Triumphant Financial Group · Sales Manager
Benefits
Are you looking for more than a traditional 9-to-5 job? Are you motivated, coachable, and looking for an opportunity where your income and growth are directly connected to your effort?
We are looking for driven professionals to join our team as Field Underwriters. In this role, you’ll help individuals, families, and small-business owners understand their life insurance options and protect the people and assets that matter most.
You’ll meet with clients virtually or in person, learn about their goals, financial priorities, and budget, and help identify appropriate life insurance solutions from multiple carriers. You’ll also guide clients through the application and underwriting process while maintaining the highest standards of professionalism, accuracy, ethics, and compliance.
This is a 1099 independent contractor opportunity designed for someone who wants flexibility, personal accountability, and the opportunity to build a long-term career.
WHAT YOU’LL DO
• Meet with prospective clients virtually or in person
• Learn about clients’ financial goals, family responsibilities, and protection needs
• Educate clients about life insurance options in a clear, professional manner
• Compare solutions from multiple insurance carriers
• Help clients determine appropriate coverage based on their needs and budget
• Assist clients throughout the application and underwriting process
• Maintain accurate client records and consistent follow-up
• Build and manage your pipeline using our CRM system
• Develop long-term client relationships and referral opportunities
• Follow all applicable insurance regulations, carrier guidelines, and ethical standards
WHAT WE PROVIDE
You will not be expected to figure everything out on your own. We provide the training, systems, technology, and mentorship to help the right person develop into a successful insurance professional.
You’ll receive:
• Structured training and onboarding
• Ongoing coaching and mentorship
• Access to multiple insurance carriers
• Professional CRM and pipeline-management technology
• Sales and client-conversation training
• Product and underwriting education
• Case design and application support
• A structured process for prospecting, presenting, and following up
• The opportunity to build a long-term book of business
WHO WE’RE LOOKING FOR: Insurance experience is helpful, but it is NOT required.
• Coachable and willing to learn
• Self-motivated and comfortable working independently
• Professional, dependable, and organized
• Strong communicators who can build trust
• Goal-oriented and motivated by performance
• Consistent with daily activity and follow-up
• Comfortable having meaningful conversations about financial protection
• Committed to ethical and client-focused business practices
• Interested in building a long-term career rather than simply finding another job
The right candidate doesn’t need to know everything on day one. We can teach you the insurance business. What we’re looking for is someone with the work ethic, integrity, attitude, and determination to become excellent at it.
LICENSING REQUIREMENT
A life insurance license is required to conduct insurance business.
If you are not currently licensed, we will provide guidance through the licensing process. Obtaining a license requires completing the required education, passing the applicable state licensing examination, and paying the associated licensing and examination fees.
Candidates should understand that becoming licensed requires a modest upfront investment and a short period of dedicated study.
IMPORTANT: THIS IS A 1099 OPPORTUNITY
This is not a traditional W-2 salaried or hourly position.
As an independent contractor, you control your schedule, activity level, and business development. There is no guaranteed salary or hourly wage.
Your income potential is directly tied to your production, consistency, skill development, and ability to build and manage your pipeline.
The flexibility is real—but so is the responsibility.
This opportunity is best suited for someone who is disciplined enough to create their own structure, persistent enough to follow up, and motivated enough to keep improving.
WHO THRIVES HERE? People who succeed in this business tend to be:
COACHABLE.
CONSISTENT.
COMPETITIVE.
PROFESSIONAL.
PEOPLE-FOCUSED.
ACCOUNTABLE.
If you want someone telling you what to do every hour of every day, this probably isn't the right opportunity.
If you want the freedom to build your own schedule, develop valuable financial-services skills, help people protect their families, and create an income stream based on your own production—you may be exactly who we're looking for.
YOUR OPPORTUNITY
You bring the effort.
We provide the training, tools, mentorship, systems, and support.
Together, we’ll build the skills and process.
Your growth is up to you.
APPLY TODAY to learn more about the opportunity and determine whether this is the right fit for you.
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Policy Underwriting
Client Relationship Management
Risk Assessment
Sales Techniques
Regulatory Compliance
Financial Planning
Claims Processing
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