Full-Time Remote: IUL Sales for Career Changers from Finance or Banking

Amherst, MA: You understand interest, risk, and long-term financial planning, and you're ready to put that expertise to work in a new field. This is a remote, work-from-home position serving the Amherst, MA area. The Freidin Agency is looking for organized career changers from finance or banking who are ready to do real work to get here — building a full-time, 100% commission-based 1099 practice around indexed universal life (IUL) insurance.

What you'll actually do

• Contact clients interested in IUL as a long-term coverage and financial planning tool
• Schedule consultations and walk through policy structure, premiums, and mechanics honestly
• Compare options across 30 represented carriers to match each client to the right policy
• Help clients complete applications and track each case through underwriting to issue
• Keep a clean, organized pipeline — IUL involves longer conversations and more follow-up
• Join weekly team calls and work with a 1:1 mentor during your ramp-up period

Who this is a fit for

• Career changers from banking, financial services, or accounting ready to apply that background
• People comfortable explaining a product that takes more than five minutes to understand
• Organized adults who can manage a full-time pipeline without being micromanaged
• Those ready to spend weeks 1–2 getting a state insurance license before selling
• Professionals who prefer careful advising over quick closes — IUL clients ask hard questions
• People who put the client's long-term interest ahead of the size of the commission

What we provide

• CRM access available through The Freidin Agency
• A 1:1 mentor and weekly team calls from your very first week
• Ride-alongs with experienced agents during your ramp-up period
• 30 represented carriers so you can honestly match each client to the right product

The honest part

This is 100% commission-based, 1099 independent-contractor work — no salary, no guaranteed pay. IUL requires more learning and longer conversations than simpler products. If you're not willing to put in that full-time work, this isn't the right fit. If you are, The Freidin Agency — built on putting the customer before the commission — is a straightforward place to build.

Ready to bring your financial background to insurance in the Amherst area? Apply now or reach out with questions about the role, licensing, or ramp-up timeline.