Real Estate & Mortgage Pros — Remote Life Insurance Agent (1099)

Mequon, WI's affluent professionals and semi-retired executives often have sophisticated financial portfolios and strong referral networks—and many are asking the right questions about life insurance protection. Shipley Legacy Group — founded by Anissa and Joe Shipley after losing close family members without enough coverage — is looking for former real estate agents, loan officers, and mortgage brokers ready to apply their trust-building skills to life insurance in this market. This is a 100% remote, work-from-home position serving the Mequon, WI area, with a commission-based 1099 structure.

What you'll actually do

• Contact prospective clients to schedule and hold coverage conversations
• Learn each client's situation and explain available life insurance options clearly
• Help clients complete applications and follow each case through underwriting
• Manage your own pipeline and daily schedule from home
• Use available scripts and call reviews to sharpen your approach over time
• Tap into a 1:1 mentor when you run into a tricky case or need a second opinion

Who this is a fit for

• Former real estate agents, loan officers, or mortgage brokers open to a new product line
• People already comfortable with commission-only income who don't need a salary to feel stable
• Self-starters who can manage follow-through without someone looking over their shoulder
• Currently licensed in life insurance — or willing to obtain a license before selling
• Anyone who genuinely wants to help families protect what they've built

What we provide

• Direct carrier appointments available once you're licensed and appointed
• 1:1 mentor access and a weekly team call available through Shipley Legacy Group's 17-agent team
• Scripts, call reviews, and free ongoing training available to agents who want them
• Underwriting advocacy available when a case needs extra attention

The honest part

This is 100% commission-based 1099 work — no base pay, no salary, no guaranteed income. If you need a steady paycheck while getting started, this isn't the right fit right now. If you're ready to learn more, reach out to Shipley Legacy Group and let's have a straight conversation about what the work actually looks like.

Ready to serve Mequon and the greater Milwaukee area with protection that matters? Contact Shipley Legacy Group today.