User Research & Sales Consultant

User Research & Sales Consultant
Location: Remote | United States
Flexible Schedule | Performance-Based Compensation | Career Transition Opportunity
Turn Your UX & Research Skills Into a Client-Focused Career
Are you a UX researcher, UX designer, customer researcher, service designer, or other user-centered professional considering a career change?
Your ability to understand people may be more valuable in sales than you realize.
At White Fence Life Partners, we're looking for people who know how to listen, ask thoughtful questions, uncover what matters to people, and develop solutions around their needs.
This isn't about convincing someone to buy something they don't need. It's about learning how to understand a person's situation, identify their goals and concerns, uncover needs they may not have articulated themselves, and help them evaluate financial protection solutions that fit their circumstances.
If you've spent your career understanding users, you're already familiar with the foundation of consultative sales.
We're looking for people who want to apply those skills in a new environment while developing expertise in financial services, client relationships, and business development.
What You'll Do
As a User Research & Sales Consultant, you'll use a user-centered approach to understand prospective clients and help them make informed decisions about life insurance and financial protection.
Your work will include:
Conducting client discovery conversations to understand people's circumstances, priorities, goals, concerns, and motivations.
Asking effective questions rather than making assumptions about what a client needs.
Uncovering stated and unstated needs — including needs and wants clients may not initially recognize or know how to articulate.
Identifying pain points, gaps, concerns, and unmet needs that may affect a client's financial protection.
Listening for the difference between what someone says they want and what they may actually need.
Exploring both known needs and unknown needs through thoughtful conversation and discovery.
Synthesizing information gathered from conversations into a clear understanding of the client's situation.
Presenting relevant life insurance and financial protection solutions based on the client's goals and circumstances.
Educating clients so they can make informed decisions rather than simply presenting a product.
Building long-term professional relationships through thoughtful follow-up and continued communication.
Managing your client pipeline and maintaining accurate records.
Participating in ongoing training in sales, financial products, communication, and leadership.
Obtaining and maintaining the required state life insurance license, if not already licensed.
Why UX Researchers & Designers Can Thrive Here
Great sales conversations have so much in common with good user research.
A successful researcher doesn't begin with the assumption that they already know the answer. They investigate. The same mindset applies here.
You'll learn to:
Listen → Question → Discover → Synthesize → Identify Needs → Recommend → Follow Up
Your existing experience may already include skills such as:
User interviews
Qualitative research
Stakeholder interviews
Empathy and active listening
Identifying pain points
Understanding motivations and behaviors
Discovering unmet needs
Asking open-ended questions
Recognizing patterns across conversations
Synthesizing qualitative information
Translating insights into recommendations
Presenting findings
Building trust with participants and stakeholders
Communicating complex information clearly
The difference is the context.
Instead of researching how people interact with a product or service, you'll be researching the person — their goals, concerns, priorities, financial situation, and definition of what they want to protect. Then you'll use what you learn to help them evaluate potential solutions.
The Biggest Shift: From Finding Insights to Acting on Them
In UX research, discovering an unmet need is valuable.
In a client-facing role, you have the opportunity to do something with that insight immediately.
You may discover that a prospective client is primarily concerned about protecting their children, replacing income, covering a mortgage, planning for the future, or ensuring their family has financial stability.
You may also uncover concerns they hadn't previously considered.
That process of moving from discovery → insight → recommendation → action is at the heart of consultative sales.
Who We're Looking For
We're particularly interested in individuals with backgrounds in:
UX research
UX/UI design
Product design
Service design
Customer experience
User research
Market research
Design research
Human-centered design
Customer success
Customer service
Consulting
Communications
Psychology or behavioral research
Business development
Other people-centered professions
You don't need a traditional sales background to be successful.
We're looking for people who are:
Strong communicators and active listeners
Curious about what motivates people
Comfortable asking questions and conducting conversations
Naturally interested in understanding problems before proposing solutions
Organized and capable of managing multiple client relationships
Self-motivated and comfortable working independently
Coachable and interested in developing new professional skills
Ethical and professional in their interactions
Interested in building a career in financial services, consulting, sales, or entrepreneurship
Applicants from all backgrounds are encouraged to apply.
What We Provide
Comprehensive onboarding and professional sales training
One-on-one coaching and ongoing mentorship
Training in consultative selling and client discovery
Assistance obtaining your life insurance license, if needed
Flexible scheduling
Remote work opportunities where permitted by state licensing requirements
Performance-based compensation, including commissions and incentive opportunities, in accordance with applicable laws and licensing requirements
Opportunities for career advancement and leadership development
A Different Kind of Sales Career
If the word "sales" makes you think of scripts, cold pitches, and trying to persuade people to buy something, this role may look different from what you expect.
Our approach is centered on discovery and consultation.
The objective is to understand the person first.
What are they trying to accomplish?
What are they concerned about?
What do they value?
What problems are they trying to solve?
What needs have they already identified?
What needs haven't they considered yet?
What would happen if those needs went unmet?
Those are fundamentally human-centered questions.
Your job is to listen carefully, understand the answers, and help clients evaluate appropriate financial protection solutions.
Start Your Next Chapter
You may have entered UX because you enjoy understanding people.
You may have discovered through research that the most interesting part of your work wasn't the interface — it was the person using it.
You may simply be ready for a career where your communication, research, relationship-building, and problem-solving skills can lead somewhere new.
If you're interested in taking your user-centered skill set into a client-facing career, we'd like to talk with you.
White Fence Life Partners provides training, mentorship, and a path to develop professional skills in financial services, consultative sales, and leadership.
Apply Now and explore what your research skills can do in a new career.
White Fence Life Partners is an Equal Opportunity Employer. We are committed to creating an inclusive workplace and consider all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other status protected by applicable law.

Work arrangement
Yes