Remote Insurance Agent

About This Role

This remote, 100% commission-based position combines consultative sales with ongoing client support in the life, health, and financial services sectors. The role focuses on educating and empowering individuals and families in financial protection. It is suitable for both licensed agents and newcomers to the industry, with comprehensive training and development provided.

Responsibilities

• Consult with prospects and clients to assess life, health, and financial protection needs
• Explain insurance and financial product options clearly, ethically, and with a client-first focus
• Present customized solutions including life and health insurance and related products
• Assist clients through applications, onboarding, policy servicing, and renewals
• Maintain long-term client relationships through proactive follow-ups and periodic outreach
• Respond to client inquiries via phone, email, and virtual meetings in a timely manner
• Document client interactions and manage follow-ups using CRM systems
• Stay current on product offerings, underwriting guidelines, and industry developments
• Collaborate with agency leadership and support teams to meet individual and team objectives

Requirements

• Strong verbal and written communication skills and a professional interpersonal demeanor
• Self-motivated and able to work independently in a remote environment
• Coachable attitude with a willingness to learn sales, service, and compliance processes
• Organizational skills and attention to detail; ability to manage multiple client relationships
• Reliable internet connection and phone access for remote work

Qualifications

• Entry level, willing to obtain required licenses.

Nice to Have

• Existing life or health insurance license(s) or willingness to obtain required licenses
• Interest in leadership, agency development, or building residual income over time

Skills

* Required skills