Job Description

Job Title: Life Insurance Consultant (Entry to Mid-Level)  

Location: Cornelius, NC  

Employment Type: Full-Time

WHO WE ARE: Financial Independence Group (FIG) is one of the nation’s largest Finance and Insurance Marketing Organizations (FMO & IMO), supplying products and services to financial professionals in all 50 states.

We’re proud to support a culture built on integrity, accountability, and continuous improvement—for our team, our partners, and the advisors we serve.

POSITION OVERVIEW: We are seeking a motivated, early-career professional to join one of our Private Client Groups as a Life Insurance Consultant . This hybrid role blends operational responsibilities with opportunities for sales support and product positioning . It is ideal for someone looking to grow their career in the financial services or insurance industry while learning from an experienced and collaborative team.

As a Life Insurance Consultant, you will help assist in presenting tailored life insurance solutions, onboard and support independent insurance agents, and process key administrative tasks.

WHAT YOU’LL DO:

Operational Responsibilities:

• Assist with onboarding and contracting for new agents
• Support case management efforts: application tracking, follow-ups, and communication with carriers
• Maintain accurate records in the CRM and ensure documentation is up to date

Sales & Support Responsibilities:

• Help prepare life insurance illustrations and proposals
• Learn and apply basic product knowledge to help agents position solutions for their clients
• Collaborate with senior consultants to respond to agent inquiries and assist in growing agent relationships
• Provide exceptional service and build trust with both new and existing agents

WHAT WE’RE LOOKING FOR:

• Interest in the life insurance or financial services industry
• Strong communication skills—both verbal and written
• Detail-oriented, organized, and willing to take ownership of responsibilities
• Comfortable with Microsoft Office and willing to learn internal systems (CRM, illustration tools, etc.)
• A team-first attitude with a proactive approach to problem-solving
• Ability to thrive in a fast-paced, evolving environment

PREFERRED BUT NOT REQUIRED:

• Bachelor’s degree or relevant experience
• Life and Health license (or willingness to obtain)
• Exposure to life insurance products, case management, or CRM systems is a plus

WHY JOIN FIG?

• Hands-on training and mentoring from industry experts
• Room to grow into more consultative or leadership roles over time
• A supportive, values-driven culture
• Competitive benefits and compensation package

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