Entry Level Financial Services Representative – Remote

The Hunt Agency Inc; United States; Remote; USD 45,000 - 90,000; Full time

Benefits offered by this job

Remote work

Performance bonuses

Annual trips

Insurance discounts

Fast-track promotions

Job summary

The Hunt Agency is a fast-growing, family-led brokerage offering life insurance, mortgage protection, and retirement solutions. This fully remote role lets you work with a steady stream of qualified clients who have shown interest in our products and services.

You’ll conduct virtual consultations, guide clients through the process, and collaborate with leadership to deliver exceptional service. Expect uncapped bonuses and opportunities for growth for high performers.

Qualifications

• 3+ years in sales, customer service, or related field preferred (not required).
• Confident using technology and virtual communication tools.
• Professional presence over Zoom and the phone.

Responsibilities

• Master our sales systems and product suite to serve clients effectively.
• Connect with clients and guide them through the process.
• Conduct virtual consultations via Zoom or phone.
• Communicate with clients and internal teams to ensure seamless service.
• Collaborate with peers and leadership to deliver an exceptional client experience.
• Meet promotional benchmarks to unlock growth and income potential.
• Stay compliant with state insurance and licensing requirements.
• Weekly virtual meetings and trainings.

Skills

Sales

Customer service

Excellent communicator

Tech-savvy

Virtual consultations

Education

Life Insurance License (or willingness to obtain)

Tools

Zoom

Phone communications

CRM software

Job description

At The Hunt Agency, we’re a fast-growing, family-led brokerage on a mission to help families secure their financial futures through life insurance, mortgage protection, and retirement solutions.

We believe in doing business with heart — every interaction should leave people better than we found them.

By combining cutting-edge technology with human connection, we’re changing the way insurance is experienced.

No cold calls, no door-knocking. You’ll work directly with a consistent flow of qualified clients who have already shown interest in our products and services.

Responsibilities

• Master our proven sales systems and product suite to serve clients effectively
• Connect with clients who’ve requested information and guide them through the process
• Conduct virtual consultations via Zoom or phone
• Communicate with clients and internal teams to ensure seamless service
• Collaborate with peers and leadership to deliver an exceptional client experience
• Meet promotional benchmarks to unlock growth and income potential
• Stay compliant with state insurance and licensing requirements
• Participate in weekly virtual meetings and trainings
• Build a long-term client base using company-provided and self-generated leads
• Help families find the right protection and financial solutions for their needs

Qualifications

• 3+ years in sales, customer service, or related field preferred (not required)
• Confident using technology and virtual communication tools
• Excellent communicator with strong organizational skills
• Self-motivated, coachable, and goal-driven
• Professional presence over Zoom and the phone
• Customer-oriented with a problem-solving mindset

Requirements

• Must be able to pass a background check
• Reliable phone, computer, and internet connection
• Active Life & Health Insurance License (or willingness to obtain within 7–10 days — we’ll help)
• Flexibility to meet client schedules, including some evenings or weekends
• 100% remote with flexible scheduling
• Uncapped monthly bonuses tied to performance
• Annual incentive trips for top producers (company and carrier sponsored)
• Access to discounted health and life insurance options
• Fast-track promotions and leadership opportunities for high performers

If you don’t yet have a Life Insurance License, we’ll walk you through the process and help you get licensed within 7–10 days of onboarding.