Remote Insurance Sales & Client Advisor | Training & Growth

Fine Agency; United States; Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Flexible work

Training & support

Performance incentives

Career development

Job summary

The Fine Agency is an insurance brokerage dedicated to helping clients understand their coverage options and make informed financial decisions. We provide our team with training, tools, and structured processes to support a professional client experience.

We’re seeking motivated professionals interested in building their career in insurance sales and client support, with flexible work arrangements and ongoing training to advance professionally.

Qualifications

• Experience in sales or customer service.
• Strong interpersonal and communication skills.
• Willingness to obtain Life & Health license.
• Comfortable with virtual meetings and CRM systems.
• Maintain licensing and compliance standards.

Responsibilities

• Speak with clients who requested information about coverage options.
• Conduct virtual consultations via phone and Zoom.
• Present product information clearly and professionally.
• Manage client communication and follow-up.
• Maintain organized client records within CRM systems.
• Participate in training and team development meetings.
• Maintain licensing and compliance standards.

Skills

Sales experience

Customer service

Interpersonal skills

CRM proficiency

Virtual meetings

Tools

CRM software

Job description

The Fine Agency is an insurance brokerage dedicated to helping clients understand their coverage options and make informed financial decisions. We provide our team with training, tools, and structured processes to support a professional client experience.

We’re seeking motivated professionals interested in building their career in insurance sales and client support, with flexible work arrangements and ongoing training to advance professionally.