Remote Insurance Advisor — Flexible Schedule & Growth

Legendary Allen Agency; Cleveland (OH); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

Remote work opportunities

Flexible schedule

Comprehensive training and mentorship

Access to 30+ insurance carriers

Performance incentives and bonuses

Opportunity for agency ownership

Job summary

Legendary Allen Agency, expanding under Symmetry Financial Group, is seeking motivated individuals who want more than just a paycheck. This opportunity lets you build a flexible business protecting families with life insurance, mortgage protection, living benefits, and retirement solutions.

You'll meet clients, educate them on options, tailor coverage to goals and budgets, and grow through referrals and company-led lead resources.

Qualifications

• Meet with individuals and families to identify their financial protection needs.
• Educate clients on available insurance and retirement solutions.
• Recommend customized coverage options based on each client's goals and budget.
• Build and maintain strong client relationships through exceptional service.
• Generate business through referrals, networking, and company-supported lead resources.
• Follow up with prospective clients and existing policyholders.
• Stay informed on industry trends, carrier updates, and product offerings.
• Work independently while collaborating with a supportive and experienced team.

Responsibilities

• Meet with individuals and families to identify their financial protection needs.
• Educate clients on available insurance and retirement solutions.
• Recommend customized coverage options based on each client's goals and budget.
• Build and maintain strong client relationships through exceptional service.
• Generate business through referrals, networking, and company-supported lead resources.
• Follow up with prospective clients and existing policyholders.
• Stay informed on industry trends, carrier updates, and product offerings.
• Work independently while collaborating with a supportive and experienced team.

Skills

Communication

Self-motivation

Growth mindset

Networking

Education

Life & Health Insurance license

Job description

Legendary Allen Agency, expanding under Symmetry Financial Group, is seeking motivated individuals who want more than just a paycheck. This opportunity lets you build a flexible business protecting families with life insurance, mortgage protection, living benefits, and retirement solutions.

You'll meet clients, educate them on options, tailor coverage to goals and budgets, and grow through referrals and company-led lead resources.