Life Insurance Agent

Primerica; Reading (Berks County); Remote; USD 45,000 - 75,000; Full time

Job summary

Primerica, a leading financial services company, is seeking a Life Insurance Agent for a full-time remote role. You will educate clients on life insurance needs, explain policy options, and recommend suitable term life solutions aligned with long-term goals.

Responsibilities include prospecting, virtual consultations, proposing insurance plans, and guiding clients through underwriting, while maintaining relationships and compliance.

Qualifications

• Demonstrated skills in Insurance Sales and Insurance Brokerage, with the ability to explain products clearly and ethically guide clients through decisions.
• Foundational knowledge of Insurance and Finance, including understanding of term life insurance, basic financial planning concepts, and risk management.
• Strong Customer Service skills, with a commitment to building trust, listening actively, and providing timely support to diverse clients.
• Ability to work effectively in a remote environment, including proficiency with digital communication tools, CRM systems, and virtual meeting platforms.
• Excellent verbal and written communication skills, strong interpersonal skills, and a consultative approach to sales.
• Self-motivated, goal-oriented, and comfortable working independently while managing a pipeline of prospects and clients.
• Valid state life insurance license (or willingness and ability to obtain one within required timeframes).
• Previous experience in financial services, insurance, or consultative sales is preferred but not required; training and support are provided.

Responsibilities

• Educate clients on their life insurance needs, explain policy options, and recommend suitable term life insurance solutions aligned with long-term financial goals.
• Prospecting and following up with leads, conducting virtual client consultations, preparing and presenting insurance proposals, and assisting clients through the application and underwriting process.
• Maintaining ongoing client relationships, handling policy reviews, providing responsive customer service, and staying current on industry regulations and company products.
• Adhere to compliance standards, use digital tools and CRM systems effectively, and contribute to building a sustainable, client-focused practice.

Skills

Insurance sales

Customer service

Remote work

Communication skills

CRM tools

Self-motivated

Life insurance license

Job description

Company Description

Primerica is a leading provider of financial products and services in North America, headquartered in Duluth, GA. Supported by over 2,800 corporate employees and more than 151,000 licensed independent representatives, Primerica focuses on delivering accessible financial education and solutions. For nearly five decades, and as a publicly traded company on the New York Stock Exchange under the symbol “PRI,” Primerica has specialized in serving middle-income families. The company offers term life insurance, mutual funds, annuities, managed investments, and mortgages, along with an opportunity for entrepreneurial-minded individuals to build their own financial services business. Additional details about Primerica’s business opportunity can be found at www.primericabusinessopportunity.com.

Role Description

This is a full-time remote role for a Life Insurance Agent at Primerica. The Life Insurance Agent will educate clients on their life insurance needs, explain policy options, and recommend suitable term life insurance solutions aligned with long-term financial goals. Day-to-day responsibilities include prospecting and following up with leads, conducting virtual client consultations, preparing and presenting insurance proposals, and assisting clients through the application and underwriting process. The role also involves maintaining ongoing client relationships, handling policy reviews, providing responsive customer service, and staying current on industry regulations and company products. Agents are expected to adhere to compliance standards, use digital tools and CRM systems effectively, and contribute to building a sustainable, client-focused practice.

Qualifications

• Demonstrated skills in Insurance Sales and Insurance Brokerage, with the ability to explain products clearly and ethically guide clients through decisions.
• Foundational knowledge of Insurance and Finance, including understanding of term life insurance, basic financial planning concepts, and risk management.
• Strong Customer Service skills, with a commitment to building trust, listening actively, and providing timely support to diverse clients.
• Ability to work effectively in a remote environment, including proficiency with digital communication tools, CRM systems, and virtual meeting platforms.
• Excellent verbal and written communication skills, strong interpersonal skills, and a consultative approach to sales.
• Self-motivated, goal-oriented, and comfortable working independently while managing a pipeline of prospects and clients.
• Valid state life insurance license (or willingness and ability to obtain one within required timeframes).
• Previous experience in financial services, insurance, or consultative sales is preferred but not required; training and support are provided.