[Hiring] Insurance Client Solutions Consultant @Mims Financial Services

Role Description

Mims Financial Services is seeking motivated, client-focused professionals for a remote Life Insurance Sales Consultant opportunity. In this role, you will:

• Conduct phone and video consultations with prospective clients seeking information about insurance coverage.
• Ask questions to understand clients’ needs, priorities, and coverage objectives.
• Explain available life insurance and related products accurately and clearly.
• Present appropriate options from contracted insurance carriers, consistent with licensing requirements and company procedures.
• Follow up with prospective clients and assist with applications, underwriting requirements, and policy placement.
• Maintain accurate client records and activity notes in the company’s CRM.
• Provide timely, professional service throughout the application and placement process.
• Participate in relevant product training, professional development, and compliance education.
• Follow applicable insurance laws, carrier requirements, and company policies.

Qualifications

• An active state Life and Health insurance license, or willingness to obtain the license(s) required for the products and jurisdictions served.
• Strong verbal communication, listening, and relationship-building skills.
• Ability to explain insurance concepts in a clear, professional manner.
• A consultative sales approach and consistent follow-up habits.
• Strong organization, time management, and attention to detail.
• Comfort using CRM software, video conferencing, and other digital tools.
• Ability to work independently in a remote environment.
• Commitment to ethical sales practices, client privacy, and regulatory compliance.
• Previous insurance or financial services experience is welcome but not required. Candidates with transferable experience in sales, hospitality, education, customer service, or the military are encouraged to apply.

Requirements

• Commission-only compensation: Earnings are based on eligible sales and applicable commission agreements.
• No guaranteed income: This role does not provide a base salary, hourly wage, or guaranteed minimum earnings.
• Commission advances and renewal compensation: These may be available under applicable agency and carrier agreements; eligibility and terms vary.
• Performance-based opportunities: Commission levels or additional incentives may be available when specified production and quality requirements are met.
• Chargebacks: Commission reversals may apply to certain canceled or lapsed policies under applicable agreements.
• Business expenses: Contractors should review the applicable agreement to understand responsibility for licensing, training, technology, lead purchases, and other expenses before accepting the opportunity.

Benefits

• Access to relevant training, mentorship, and professional development resources.
• Opportunities to pursue additional responsibilities, including optional team development or leadership activities for those who meet applicable performance and eligibility requirements.

Company Description

Mims Financial Services, LLC helps individuals, families, and business owners explore insurance solutions designed to address their financial protection needs. The firm focuses on life insurance and related products, including mortgage protection, final expense coverage, Indexed Universal Life (IUL), and annuities.

We provide independent contractors with access to contracted insurance products, training, mentorship, and administrative resources to support their client relationships and professional development.