Remote Insurance & Financial Solutions Specialist

Legendary Allen Agency; Charlotte (NC); Remote; USD 40,000 - 100,000; Full time

Benefits offered by this job

Remote work opportunities

Full-time and part-time options

Set your own schedule

Job summary

Legendary Allen Agency is expanding within Symmetry Financial Group and seeks motivated individuals to help families protect what matters most through life insurance and financial planning. This role offers flexibility, growth potential, and guidance to obtain licensure where needed.

Ideal candidates are coachable, self-motivated, and focused on building trust-based client relationships while leveraging company-supported lead resources and ongoing mentorship.

Qualifications

• Licensed Life & Health Agent preferred but not required.
• Willingness to obtain a license (guidance provided).
• Strong communication skills and a service mindset.

Responsibilities

• Meet with individuals and families to identify financial protection needs.
• Educate clients on available life insurance, mortgage protection, living benefits, retirement solutions, and financial protection strategies.
• Recommend customized coverage options based on goals and budget.
• Build and maintain 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 and carrier updates.

Job description

Legendary Allen Agency is expanding within Symmetry Financial Group and seeks motivated individuals to help families protect what matters most through life insurance and financial planning. This role offers flexibility, growth potential, and guidance to obtain licensure where needed.

Ideal candidates are coachable, self-motivated, and focused on building trust-based client relationships while leveraging company-supported lead resources and ongoing mentorship.