Life Insurance Agent

Company Description TDN Academy is a financial services training and entrepreneurial platform focused on helping professionals build meaningful, scalable careers without the constraints of traditional brick-and-mortar businesses. Founded by an experienced entrepreneur who transitioned from high-overhead small businesses to financial services, TDN Academy emphasizes building freedom through impact, leadership development, and financial education. The academy trains individuals to help families protect income, build tax-advantaged wealth, and create long-term financial security. Many team members come from industries such as nail salons, restaurants, small businesses, real estate, and entrepreneurship, bringing strong work ethic and a desire for a better vehicle for their effort. TDN Academy’s mission is to develop strong financial professionals, help families become financially protected, and build leaders who create real freedom for themselves and others.
Role Description The Life Insurance Agent role at TDN Academy is a full-time remote position focused on helping individuals and families protect their income and build long-term financial security through life insurance solutions. Day-to-day responsibilities include prospecting and connecting with potential clients, conducting needs-based financial consultations, and presenting appropriate life insurance and related financial products. The agent will guide clients through applications, underwriting processes, and policy servicing, ensuring clear communication and high-quality customer experience. The role also involves ongoing learning in insurance and finance, participating in training and coaching sessions, and collaborating with the TDN Academy team to refine strategies and share best practices. Agents are expected to build a client portfolio, maintain regular follow-ups, and uphold ethical, compliant practices aligned with industry standards.
Qualifications
Candidates should possess strong Insurance Sales and Insurance Brokerage skills, with the ability to identify client needs and recommend suitable protection solutions.
Candidates should possess foundational knowledge in Insurance and Finance to explain policy features, benefits, and basic financial concepts in clear, accessible language.
Candidates should possess excellent Customer Service skills, including active listening, empathy, and responsiveness in client interactions.
Candidates should possess strong communication and interpersonal skills, with the ability to build trust and long-term relationships in a remote environment.
Self-motivated, goal-oriented mindset with the ability to work independently, manage time effectively, and handle a commission-based or performance-driven structure.
Comfort with remote work tools and basic digital proficiency (video conferencing, CRM systems, and secure document handling).
Prior experience in sales, small business, real estate, or entrepreneurship is beneficial; life insurance or financial services experience and relevant licensing are strong assets.
Willingness to obtain and maintain applicable state life insurance licenses and adhere to regulatory and ethical standards.

Work arrangement
No