Sales Consultant
Posted
Shipley Legacy Group is hiring licensed life insurance agents in the Medford, MA area to sell remotely across a portfolio of direct carrier appointments, with no production quotas set by the agency. This is a remote, work-from-home position. The role suits active producers who want carrier variety and the freedom to build a practice around client needs rather than minimums.
What you'll do- Reach out to people who have already expressed interest in coverage and schedule remote appointments by phone or video
- Learn each client's situation — their family, budget, and goals — before presenting any option
- Quote across multiple carriers and walk clients through the differences between coverage choices in plain terms
- Complete applications together with clients using carrier e-app and quoting platforms
- Follow each case through underwriting and keep clients informed while their application is pending
- Log conversations, follow-up tasks, and case status in the agency CRM as work happens
- Draw on scripts, call reviews, and a weekly team call available through Shipley Legacy Group
- Stay current on carrier guidelines, product updates, and the compliance standards that govern your state license
- Active state life insurance license — required before placing any business
- Hands-on experience with at least one life insurance product line: term, whole life, final expense, or similar
- Comfortable navigating carrier portals, quoting tools, and web-based CRM platforms
- Disciplined follow-up habits and experience managing your own case pipeline from application to issue
- Able to explain policy terms and underwriting requirements clearly to clients who are not industry insiders
- Reliable computer, dedicated phone, and consistent internet for 100% remote work
- Self-directed — you manage your own schedule and hold yourself accountable to your activity
- Direct carrier appointments across multiple carriers through Shipley Legacy Group — no agency-imposed production minimums
- 1:1 mentorship and underwriting advocacy available when a case needs it
- Scripts, call reviews, and a weekly team call available to every agent on the team
- Free ongoing training across product lines and carriers — not a one-time onboarding
- A 17-agent team with six years in business, founded by Anissa and Joe Shipley after personal losses showed them how much coverage gaps cost real families
This is a 1099 independent contractor opportunity with Shipley Legacy Group. Compensation is commission-based. No salary or hourly pay is provided. Earnings depend on individual production. Licensed producers looking for carrier flexibility and a straightforward support structure are encouraged to apply.