Insurance Sales Agent (Licensed)

Jacob Morgan - Farmers Insurance; Dallas (TX); Remote; USD 42,000 - 70,000; Full time

Benefits offered by this job

Remote work flexibility

PTO (Paid Time Off)

Dental and vision insurance

Life insurance coverage

Retirement plan options

Job summary

gobravvo is seeking an Insurance Sales Agent (Licensed) for a full-time remote role, serving clients across the United States. You will advise on insurance options, match coverage to client needs, and drive relationships throughout the policy lifecycle.

The role emphasizes proactive outreach, needs-based consultations, and maintaining compliance while collaborating with sales and support teams. A strong license and client-focused mindset are essential.

Qualifications

• Active insurance sales license required
• Professional experience in insurance sales, outside sales, or retail sales preferred
• Strong negotiation and communication skills, both verbal and written
• Proficiency with CRM and sales administration tools
• Understanding of marketing techniques for client acquisition
• Commitment to maintaining client confidentiality and adhering to compliance standards
• Multilingual or bilingual abilities are a plus

Responsibilities

• Engage in proactive outreach to identify and develop new client relationships
• Conduct insurance consultations to assess client needs and recommend personalized coverage
• Negotiate policy terms and premiums, ensuring mutually beneficial agreements
• Manage sales administration, including documentation, policy processing, and follow-up communications
• Utilize marketing strategies such as telemarketing, social media, and community outreach to attract prospects
• Provide ongoing customer service, addressing inquiries, policy changes, and claims assistance
• Ensure compliance with industry regulations, including confidentiality and privacy standards
• Collaborate with team members to develop and implement marketing campaigns and improve sales processes

Job description

The Insurance Sales Agent (Licensed) role is a dynamic opportunity for individuals interested in building a rewarding career in the insurance sector. This full-time position allows you to work remotely, providing flexibility while engaging with clients across the United States. As an Insurance Sales Agent (Licensed), you will leverage your expertise in insurance products to advise clients, match them with appropriate coverage options, and deliver exceptional customer service throughout their policy lifecycle. The position is ideal for those who thrive in a sales-driven environment and are passionate about helping others secure their financial futures.

Working as an Insurance Sales Agent (Licensed), you will be responsible for identifying new business opportunities, conducting needs-based consultations, and nurturing long-term relationships with clients. Your role will require a strong understanding of insurance products and the ability to communicate complex information in a clear and approachable manner. As a remote team member, you will independently manage your daily workflow while collaborating with other professionals to share best practices and develop effective sales strategies.

The Insurance Sales Agent (Licensed) position is designed for proactive individuals with a proven track record in sales—whether in insurance, outside sales, or retail environments. You will utilize various outreach techniques, including telemarketing, digital marketing, and social media campaigns, to connect with potential clients. Your ability to assess client needs, negotiate policy terms, and provide ongoing support ensures that every client receives personalized attention and quality service.

Insurance Sales Agents (Licensed) must adhere to industry regulations, including privacy and compliance standards, while maintaining detailed documentation and handling sensitive information with the utmost confidentiality. This role offers the opportunity to continually develop your skills, participate in team-based marketing initiatives, and contribute to the overall success of your organization.

Insurance Sales Agent (Licensed) - Summary

• Remote, full-time position focused on insurance sales and client relationship management
• Advise clients on insurance options and match them with the best coverage for their needs
• Opportunity to work independently while collaborating with sales and support teams

Duties & Responsibilities

• Engage in proactive outreach to identify and develop new client relationships
• Conduct insurance consultations to assess client needs and recommend personalized coverage
• Negotiate policy terms and premiums, ensuring mutually beneficial agreements
• Manage sales administration, including documentation, policy processing, and follow-up communications
• Utilize marketing strategies such as telemarketing, social media, and community outreach to attract prospects
• Provide ongoing customer service, addressing inquiries, policy changes, and claims assistance
• Ensure compliance with industry regulations, including confidentiality and privacy standards
• Collaborate with team members to develop and implement marketing campaigns and improve sales processes

Salary & Benefits

• Base pay plus commission structure
• PTO (Paid Time Off)
• Dental and vision insurance
• Life insurance coverage
• Retirement plan options
• Remote work flexibility

Qualifications & Requirements

• Active insurance sales license required
• Professional experience in insurance sales, outside sales, or retail sales preferred
• Strong negotiation and communication skills, both verbal and written
• Proficiency with CRM and sales administration tools
• Understanding of marketing techniques for client acquisition
• Commitment to maintaining client confidentiality and adhering to compliance standards
• Multilingual or bilingual abilities are a plus

Ideal Candidate Snapshot

• Self-motivated and results-driven
• Excellent at relationship building and client service
• Analytical mindset for assessing client needs
• Adept at utilizing technology and digital outreach
• Flexible, adaptable, and thrives in a remote work setting

Other Relevant Information

• The Insurance Sales Agent (Licensed) position offers the chance to work with a supportive team and build a long-term career in the insurance industry
• Opportunities for professional development and advancement are available
• Applicants should be comfortable working independently and managing their workflow remotely