Remote Insurance Advisor | Virtual Consultations & Growth

Boulder Connect; Sandy (UT); Remote; USD 42,000 - 70,000; Full time

Job summary

Boulder Connect is seeking a Remote Insurance Agent to help individuals and families select coverage that fits their needs and budget. You will prospect and qualify leads, book virtual consultations, and clearly explain policy options.

Responsibilities include preparing quotes, submitting applications, supporting policy issuance, assisting with renewals, and maintaining strong client relationships while meeting sales goals.

Qualifications

• Proven ability to communicate clearly via phone and web
• Strong organization and self-motivation
• Comfort using CRM and digital tools
• Ability to hit sales targets while maintaining client satisfaction

Responsibilities

• Prospect, qualify, and manage leads via phone and online channels
• Schedule and conduct virtual consultations with clients
• Explain policy options clearly and recommend suitable coverages
• Prepare quotes, submit applications, and support policy issuance
• Assist with renewals and provide basic claims guidance
• Maintain strong client relationships and meet sales goals

Skills

Phone & online comms

Independent work

CRM proficiency

Sales target drive

Job description

Boulder Connect is seeking a Remote Insurance Agent to help individuals and families select coverage that fits their needs and budget. You will prospect and qualify leads, book virtual consultations, and clearly explain policy options.

Responsibilities include preparing quotes, submitting applications, supporting policy issuance, assisting with renewals, and maintaining strong client relationships while meeting sales goals.