Now hiring · Closers only

Cold calling.
Outbound dialing.
Just close.

We're a fully-inbound life insurance shop for licensed agents who are done with outbound dialing. We hand you the script, the contracts, and a steady stream of prequalified, warm inbound calls. You bring the close.

See comp plans Apply

3–5 calls/day minimum · agents submitting $50K+ AP/mo

Live sales feed Live
    Submitted AP · last 4 $8,900
    ✕No cold dialing ✕No outbound ✕No buying leads ✕No quotas you didn't sign up for

    What we provide

    You bring the license.
    We bring the rest.

    Outbound is dead. Inbound is what works. We've built the infrastructure so licensed agents can focus on doing what they do best — closing.

    The calls

    Prequalified inbound calls routed to your line. People who called us — not the other way around.

    The script

    Battle-tested objection handling, fact-finder, and close framework. Plug-and-play.

    The contracts

    Multiple A+ rated carriers ready to write with — Mutual of Omaha, Transamerica, Baltimore Life, Ethos and more.

    The tech

    Live dashboard, real-time KPIs, and lead routing built in-house. You see what you're producing the moment it happens.

    3–5

    calls/day, minimum — prequalified inbound volume for agents in our 15 lead-flow states.

    $50K+

    average AP submitted — what active inbound agents are writing each month.

    A+

    rated carriers — Mutual of Omaha, Transamerica, Baltimore Life, Ethos & more.

    The path

    Everyone starts the same.
    Where you go is up to you.

    You don't pick a tier on day one. Every agent steps in on the same path — fully funded by us — and earns their way up as they prove out. The more you produce, the more you keep.

    Step 1 · where you start

    Inbound closer

    65% Commission tier
    • 65% commissionCarrier rates on every product you sell.
    • Leads on usSynergy covers 100% of your lead cost. Zero risk to start.
    • Plug and playScript, contracts, and live dashboard handed to you.

    Licensed agents who want a steady flow of company-funded calls without the lead-cost risk.

    →
    Step 2 · where you can grow

    Full independence

    100% Commission tier
    • 100% commissionCarrier rates on every product you sell. Maximum upside.
    • Leads at costBuy your inbound volume from us at wholesale — no markup.
    • Run your own bookMore control. More upside. More responsibility.

    For producers who've proven out at Step 1 and are ready to invest in their own pipeline for the full split.

    Lead flow coverage

    Licensed in these 15 states?

    Our inbound traffic concentrates in these markets. Multi-state licensed agents get the most volume — but you can join with just a few of these and we'll help you appoint into the others.

    ALAZCOFLMDMINCNMNVOHPASCTNTXVA

    Coverage · 15 states · one inbound engine

    What you need

    The bar to get started.

    Short list. If you check these boxes, you can be on the phones in days, not months.

    ✓Active life insurance licenseIn at least 3–4 of our 15 lead-flow states. We'll help you expand from there.
    ✓Computer and reliable internetPlus a headset. Standard remote-work setup.
    ✓Distraction-free workspaceQuiet room, no background noise on calls. Sounds obvious, often isn't.
    ✓Coachable and drivenOpen to following a proven script. The agents who run our framework print money. The ones who freelance don't.

    Not licensed yet?

    Get your license. Then call us.

    Synergy runs closers only — there's no setter desk to park in while you study. Get your resident life license first, and we'll take it from there: carrier appointments, non-resident expansion into our lead-flow states, and a seat on the phones.

    Tell us when you're licensed
    Typical time to license2–6 weeks
    What we help withAppointments
    ScheduleMon–Fri
    LocationRemote

    Path forward

    Done dialing. Ready to just close?

    We're hiring licensed agents who want to put cold calling in the rear view. If that's you, the next step is one click.

    Apply now

    By contacting us or starting a chat and providing your mobile number, you agree to receive text messages from Synergy Financial about the agent program. Consent is not a condition of applying. Message frequency varies. Message and data rates may apply. Reply STOP to opt out or HELP for help. See our privacy policy and terms of service.