Insurance Agent - Remote

Fine Agency

United States

On-site

USD 45,000 - 65,000

Full time

2 days ago
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Benefits offered by this job

Flexible work environment
Training and support from experienced​
Incentive programs tied to performance
Opportunities for career development

Job summary

The Fine Agency is seeking motivated professionals to build a career in insurance sales and client support. You will speak with clients, conduct virtual consultations via phone and Zoom, and present coverage options clearly and professionally.

You will manage client communication, maintain organized records in CRM systems, participate in training, and uphold licensing and compliance standards while enjoying a flexible work environment and opportunities for career development.

Qualifications

  • Experience in sales or customer service.
  • Strong interpersonal and communication skills.
  • Comfortable with virtual meetings and CRM systems.

Responsibilities

  • Speak with clients who have requested information about coverage options.
  • Conduct virtual consultations via phone and Zoom.
  • Present product information clearly and professionally.
  • Manage client communication and follow-up.
  • Maintain organized client records within CRM systems.
  • Participate in training and team development meetings.
  • Maintain licensing and compliance standards.

Skills

Sales experience
Interpersonal communication
Virtual meetings

Tools

CRM software

Job description

The Fine Agency is an insurance brokerage committed to helping clients understand their coverage options and make informed financial decisions. We provide our team with training, tools, and structured processes to support a professional client experience.

We’re seeking motivated professionals interested in building their career in insurance sales and client support.

In This Role You Will
  • Speak with clients who have requested information about coverage options
  • Conduct virtual consultations via phone and Zoom
  • Present product information clearly and professionally
  • Manage client communication and follow-up
  • Maintain organized client records within CRM systems
  • Participate in training and team development meetings
  • Maintain licensing and compliance standards
Ideal Candidates
  • Experience in sales or customer service
  • Strong interpersonal and communication skills
  • Comfortable with virtual meetings and CRM systems
  • Organized and able to manage multiple client interactions
  • Willingness to obtain a Life & Health license
Why Join Our Team
  • Flexible work environment
  • Training and support from experienced leaders
  • Incentive programs tied to performance
  • Opportunities for career development
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