Remote Financial Services Representative – Entry Level

The Hunt Agency Inc; United States; Remote; USD 50,000 - 90,000; Full time

Benefits offered by this job

100% remote work

Uncapped bonuses

Annual incentive trips

Discounted health and life insurance

Fast-track promotions

Job summary

The Hunt Agency Inc. is a fast-growing, family-led brokerage offering life insurance, mortgage protection, and retirement solutions. You’ll work remotely with a steady flow of qualified clients who’ve shown interest in our products and services.

Responsibilities include mastering our sales systems, guiding clients through virtual consultations, and collaborating with teams to ensure an exceptional client experience. Flexible scheduling and growth opportunities are highlights.

Qualifications

• 3+ years in sales or customer service (preferred)
• Confident using technology and virtual communication tools
• Excellent communicator with strong organizational skills
• Self-motivated, coachable, and goal-driven
• Professional presence over Zoom and the phone
• Customer-oriented with a problem-solving mindset

Responsibilities

• Master our sales systems and product suite to serve clients effectively
• Guide clients through information requests and virtual consultations
• Conduct virtual consultations via Zoom or phone
• Communicate with clients and internal teams for seamless service
• Collaborate with peers and leadership to deliver an exceptional client experience
• Meet promotional benchmarks to unlock growth and income potential
• Stay compliant with licensing requirements
• Participate in weekly virtual meetings and trainings
• Build a long-term client base using company-provided and self-generated leads
• Help families find the right protection and financial solutions

Skills

Sales experience

Tech proficiency

Strong communicator

Self-motivated

Education

Life & Health Insurance License

Job description

At The Hunt Agency, we're a fast-growing, family-led brokerage on a mission to help families secure their financial futures through life insurance, mortgage protection, and retirement solutions.

We believe in doing business with heart — every interaction should leave people better than we found them.

By combining cutting-edge technology with human connection, we're changing the way insurance is experienced.

No cold calls, no door-knocking. You'll work directly with a consistent flow of qualified clients who have already shown interest in our products and services.

Responsibilities

• Master our proven sales systems and product suite to serve clients effectively
• Connect with clients who've requested information and guide them through the process
• Conduct virtual consultations via Zoom or phone
• Communicate with clients and internal teams to ensure seamless service
• Collaborate with peers and leadership to deliver an exceptional client experience
• Meet promotional benchmarks to unlock growth and income potential
• Stay compliant with state insurance and licensing requirements
• Participate in weekly virtual meetings and trainings
• Build a long-term client base using company-provided and self-generated leads
• Help families find the right protection and financial solutions for their needs

Qualifications

• 3+ years in sales, customer service, or related field preferred (not required)
• Confident using technology and virtual communication tools
• Excellent communicator with strong organizational skills
• Self-motivated, coachable, and goal-driven
• Professional presence over Zoom and the phone
• Customer-oriented with a problem-solving mindset

Requirements

• Must be able to pass a background check
• Reliable phone, computer, and internet connection
• Active Life & Health Insurance License (or willingness to obtain within 7-10 days - we'll help)
• Flexibility to meet client schedules, including some evenings or weekends
• 100% remote with flexible scheduling
• Uncapped monthly bonuses tied to performance
• Annual incentive trips for top producers (company and carrier sponsored)
• Access to discounted health and life insurance options
• Fast-track promotions and leadership opportunities for high performers

If you don't yet have a Life Insurance License, we'll walk you through the process and help you get licensed within 7-10 days of onboarding.