Note: The job is a remote job and is open to candidates in USA. The Cornerstone Group is a rapidly growing independent marketing organization in the insurance and financial protection space. As a Cornerstone Sales Agent, you will help families prepare for their worst days with insurance and financial protection products, utilizing leads and training provided by the company to build your own business.
Responsibilities
- Prospect new clients via direct outreach, referrals, networking, lead systems (e.g., direct mail responders), etc
- Understand and represent the full product suite: final expense, term life, return-of-premium, annuities, indexed universal life, mortgage protection, income protection, etc
- Meet with clients virtually or in-person to assess their needs, explain product options, recommend solutions, handle objections, and close sales
- Maintain proper licensing and compliance as required by state and government regulations
- Use company-provided tools, technology, and lead systems to manage pipelines, generate quotes, document client interactions, and track performance
- Participate in ongoing training, coaching, and performance improvement programs. Attend meetings, seminars, or events as needed
- Meet or exceed sales targets/performance metrics (e.g. quotas, revenue, number of policies sold)
- Maintain professional standards, client confidentiality, and ethical behavior at all times
Skills
- Valid insurance license(s) required (or willingness to obtain) in the states where you will sell
- Strong interpersonal skills: ability to build rapport, communicate complex ideas, listen well, and follow up persistently
- Motivated, disciplined, and able to work leads and pipeline independently
- Goal-oriented mindset with the ability to track metrics and drive to achieve them
- Comfort with virtual sales tools and platforms (phone, video calls, digital quoting) as well as traditional sales methods
- Ability to adapt to changing regulatory and market conditions
- Previous experience in insurance sales, financial services, or similar consultative/commission-based sales roles
Benefits
- Comprehensive training, including virtual and in-person options.
- Access to a variety of carriers and product offerings to suit diverse client needs.
- Lead generation support (e.g., direct mail responder leads) so you can focus on selling.
- Technology tools/quote systems to help with efficiency.
- Pathway for growth: Top performers may have opportunities for leadership roles, building teams or agencies.
Company Overview