Licenced Insurance Agent (Remote)

About the job

Who We Are:

WI CANOPY Agency is an independent insurance broker and technology company that is transforming the industry. We have developed an automated underwriting process that allows us to issue policies in less than one minute. We are one of the top distributors of digital life insurance policies in the country. We are the only organization in the industry that owns both the technology platform and the distribution channels.

Responsibilities:

The position we are seeking is for an Insurance Sales Agent. You will be provided leads as well as responsible for pursuing business on your own. We offer a very work friendly environment and are looking for an agent that works well with the public.The position requires a self-starter. Agents that are looking for a career home are the best fit for our agency.

Client Acquisition and Fulfillment:

We have our own in-house marketing team that generates over 20,000 new client requests per week, exclusively for our advisors.

As a Sales Agent you will have access to our technology driven CRM to connect with clients who have requested a consultation, the automation will set a virtual appointment from home or anywhere to help them apply for the best plan for their needs. The system will send a calendar event with a one-click link to connect for the virtual meeting.

Our full-time advisors will connect with 10 to 15 families per week. We provide ongoing training and support for our advisor partners. Some of our advisors start on a part-time basis and gradually move to full-time.

In addition to generating client requests, we offer a Direct-to-Consumer platform for independent insurance advisors to leverage. A Direct-to-Consumer platform allows clients to buy an insurance policy on their own, from their desktop, laptop, tablet, or smartphone.

You will have access to real-time dashboards for status updates on all applications so that you can track how your 24/7 storefront is performing. We are empowering our agents with leading-edge systems and technology.

Compensation:

The average compensation is about $1,000 per issued client application. Our average full-time advisors will enroll at least five clients per week. Our top advisors will protect 15 to 20 clients per week. In addition to commissions, you will earn overrides, bonuses, residuals, and all-expense-paid incentive travel. You are vested from day one. You may qualify for equity incentives. You may qualify for an agency contract, which gives you full ownership of your permanent residual income stream.

$100,000 - $125,000 (average first year)

Expectations:

This position combines the freedom and tax benefits of being an independent contractor with the ongoing support and coaching from our team of experts who will help you every step of the way. You will be accountable for your activity and results. Rapid advancement into leadership is available. We are transforming the industry and we will provide the training, coaching, and tools you need to be a part of this great transformation. You will bring your drive, vision for your future, and desire to make an impact in the lives of others.

Main Duties and Responsibilities:

• Insurance experience preferred
• Highly ethical and customer service oriented to build trust with clients
• Desire to achieve success both for yourself and others
• Lead by example
• Commit to personal growth and development
• Be Accountable for your activity and results
• Attend live zoom training sessions every week
• Strong interpersonal and communication skills
• Attend national company events
• Ask for help when you need it
• Insurance License (or ability to obtain License within 2 months) required
• Positive and friendly attitude

Training, Coaching, and Support:

At The WI CANOPY Agency, we are selective; and are only seeking talent that is eager to learn and succeed. Our goal is to train, coach and support motivated individuals who desire something better for themselves, and their business.

Your will have priority access to:

• Client self-service quote tools, chat bots, and services
• Real time, high intention leads exclusive only the our Agents
• Automated multi-channel CRM, notifications, and scripts; and tools
• Top training curriculum on variety of subjects curated for your success (products, sales, marketing, other)
• Access to 30+ top-rated insurance carriers, covering virtually all customer requirements (if they qualify)
• Access to one-on-one coaching and mentoring
• Digital products (proprietary to our Agency) exclusive only to our Agents
• Weekly check-ins and huddles with top performing Producers
• High income & value platform, e.g. IUL/Tax Free Retirement Account, Debt Free Life, and Fixed Index Annuities