Remote Insurance Sales Agent

Integrity; Houston (TX); Remote; USD 45,000 - 65,000; Full time

Job summary

A leading insurance firm is seeking a Sales Agent to provide vital support to insurance clients, including creating documents and ensuring top quality service. The position requires strong communication skills and the ability to multitask effectively in a remote environment. With a focus on serving a diverse clientele, the ideal candidate must possess an active Life and Health license and have a proven background in customer service.

Qualifications

• Previous insurance or financial experience preferred.
• Active Life and Health license required.
• Effective verbal and written communication skills.

Responsibilities

• Identify client needs and respond to inquiries.
• Deliver top-quality customer service.
• Handle inbound and outbound calls.

Skills

Communication

Customer service

Multitasking

Organization

Education

High school diploma or equivalent

Tools

Microsoft Office

Windows applications

Job description

About Trusted Senior Specialists

Trusted Senior Specialists has served the senior market since 2005, protecting their most valuable assets: their health, wealth, and well-being through insurance. Partnering with Integrity Marketing Group, our firm gains access to technology and resources to help our growing network of agents and Medicare Coaches serve more Americans. We are a proud member of the Integrity Family of Companies.

Job Title: Sales Agent

Location: Remote

Job Summary: Responsible for providing sales support for insurance clients by creating timely illustrations, sending state-specific and compliance forms, providing educational or point-of-sale documents, and acting as a liaison between carriers and clients.

Primary Responsibilities:

• Ability to quickly and calmly identify client needs
• Respond to service inquiries and resolve problems via oral, virtual, or written communication
• Deliver top-quality customer service
• Navigate the web and provide web-based documents to clients as needed
• Be proficient in Word and Excel
• Support new product and sales process development
• Participate in team and individual meetings
• Maintain strong communication skills and work ethic
• Handle outbound and inbound calls
• Perform other duties as assigned

Primary Skills & Requirements:

• Previous insurance or financial experience preferred
• Effective verbal and written communication skills
• Customer service skills
• Ability to multitask in a fast-paced environment
• Organization and task prioritization skills
• Ability to work independently and as part of a team
• High school diploma or equivalent required
• Proficiency in Microsoft Office and Windows applications
• Dependable and self-motivated
• Curious and able to ask probing questions
• Ability to work across time zones with remote team members
• Bilingual skills highly encouraged
• Active Life and Health license required
• 2025 AHIP certification completed

About Integrity: Integrity is a leading independent distributor of life, health, and wealth insurance products, emphasizing innovative insurtech solutions. Our mission is to help people protect their life, health, and wealth to prepare for the future. Headquartered in Dallas, Texas, Integrity supports hundreds of thousands of independent agents nationwide. For more information, visit Integrity.com.

Integrity is an Equal Opportunity Employer. All qualified applicants will receive consideration without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or other protected characteristics. Reasonable accommodations will be provided to qualified individuals with disabilities.