Sales Marketer – Life Insurance & Advanced Planning
Job Title: Sales Marketer – Life Insurance & Advanced Planning Company: Watermark Insurance Services Location: Remote About Us: Watermark Insurance Services empowers agents with expertise in complex financial strategies and life insurance solutions. We provide the resources, mentorship, and knowledge agents need to navigate the dynamic insurance industry with confidence. Our mission: simplify life insurance, create peace of mind for clients, and build lasting partnerships with agents. The Role: We’re looking for insurance professionals ready to move beyond transactional sales into advanced planning and higher-value markets. Who This Is For:
- Producers generating $300K–$1.5M in annual premium
- Experience in mortgage protection, final expense, or term life
- Agents ready to transition into permanent life, IUL, and advanced strategies
- Professionals seeking hands-on support, mentorship, and long-term growth
What You’ll Get:
- Family-style culture with genuine support
- Boutique, collaborative team environment
- Hands-on case design and underwriting support for complex situations
- Direct access to experienced leadership on advanced planning strategies
- Ongoing education to confidently grow into larger markets
Why Agents Make the Move:
- Work on larger, more complex cases
- Increase income without increasing volume
- Expand into advanced markets and planning strategies
- Build a scalable, long-term business
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