Job Description: Job description
Who We Are:
Destined Financial Group is a growing financial services organization focused on helping individuals and families protect what matters most through life insurance and financial protection solutions. We believe financial services should be built around education, transparency, and relationships. Our team works with clients to understand their needs, explain available options, and help them make informed decisions about protecting themselves and their families. We are also focused on developing motivated individuals who want to strengthen their sales, communication, leadership, and business skills while building a career in financial services.
The Opportunity:
We are looking for motivated, coachable individuals to join our team as Financial Protection Specialists.
In this role, you will connect with prospective clients, identify their financial protection needs, and help them explore appropriate life insurance solutions.
This is an opportunity for someone who enjoys working with people, wants to develop professionally, and is comfortable being rewarded based on performance.
No previous insurance experience is required. Training, mentorship, and ongoing development are provided.
What You’ll Do:- Connect with prospective clients through phone, video, and digital communication
- Work with leads and develop new client relationships
- Conduct client consultations to understand their needs and goals
- Educate clients on life insurance and financial protection options
- Present solutions based on each client's individual situation
- Assist clients throughout the application process
- Maintain accurate client and follow up information
- Participate in ongoing sales, product, and professional development training
- Work toward individual production and performance goals
- Develop skills in sales, communication, leadership, and business development
Who We’re Looking ForYou do not need previous insurance experience to be considered.
We are looking for individuals who are:
Motivated and willing to learn
Coachable and open to feedback
Confident communicating with new people
Professional and dependable
Organized and able to manage their own schedule
Comfortable working independently
Goal oriented and competitive
Interested in sales, entrepreneurship, financial services, or business
Able to communicate clearly over the phone and through video
Willing to develop strong client relationships
Qualifications:- High school diploma or equivalent required
- College students, recent graduates, and experienced professionals are welcome to apply
- Previous experience in sales, customer service, business development, or financial services is helpful but not required
- Ability to obtain the appropriate state life insurance license
- Must have legal authorization to work in the United States
- Reliable internet, computer, and phone access
- Training & Development
- New team members receive training covering:
- Sales and communication
- Client needs analysis
- Life insurance fundamentals
- Product education
- Client relationship management
- Compliance and ethical sales practices
- Business development
- Leadership and professional development
- CompensationCommission based / performance based compensation
There is no guaranteed salary or hourly wage. Earnings vary based on individual production and performance.
This structure provides individuals with the ability to directly influence their income based on their results.
Work Environment
RemoteFull time opportunity
Flexible working environment with individual accountability and performance expectations.
Licensing:
This position involves the sale of life insurance products. Individuals must obtain the appropriate state insurance license before conducting insurance business.
Candidates who are not currently licensed may be provided guidance on the licensing process.
Why Destined Financial Group?
We are building an environment for individuals who want more than simply another job.
Our goal is to help team members develop valuable skills, create opportunities for themselves, and potentially grow into leadership and business development positions as the organization expands.
If you are ambitious, willing to learn, and looking for an opportunity where your growth is directly connected to your effort and performance, we would like to hear from you.
