Entry Level Financial Services Specialist – Remote

The Hunt Agency Inc; United States; Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Uncapped bonuses

Annual incentive trips

Discounted health and life insurance

Remote work with flexible scheduling

Job summary

The Hunt Agency Inc is a fast-growing, family-led brokerage helping families secure their financial futures through life insurance, mortgage protection, and retirement solutions. The team emphasizes heart-driven service and uses technology to enhance client interactions.

This 100% remote role offers flexible scheduling, ongoing training, and opportunities for rapid promotion as you build a long-term client base with qualified leads and company support.

Qualifications

• 3+ years in sales or customer service preferred
• Proficient with virtual communication tools
• Excellent verbal and written communication
• Self-motivated and goal-driven
• Professional Zoom/phone presence
• Customer-oriented with problem-solving mindset

Responsibilities

• Master our sales systems and product suite to serve clients effectively
• Connect with interested clients and guide them through the process
• Conduct virtual consultations via Zoom or phone
• Communicate with clients and internal teams for 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

Skills

Sales experience

Tech proficiency

Communication skills

Self-motivation

Zoom/phone presence

Customer focus

Education

Life & Health Insurance License

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.