Remote Insurance Sales Representative

SalesDraft Recruiting; Salt Lake City (UT); On-site; USD 35,000 - 80,000; Full time

Benefits offered by this job

Remote work

Flexible schedule

Training & Professional Development

Job summary

World Financial Group (WFG) is seeking an Insurance Sales Representative to work remotely and manage the full client lifecycle from outreach to enrollment. You will conduct outreach via phone and video meetings, educate clients on options, and build lasting relationships while delivering outstanding service.

Compensation is commission-based with earning potential from $35,000 to $80,000 annually, plus training and development.

Qualifications

• Excellent communication and interpersonal skills.
• Customer-focused attitude with ability to educate clients on options.
• Self-motivated and dependable in a remote setting.
• Strong organizational and time-management abilities.
• Comfortable using phone, video conferencing, and digital tools.

Responsibilities

• Client Outreach & Relationship Building: Connect with prospective clients via phone calls and virtual meetings; build trust; develop long-term relationships; create a positive client experience.
• Needs Assessment & Client Education: Learn client goals; conduct discovery; educate on insurance products; help clients understand options.
• Full-Cycle Sales Management: Manage the sales process from initial contact through enrollment; maintain ongoing communication; follow up on inquiries.
• Pipeline & Activity Management: Maintain an organized pipeline; track interactions; manage follow-up schedules and appointments; keep records.
• Professional Growth: Participate in ongoing training; improve communication, sales, and relationship-building skills.

Skills

Communication skills

Customer service

Self-motivation

Organization

Time management

Remote work

Video conferencing

Job description

Insurance Sales Representative

World Financial Group (WFG)

Remote Opportunity | Flexible Schedule | Training & Professional Development

About the Role

As a Remote Insurance Sales Representative, you will manage the client journey from initial outreach through enrollment and ongoing relationship management.

You will connect with prospective clients through phone and virtual meetings, learn about their goals, present solutions that fit their needs, and provide exceptional service throughout the process.

This is a full‑cycle sales role for individuals who enjoy building trust, communicating effectively, and helping clients make informed decisions.

Success in this role comes from strong communication skills, consistency, professionalism, and a commitment to delivering an outstanding client experience.

What You'll Do

Client Outreach & Relationship Building

• Connect with prospective clients through phone calls and virtual meetings
• Build trust through professional and meaningful conversations
• Develop long‑term relationships with clients
• Create a positive and engaging client experience

Needs Assessment & Client Education

• Learn about client goals and objectives
• Conduct discovery conversations to identify client needs
• Educate clients on available insurance products and services
• Help clients understand their options and make informed decisions

Full-Cycle Sales Management

• Manage the sales process from initial contact through enrollment
• Maintain consistent communication with prospects and clients
• Follow up on opportunities and client inquiries
• Ensure a smooth and professional experience throughout the sales process

Pipeline & Activity Management

• Maintain an organized pipeline of prospects and opportunities
• Track client interactions and activities using CRM tools
• Manage follow‑up schedules and appointments
• Maintain accurate and detailed records

Professional Growth

• Participate in ongoing training and development programs
• Continuously improve communication, sales, and relationship‑building skills
• Stay informed on product knowledge and industry updates
• Collaborate with team members and leadership to support continued growth

Compensation

This role offers performance‑based earning potential through a commission‑based compensation structure. Top performers can expect to earn between $35,000 and $80,000 annually, with opportunities for increased earnings based on performance and client growth.

What We're Looking For

Core Qualifications

• Strong communication and interpersonal skills
• Professional and customer‑focused attitude
• Self‑motivated and dependable
• Strong organizational and time‑management skills
• Ability to work independently in a remote environment
• Comfortable using phone, video conferencing, and digital communication tools
• Positive attitude and willingness to learn

Preferred Backgrounds

Experience in any of the following areas is beneficial but not required:

• Sales
• Customer Service
• Financial Services
• Insurance
• Business Development
• Retail Sales
• Hospitality
• Real Estate
• Account Management
• Leadership or Team Development

Successful Candidates Often Demonstrate

• Strong relationship‑building abilities
• Active listening skills
• Professionalism and integrity
• Coachability and a growth mindset
• Confidence communicating with new people
• Consistency and accountability
• A genuine desire to help others

Work Arrangement

Remote Position

Enjoy the flexibility of working remotely while receiving ongoing support, training, and collaboration from a dedicated team.