Job Description
Remote Financial Services Representative – Pre-Set Client Appointments
MeridianLight is seeking motivated sales professionals who want to spend more time meeting with qualified prospects and less time generating their own leads.
This is a
100% remote, commission-based 1099 opportunity
working with teachers, public employees, and other individuals seeking help with retirement income, protection, and insurance planning.
MeridianLight provides access to pre-set client appointments and a structured sales process designed to help representatives focus on client conversations, education, and closing business.
Compensation
Commission Levels:
70% – 90%
Typical Commission per Issued Sale:
approximately $2,000 – $3,000+
High-Producing Representatives:
may earn $10,000 – $25,000+ per month
Compensation is performance-based and varies by production, product mix, carrier compensation, and issued business.
What MeridianLight Provides
Pre-set client appointment opportunities
No traditional cold calling required for company-provided appointments
100% remote work environment
Flexible scheduling
Structured onboarding and training
Ongoing mentorship and sales support
CRM and technology tools
Access to multiple insurance carriers
Career growth and advancement opportunities
What You’ll Do
Meet with prospective clients through virtual appointments
Conduct retirement and insurance needs discussions
Educate clients on life insurance, Indexed Universal Life, annuity, and income-protection solutions
Help clients understand available options and make informed decisions
Maintain professional follow-up with prospective clients
Document activity and client progress within the CRM
Follow MeridianLight sales and compliance processes
Ideal Candidate
Strong communication and interpersonal skills
Comfortable presenting and closing remotely
Self-motivated and goal-oriented
Coachable and willing to follow a structured sales process
Reliable, professional, and organized
Interested in building a long-term career in insurance and financial services
Requirements
Active life insurance license preferred
Candidates willing to obtain the appropriate life insurance license before conducting insurance business may also be considered
Ability to work independently in a remote environment
Reliable internet connection and virtual meeting capability
Willingness to complete required onboarding and training
Additional Information
This is an independent contractor (1099), performance-based opportunity. Representatives are compensated through commissions on eligible issued business.
MeridianLight provides training, technology, mentorship, and access to pre-set appointment opportunities. Individual results vary, and no specific level of income is guaranteed.