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Licensed Financial Representative
Amplify Life Insurance · San Francisco, CA
Pay
Not listed
Setting
On-site
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Financial Representative
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Full-Time | Remote in the United States
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About Amplify
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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.
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About the Role
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As a Financial Representative, 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 traditional insurance sales roles, you will not be
responsible for prospecting or purchasing leads. Amplify provides
a pipeline of qualified inbound opportunities, allowing you to
focus on what you do best: educating clients, building
relationships, and helping customers make informed financial
decisions.
You will develop and manage your own book of business, serving 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.
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What You'll Do
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Client Acquisition & Sales
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* 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.
Book of Business Management
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* 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
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* 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
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* 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
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* 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
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What We're Looking For
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Required Qualifications
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* 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
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* 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.
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Compensation
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This position is designed as an exempt role and is compensated
through a combination of base salary and commissions. This
position is intended to qualify for applicable sales-related
exemptions under federal and state law where permitted.
Compensation and classification may be modified as required to
comply with state-specific wage and hour requirements.
* Base salary is subject to adjustment as needed to comply with
applicable state and local wage and hour requirements.
* Financial Representatives are eligible to earn substantial
commission income through policy placements and client
conversions.
* The compensation structure is designed such that the majority
of earnings are expected to be derived from commissions.
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
Financial Representatives are 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:
* Competitive base salary
* Uncapped commission opportunity
* Exclusive inbound leads
* Comprehensive training and coaching
* Fully remote work environment
* Career growth opportunities
* Health, dental, vision, and retirement benefits
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Why Join Amplify?
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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 purchased leads
* Inbound lead model
* Venture-backed growth company
* Proprietary technology platform
* Opportunity to build a recurring book of business
If you're looking for an opportunity to build meaningful client
relationships, maximize your earning potential, and help shape
the future of life insurance, 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.
Listed by Amplify Life Insurance for a position based in the United States. Employers on this board attest they are hiring domestically.
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