Life Insurance Agent

Primerica Financial Services; Miami (FL); Remote; USD 40,000 - 70,000; Full time

Job summary

Primerica Financial Services in the United States is seeking a full-time remote Life Insurance Agent to help families understand their life insurance needs and select appropriate coverage. Day-to-day activities include virtual client meetings, assessing financial goals, explaining options, and recommending term life solutions in a compliant, client-focused manner.

The role emphasizes ongoing client relationships, follow-up with prospects, handling policy applications, and maintaining up-to-date

Qualifications

• Active life insurance license preferred or willingness to obtain.
• Strong verbal and written communication abilities.
• Remote client meetings with digital tools experience.
• Ability to analyze client needs and propose protection and financial strategies.
• Maintain confidentiality and comply with regulatory standards.

Responsibilities

• Meet with clients virtually to understand life insurance needs.
• Assess financial goals and explain coverage options clearly.
• Recommend term life insurance solutions tailored to clients.
• Follow up with prospects and manage ongoing client relationships.
• Process policy applications and service requests accurately.
• Stay updated on products, compliance requirements, and company processes.

Skills

Insurance Sales

Insurance Brokerage

Customer Service

Life Insurance License

Verbal Communication

Written Communication

Remote Meetings Tools

Independent Work

Job description

Company Description

Primerica Financial Services is a leading North American financial services company focused on helping middle-income families build a more secure financial future. With a strong presence across the U.S. and Canada, Primerica provides clear financial education and access to essential products such as term life insurance and mutual funds. The company is dedicated to empowering clients with practical knowledge, tools, and personalized strategies tailored to the needs of hardworking households. Licensed representatives work closely with families to create customized plans that offer protection today and opportunities for long-term growth. Primerica’s education-first approach is aimed at delivering real value and lasting financial peace of mind.

Role Description

This full-time remote Life Insurance Agent role involves helping individuals and families understand their life insurance needs and select appropriate coverage. Day-to-day activities include meeting with clients virtually, assessing their financial goals, explaining insurance options in clear terms, and recommending term life insurance solutions. The agent will follow up with prospects, manage ongoing client relationships, and handle policy applications and service requests. The role also includes maintaining up-to-date knowledge of insurance products, compliance requirements, and company processes to ensure accurate guidance and a professional client experience.

Qualifications

• Candidates should possess skills in Insurance Sales and Insurance Brokerage to effectively present and facilitate suitable life insurance solutions.


• Candidates should possess skills in Insurance and Finance to analyze client needs and recommend appropriate protection and financial strategies.


• Candidates should possess strong Customer Service skills to build trust, handle inquiries, and provide ongoing support to policyholders.


• Relevant qualifications such as an active life insurance license (or willingness to obtain one), strong verbal and written communication skills, and basic proficiency with digital tools for remote client meetings.


• Ability to work independently in a remote environment, manage time effectively, adhere to regulatory and ethical standards, and maintain confidentiality of client information.