Consult by Phone, Help Families Decide With Confidence
A phone call can change someone's financial future. As a Telesales Consultant, you will use focused, friendly phone conversations to help clients understand their protection and retirement options and choose a plan that fits.
The job blends consulting and selling: you educate callers on how each product works, recommend what suits their situation, and close the sale while introducing customized solutions in life insurance, Indexed Universal Life (IUL), and annuities. Your clients requested a call, so they are ready to listen.
What a Telesales Consultant Does
Place scheduled calls to clients who submitted requests for information
Ask concise, thoughtful questions to understand needs and budget
Explain coverage concepts without jargon, relying on everyday comparisons
Offer a recommendation and talk through any concerns honestly
Complete the application over the phone and confirm the next steps
Make follow-up calls to keep clients informed through approval
The Backing You Will Have
Entrepreneur Magazine has written about our people-focused environment
An Inc. 5000 listing every year for the last six
Phone consultation training delivered online, including role-play recordings
A mentor who coaches you on pacing, questions, and closing
Bonus rewards linked to performance plus incentive trips
Every lead reached out to us first, which means no cold calls
Telesales Consultants Who Excel
Enjoy long, meaningful phone conversations
Listen closely and pick up on unspoken concerns
Explain ideas patiently and clearly
Stay organized across a busy call list
Consultant Extras
Plan your phone hours around the times clients answer most
Short weekly huddles to share call wins and lessons
Vision, dental, and medical plans offered through a healthcare exchange, with optional life insurance coverage for you
Listening Is the Real Skill
Great phone consultants talk less than you might expect. They ask a question, wait, and listen to the full answer. That patience uncovers what the client actually cares about, which leads to recommendations that fit and clients who feel genuinely heard.
Painting Pictures With Words
Because clients cannot see a chart during most calls, you will learn to describe concepts vividly. You might compare an IUL's floor to a safety net under a trapeze artist, or describe an annuity as building your own retirement paycheck. Simple images like these make complex products click.
Growth for Phone Consultants
Consultants who build consistent results often move into senior roles, lead coaching sessions for new hires, or specialize in complex cases. Your mentor will help you map out the next stage. Along the way, you will build a portfolio of satisfied clients who know your voice and trust your judgment, and many of them will return for reviews or send relatives your way. That network becomes one of the most valuable assets a phone consultant can have.
Compensation and Freedom
As a telesales consultant, your pay is commission-based. The position is fully remote, and you keep control of your own phone schedule.
Make the Call
If helping people by phone sounds like your calling, apply today and tell us what makes a phone conversation feel personal to you.
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