Entry Level Financial Services Specialist – Remote

The Hunt Agency Inc; United States; Remote; USD 60,000 - 100,000; Full time

Benefits offered by this job

100% remote

Uncapped bonuses

Annual incentive trips

Discounted health and life insurance

Fast-track promotions and leadership

Job summary

The Hunt Agency Inc. is hiring for a remote sales professional who guides families through life insurance and related solutions. You will conduct virtual consultations, leverage our proven systems, and build a long-term client base with both company-provided and self-generated leads.

Join a fast-growing, family-led brokerage that values heart-led service, flexibility, and growth. Expect remote scheduling with potential evenings/weekends and a strong focus on compliance and client outcomes.

Qualifications

• 3+ years in sales or customer service is preferred
• Comfort with technology and virtual communication
• Strong communication and organization skills
• Self-motivated, coachable, and goal-driven
• Professional presence over Zoom and phone

Responsibilities

• Master our sales systems and product suite to serve clients
• Connect with clients who requested information and guide them
• Conduct virtual consultations via Zoom or phone
• Communicate with clients and internal teams for seamless service
• Collaborate with peers and leadership to deliver great client experience
• Meet promotional benchmarks to unlock growth and income potential
• Stay compliant with licensing requirements in each state
• Attend weekly virtual meetings and trainings
• Build a long-term client base using leads provided and self-generated
• Help families find protection and financial solutions

Skills

Sales experience

Customer service

Virtual communication

Zoom / video calls

Excellent communicator

Organization

Self-motivated

Education

Life & Health Insurance License (or willingness to obtain)

Tools

Zoom

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.