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Sales & Marketing Representative

Sales & Marketing Representative

Watermark LifeWestlake Village, CA, US
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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 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).
  • Qualifications 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.
  • Compensation & Benefits Competitive commission structure.
  • Office space available in Westlake Village, CA, or remote work flexibility.
  • Opportunity to personally produce sales in addition to wholesale activities.   Powered by JazzHR
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    Sales Representative • Westlake Village, CA, US

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