and report results. Follow state insurance regulations and carrier guidelines, review team activity for compliance, and report weekly sales metrics to the Regional Sales Manager.

Qualities we're looking for

1. Self-motivated. You stay productive and on schedule without in-person supervision.

2. Resilient. You handle rejection calmly and keep a steady call volume through slow weeks.

3. Empathetic. You listen first and treat each client's family and financial situation with care.

4. Integrity-driven. You recommend only what fits the client and never cut corners on compliance.

5. Supportive leader. You take pride in helping new agents grow and celebrate their wins as your own.

Desired skills

1. Consultative selling. Uncovering needs through questions, handling objections and closing with confidence.

2. Remote communication. Building rapport quickly over phone, video and email, with clear and professional writing.

3. Coaching and team leadership. Running one-on-ones, giving constructive feedback and motivating agents toward targets.

4. Product knowledge. Explaining term, accidental, and whole life coverage, riders and beneficiary options in plain language.

5. CRM and sales technology. Working confidently in a CRM (e.g. Salesforce or HubSpot), dialers, e-signature tools and video platforms like Zoom.

Lifetime Renewals, Stock Options, dental, Life insurance policy, AAA, reimbursed health insurance (upon qualification)

Fisher Organization is a dedicated sales team focused on helping individuals and families achieve lasting financial security. Guided by our core values—building relationships, personal and professional growth, integrity, and commitment—we strive to serve every client with care and expertise. Our experienced professionals are passionate about making a positive difference in the lives of those we serve.

At Fisher Organization, we provide tailored life insurance solutions to match each client’s unique needs. We believe in building strong, long-term relationships and guiding our clients through every step of the decision-making process. With a focus on integrity and commitment, we offer clear information, professional service, and ongoing support—empowering clients to protect what matters most with confidence.