Life & Annuity Sales Agent Job at MeridianLight, Charlotte, NC

  • MeridianLight
  • Charlotte, NC

Job Description

Job Description

Life & Annuity Sales Agent – Pre-Set Client Appointments

MeridianLight is seeking motivated sales professionals who want to spend more time meeting with qualified prospects and less time generating their own leads.

This is a 100% remote, commission-based 1099 opportunity working with teachers, public employees, and other individuals seeking help with retirement income, protection, and insurance planning.

MeridianLight provides access to pre-set client appointments and a structured sales process designed to help representatives focus on client conversations, education, and closing business.

Compensation

  • Commission Levels: 70% – 90%
  • Typical Commission per Issued Sale: approximately $2,000 – $3,000+
  • High-Producing Representatives: may earn $10,000 – $25,000+ per month
  • Compensation is performance-based and varies by production, product mix, carrier compensation, and issued business.

What MeridianLight Provides

  • Pre-set client appointment opportunities
  • No traditional cold calling required for company-provided appointments
  • 100% remote work environment
  • Flexible scheduling
  • Structured onboarding and training
  • Ongoing mentorship and sales support
  • CRM and technology tools
  • Access to multiple insurance carriers
  • Career growth and advancement opportunities

What You’ll Do

  • Meet with prospective clients through virtual appointments
  • Conduct retirement and insurance needs discussions
  • Educate clients on life insurance, Indexed Universal Life, annuity, and income-protection solutions
  • Help clients understand available options and make informed decisions
  • Maintain professional follow-up with prospective clients
  • Document activity and client progress within the CRM
  • Follow MeridianLight sales and compliance processes

Ideal Candidate

  • Strong communication and interpersonal skills
  • Comfortable presenting and closing remotely
  • Self-motivated and goal-oriented
  • Coachable and willing to follow a structured sales process
  • Reliable, professional, and organized
  • Interested in building a long-term career in insurance and financial services

Requirements

  • Active life insurance license preferred
  • Candidates willing to obtain the appropriate life insurance license before conducting insurance business may also be considered
  • Ability to work independently in a remote environment
  • Reliable internet connection and virtual meeting capability
  • Willingness to complete required onboarding and training

Additional Information

This is an independent contractor (1099), performance-based opportunity. Representatives are compensated through commissions on eligible issued business.

MeridianLight provides training, technology, mentorship, and access to pre-set appointment opportunities. Individual results vary, and no specific level of income is guaranteed.

Job Tags

Full time, For contractors, Remote work, Flexible hours

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