Remote Insurance sales

weplacedyou; United States; Hybrid; USD 45,000 - 90,000; Full time

Benefits offered by this job

Pre-qualified appointments

Structured training

Ongoing mentorship

Supportive Environment

Remote Work

Job summary

A leading insurance agency is looking for licensed life insurance agents to conduct virtual client appointments and assist clients in selecting suitable insurance solutions. All appointments are pre-scheduled, and responsibilities include client assessments and compliant application completions. This role offers high earning commission potential and a supportive remote work environment.

Qualifications

• Ability to follow a structured process and learn new systems.
• Comfortable working in a remote environment.
• Willingness to obtain an active life insurance license if not already licensed.
• Organized, self-motivated, and coachable.
• Comfortable learning new systems and following a structured process.
• A genuine desire to help clients with financial protection and planning.

Responsibilities

• Attend scheduled virtual appointments with prospective clients.
• Assess client needs and recommend suitable insurance products.
• Complete applications accurately and in compliance with carrier requirements.
• Follow up with clients and maintain organized records.
• Participate in training to improve product knowledge and sales performance.

Skills

Professional communication

Organizational skills

Ability to work independently

Desire to help clients

Organized / self-motivated

Learning new systems

Client-focused planning

Education

Active life insurance license

Tools

CRM systems

Job description

Qualifications

• Active life insurance license or willingness to obtain one (guidance provided)
• Professional communication and strong follow-through
• Ability to work independently in a remote environment
• Organized, self-motivated, and coachable
• Comfortable learning new systems and following a structured process
• A genuine desire to help clients with financial protection and planning

What We Provide

• Pre-Qualified Appointments: 6–10 scheduled client meetings per week (no cold calling or paid lead generation required)
• Structured Training: Step-by-step onboarding, sales process guidance, product education, and CRM setup
• Technology & Systems: CRM access and automated follow-up tools
• Supportive Environment: Ongoing mentorship and optional leadership opportunities as production grows
• Remote Work: Appointments conducted virtually from your home office

Responsibilities

• Attend scheduled virtual appointments with prospective clients
• Assess client needs and recommend suitable insurance products
• Complete applications accurately and in compliance with carrier requirements
• Follow up with clients as needed and maintain organized records
• Participate in training and development to improve product knowledge and sales performance

About the Role

We are hiring licensed life insurance agents to conduct virtual client appointments and assist individuals with selecting insurance solutions that fit their needs. All appointments are pre-scheduled and pre-qualified through our agency partners. This position focuses on meeting with clients, explaining available products, and completing applications in a professional and compliant manner.

High earning commission potential role