Company Overview The Cornerstone Group (“the Agent’s Company”) is a rapidly growing independent marketing organization (IMO) in the insurance and financial protection space.
We are committed to helping agents serve middle-income Americans with products like Final Expense, Mortgage Protection, Return of Premium Term Life Insurance, Income Protection (Fixed Indexed Annuities), Tax-Free Retirement via Indexed Universal Life, and more.
We emphasize agent training, carrier choice, virtual sales capabilities, and leadership development.
Position Summary As a Cornerstone Sales Agent, you will be helping families prepare for their worst days with insurance and financial protection products.
Utilizing leads, agent-friendly resources, carrier relationships, and training provided by The Cornerstone Group to build your own business.
The ideal candidate is self-motivated, entrepreneurial, goal-oriented, and skilled in consultative sales with a customer focus.
Key Responsibilities
Prospect new clients via direct outreach, referrals, networking, lead systems (e.g., direct mail responders), etc. Understand and represent the full product suite.
- final expense, term life, return-of-premium, annuities, indexed universal life, mortgage protection, income protection, etc. Meet with clients virtually or in-person to assess their needs, explain product options, recommend solutions, handle objections, and close sales.
- Maintain proper licensing and compliance as required by state and government regulations.
- Use company-provided tools, technology, and lead systems to manage pipelines, generate quotes, document client interactions, and track performance. Participate in ongoing training, coaching, and performance improvement programs.
- Attend meetings, seminars, or events as needed. Meet or exceed sales targets/performance metrics (e.g. quotas, revenue, number of policies sold).
- Maintain professional standards, client confidentiality, and ethical behavior at all times.
- Qualifications Valid insurance license(s) required (or willingness to obtain) in the states where you will sell.
- Previous experience in insurance sales, financial services, or similar consultative/commission-based sales roles preferred.
Strong interpersonal skills
- ability to build rapport, communicate complex ideas, listen well, and follow up persistently.
- Motivated, disciplined, and able to work leads and pipeline independently.
- Goal-oriented mindset with the ability to track metrics and drive to achieve them.
- Comfort with virtual sales tools and platforms (phone, video calls, digital quoting) as well as traditional sales methods.
- Ability to adapt to changing regulatory and market conditions.
Compensation & Earnings
Highly competitive Commission-based pay with NO cap on earnings $50,000 - $250,000 PLUS annual potential.
Potential for bonuses, overrides, or leadership incentives (especially if building a team).
Benefits / Support
Comprehensive training, including virtual and in-person options. Access to a variety of carriers and product offerings to suit diverse client needs. Lead generation support (e.g., direct mail responder leads) so you can focus on selling. Technology tools/quote systems to help with efficiency.
Pathway for growth
- Top performers may have opportunities for leadership roles, building teams or agencies.
What Makes You a Great Fit
- You’re ambitious, with a desire to own your income and grow it.
- You’re resilient and comfortable working in a performance-based role.
- You have good ethical standards and serve clients with integrity.
- You want continuous learning and appreciate coaching and feedback.
- You like helping people protect their families and financial futures.
- This is a Remote (work from home) position.