Sales & Marketing Representative
Watermark Life
Full-time
Remote
United States
Digital Media & Design
Job Title: Sales & Marketing Representative
Company: Watermark Life Insurance Services, Inc.
Location: Westlake Village, CA (Office space available) or Remote
Position Type: Full-Time, Exempt
About Us
Watermark Life Insurance Services, Inc. is a leading Brokerage General Agency dedicated to supporting and empowering independent insurance agents nationwide. We provide cutting-edge products, advanced case design, and personalized support to help agents grow their businesses and serve their clients with excellence.
Position Overview
We are seeking a motivated and knowledgeable Sales & Marketing Representative to join our team. In this role, you will work closely with our existing and newly recruited field agents to wholesale life insurance, annuities, and disability insurance products. You will also have the opportunity to personally produce sales, while building strong relationships and providing expert support to our agent network.
Key Responsibilities
Company: Watermark Life Insurance Services, Inc.
Location: Westlake Village, CA (Office space available) or Remote
Position Type: Full-Time, Exempt
About Us
Watermark Life Insurance Services, Inc. is a leading Brokerage General Agency dedicated to supporting and empowering independent insurance agents nationwide. We provide cutting-edge products, advanced case design, and personalized support to help agents grow their businesses and serve their clients with excellence.
Position Overview
We are seeking a motivated and knowledgeable Sales & Marketing Representative to join our team. In this role, you will work closely with our existing and newly recruited field agents to wholesale life insurance, annuities, and disability insurance products. You will also have the opportunity to personally produce sales, while building strong relationships and providing expert support to our agent network.
Key Responsibilities
- Wholesale life insurance, annuities, and disability insurance to independent field agents.
- Develop and maintain strong relationships with current and new agents to drive business growth.
- Provide advanced case design, technical assistance, and illustration support.
- Maintain extensive knowledge of life insurance products, carrier offerings, and illustration software.
- Stay current on market trends, industry regulations, and product changes.
- Serve as a primary point of contact for carrier regional representatives.
- Ensure all business is placed through Watermark Life unless otherwise approved.
- Adapt to company growth and evolving processes.
- Maintain an active insurance license, Errors & Omissions coverage, and required compliance training (e.g., Anti-Money Laundering).
- Proven experience in life insurance sales, wholesaling, or brokerage support.
- In-depth knowledge of life insurance products and illustration systems.
- Strong communication and relationship-building skills.
- Ability to work independently and as part of a collaborative team.
- Excellent organizational and time management skills.
- Licensed to sell life insurance, with current E&O coverage and AML training.
- Competitive commission structure.
- Office space available in Westlake Village, CA, or remote work flexibility.
- Opportunity to personally produce sales in addition to wholesale activities.