Job Description
Description:
Location: Field-Based / 100% Travel
Schedule: Full-Time Travel
Compensation: Base pay + weekly bonuses and incentives
Benefits: 1099 Contractor (No traditional benefits)
Reports To: Chief Operating Officer (COO)
Position Summary
The role of the Account Manager is a highly mobile, client-facing position responsible for educating customers on the benefits offered by Empower Financial Group of America and enrolling them into appropriate coverage. This field-based position requires 100% travel to pre-scheduled locations and plays a critical role in client acquisition, education, and service delivery. Success in this role is driven by professionalism, communication, and consistent performance. Agents are rewarded with uncapped bonuses, travel per diem and incentive trips.
Key Responsibilities
- Travel to pre-scheduled customer locations Tuesday through Friday
- Educate potential clients on health, life, and supplemental insurance benefits
- Enroll customers into appropriate coverage options
- Follow the company-provided 'Roadmap Training Guide'
- Complete assigned tasks to meet daily and weekly goals
- Attend weekly training calls to stay aligned with expectations
- Meet or exceed minimum production goals each week
- Capture life and retirement leads during client engagements
- Represent the company professionally in all client interactions
- Submit accurate documentation and policy applications promptly
Requirements:Requirements & Skills
- Active Life and Health Insurance License required at time of travel
- Ability and willingness to travel 50% of the time - At least 2 weeks per month
- Strong communication and customer service skills
- Highly organized and task-driven with consistent follow-through
- Comfortable working independently while meeting structured deadlines
- Professional demeanor and a positive, team-focused attitude
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