Part Time Life Insurance Advisor

Part-time | Remote Opportunity

About Amplify
Amplify helps people build wealth through life insurance. We are the first direct-to-consumer platform that offers life insurance investment products where customers can invest tax-efficiently through their life insurance and access it for anything they wish. We are trailblazing the life insurance industry, helping families protect their financial futures.

At Amplify, our mission is to add value to our customers’ lives while they are still alive and well. That goal starts with building a strong and collaborative team. We strive to cultivate an environment of transparency, inclusiveness, support, ownership, and growth.

We are working to make universal life insurance simple, efficient, and accessible for everyone. Backed by top venture capital firms including Crosslink, Anthemis Group, Greycroft, Transverse Asset Management, and Conversion Capital, we are growing fast and looking for driven individuals to help customers protect their loved ones and build wealth.

 

 

About the Role

As a Part-Time Life Insurance Advisor at Amplify, you will assist clients in developing an insurance plan that fits their personal goals and family needs. You will engage with customers who have completed our online needs assessment or started an application on our website, guiding them through their life insurance purchase journey.

Your goal will be to provide an exceptional customer experience — educating and supporting customers, answering questions, and helping gather information required to submit their applications. You’ll leverage our technology platform to generate customized plans that help families protect their future and grow wealth through universal life insurance policies (Indexed Universal Life "IUL" & Variable Universal Life "VUL") and term life products.

We are seeking experienced, motivated sales professionals who enjoy working in a structured, high-volume environment and want to continue developing their career as trusted advisors.

 

 

Work Schedule

This is a part-time position averaging 20 hours per week.
 You must be available to work during the following hours:

  • Monday – Friday: 2:00 PM – 5:00 PM PST / 5:00 PM – 8:00 PM EST

  • Saturday: 11:00 AM – 5:00 PM PST / 2:00 PM – 8:00 PM EST

Your specific schedule within these hours will be set by your manager.

 

 

Responsibilities

  • Engage qualified, inbound leads provided by Amplify via outbound calling

  • Answer customer questions via phone, SMS, and email

  • Understand and confirm customer needs through discovery

  • Leverage our platform to generate recommended plans and explain their benefits

  • Educate clients on life insurance basics, Amplify’s process, and when universal life insurance is suitable

  • Assist clients with customizing plans and illustrating potential scenarios

  • Gather client information needed to submit life insurance applications

  • Partner with case managers and delivery team members to ensure smooth customer conversion

  • Participate in team meetings and coaching sessions to continuously improve sales skills and workflows

 

 

Requirements

  • 1+ year of sales experience (telesales or outbound calling preferred)

  • 1+ year of experience as a licensed life insurance agent with proven success

  • Active Life Insurance License in at least one U.S. state, preferably your home state

  • Experience with Universal Life Insurance, particularly Indexed Universal Life (IUL)

  • Excellent communication skills and ability to explain complex topics clearly

  • Experience with CRM systems, power dialers, and digital sales tools

  • Self-motivated, goal-oriented, and proactive

  • Basic understanding of financial concepts

Preferred Qualifications

  • Familiarity with financial planning concepts and tax-advantaged products

  • Bilingual in English and Spanish

 

This part-time position may be eligible to transition to full-time based on business need and individual performance. This part time position is not eligible for benefits, PTO, or sick time.

 

 

About Amplify

Founded in 2019 by life insurance industry veterans, Amplify has been changing how people use life insurance to build wealth ever since. Previously, life insurance investment products were accessible only to the wealthiest 1%. With our innovative platform and expert advisors, Amplify is making them available to everyone.

Amplify provides an intelligent, digital customer journey with seamless policy customization, pre-underwriting, and in-force policy management. We are the first digital platform tackling the $70B permanent life insurance industry with a mission to bridge health and financial wealth.

Amplify is an equal opportunity employer. We value diversity and inclusivity and encourage applications from all qualified individuals regardless of race, color, religion, gender, sexual orientation, age, national origin, marital status, citizenship, disability, or veteran status.