Remote Insurance Advisor — Client Solutions & Growth

NovaFi Mortgage, Inc.; Santa Ana (CA); Remote; USD 52,000 - 78,000; Full time

Job summary

NovaFi Mortgage, Inc. is seeking an Insurance Agent to support clients in selecting policies that fit their needs, preferences, and budget. The role involves developing new business by making independent sales calls and retaining existing client relationships.

The position requires California licensing and a minimum of five years’ experience in a similar role, with the ability to educate clients on coverage options and maintain confidential documents. Works remotely in a home-office setup.

Qualifications

• Licensed in California is required.
• 5+ years in a similar insurance agent role.
• Knowledge of insurance policies and practices.

Responsibilities

• Network with prospective clients and document results.
• Maintain communications with customers to identify expansion opportunities.
• Educate clients on different insurance coverages and recommend suitable options.
• Gather and maintain all insurance documents with client confidentiality.
• Perform other duties as assigned.

Skills

Five+ years experience

Insurance policy knowledge

Brand representation

Education

Licensed in California

Licensing in other states (preferred)

Job description

NovaFi Mortgage, Inc. is seeking an Insurance Agent to support clients in selecting policies that fit their needs, preferences, and budget. The role involves developing new business by making independent sales calls and retaining existing client relationships.

The position requires California licensing and a minimum of five years’ experience in a similar role, with the ability to educate clients on coverage options and maintain confidential documents. Works remotely in a home-office setup.