About the Role
This position is ideal for motivated individuals seeking a flexible, remote career in financial services. Agents will help clients protect their families by guiding them through life insurance options, supported by full training and tools. No prior experience is necessary.
Responsibilities
- Identify and connect with potential clients interested in life insurance solutions
- Conduct phone-based consultations to assess customer needs
- Explain policy options and guide clients through coverage decisions
- Complete applications and ensure accurate documentation submission
- Follow up with leads in a timely and professional manner
- Meet or exceed monthly sales targets
- Stay current with product features and industry regulations
- Maintain compliance with state licensing requirements
- Use CRM tools to track client interactions and sales progress
- Collaborate with team members to share best practices
- Attend regular training sessions and team meetings
- Represent the agency with integrity and professionalism
- Build trust through clear and honest communication
- Manage time effectively to maximize outreach and conversions
- Support clients through the entire policy acquisition process
Nice to Have
- Previous experience in sales or customer service
- Familiarity with insurance products
- Existing life insurance license
- Proven track record in remote work environments
- Experience using CRM software
Benefits
- Comprehensive training program covering sales and compliance
- Ongoing coaching and performance feedback
- Flexible work schedule
- Remote work from anywhere in the U.S.
- Uncapped commission structure
- Access to lead generation tools
- Supportive team culture
- Opportunities for career advancement
Compensation
Commission-based earnings with uncapped income potential
Work Arrangement
Remote
Team
Independent contractor role with team support and mentorship
Training & Onboarding
New agents receive structured training covering product knowledge, sales techniques, and regulatory compliance. Onboarding includes hands-on practice and mentorship to ensure confidence before independent selling.
Licensing Process
Assistance provided to obtain state-specific life insurance license. Candidates must complete required exams and meet licensing criteria in their state of residence.
Not available
