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

Pewaukee, WI residents and professionals in the greater Milwaukee area: The Freidin Agency is hiring a full-time IUL insurance sales professional who understands interest, risk, and long-term financial planning. This is a remote, work-from-home position serving clients in Pewaukee, WI and beyond. We're looking for organized career changers from finance or banking who are ready to do real work to get here.

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 grow in Pewaukee's financial advisory community? Apply now. The Freidin Agency reviews applications on a rolling basis.