Experienced Insurance Agent - Remote

SalesDraft Recruiting; United States; Remote; USD 67,000 - 112,000; Full time

Job summary

Optaris is seeking a licensed Life and Health Agent to join our virtual sales team as a Full Cycle Sales Agent. You will own the client journey from outreach to closing, working remotely from your home office.

The role rewards independence and a proven track record in insurance sales, with commission-based earnings reflecting performance. You’ll educate clients on policy options and manage the sales process end-to-end.

Qualifications

• Must possess a valid Life and Health Insurance license.
• Must have reliable home internet access.
• Demonstrated ability to manage the full sales cycle independently.
• Exceptional communication skills, across phone, video, and written mediums.
• Proven talent for building rapport and establishing trust in a virtual environment.

Responsibilities

• Conduct proactive outreach to potential clients via phone and video to identify insurance needs and generate interest.
• Build rapport and trust with prospects and provide tailored solutions.
• Manage a sales pipeline from lead generation to closing.
• Educate clients on life and health insurance products, policy details and options.
• Navigate CRM to track interactions, follow-ups, and sales records.
• Collaborate with internal teams to ensure a seamless client experience.
• Stay informed about industry trends and product updates.

Skills

Sales pipeline management

Communication skills

Virtual/remote selling

Prospecting

CRM usage

Education

Life & Health Insurance license

Tools

CRM software

Video conferencing

Job description

Full-Time in United States - Remote OK - Mid Level

Optaris is seeking motivated and experienced Licensed Life and Health Agents to join our dynamic virtual sales team. If you are a self-starter with a proven track record in insurance sales and a passion for helping clients find the right coverage, this is an exceptional opportunity to leverage your skills and build a rewarding career.

Role Overview

As a Full Cycle Sales Agent at Optaris, you will own the entire client journey, from initial outreach and needs assessment to closing deals and securing new business. This role is designed for seasoned professionals who thrive on autonomy and are adept at managing their pipeline from start to finish. You will be instrumental in guiding clients through complex insurance decisions, building lasting relationships, and driving revenue growth through your expertise.

Day-to-Day Responsibilities

• Conduct proactive outreach to potential clients via phone and video conferencing to identify insurance needs and generate interest.
• Build strong rapport and trust with prospects by actively listening, understanding their unique situations, and providing tailored solutions.
• Manage a comprehensive sales pipeline, from lead generation and qualification through to proposal presentation and contract closing.
• Educate clients on various life and health insurance products, explaining policy details, benefits, and coverage options clearly and concisely.
• Navigate and utilize CRM systems to track client interactions, manage follow-ups, and maintain accurate sales records.
• Collaborate with internal teams as needed to ensure a seamless client experience.
• Stay informed about industry trends, product updates, and competitive offerings to maintain a leading edge.

Compensation

This role offers significant earning potential through a commission-based structure. Experienced agents can expect to earn between $6,000 and $10,000 monthly, directly reflecting their sales performance and success in closing deals.

Qualifications

• Must possess a valid Life and Health Insurance license.
• Must have reliable home internet access.
• Demonstrated ability to manage the full sales cycle independently.
• Exceptional communication skills, with the ability to articulate complex information clearly and persuasively across phone, video, and written mediums.
• Proven talent for building rapport and establishing trust with clients in a virtual environment.
• Strong pipeline management and organizational skills, with a keen eye for detail.
• Self-motivated and results-oriented, with a strong drive to achieve and exceed sales targets.
• Professional demeanor and a commitment to ethical sales practices.

About Optaris

Optaris is a forward-thinking company dedicated to providing exceptional insurance solutions and unparalleled client service. We foster a supportive and growth-oriented environment where our sales professionals can thrive and build successful careers. Join us and become part of a team that values integrity, innovation, and client success.