Remote Life & Annuities Advisor

Intrepid Financial LLC; Ponte Vedra Beach (FL); Remote; USD 60,000 - 120,000; Full time

Job summary

Intrepid Financial LLC is seeking a Life & Annuities Agent to serve clients remotely across Florida and beyond. This 1099 independent contractor role focuses on helping clients select life insurance and annuity products aligned with their goals.

You will conduct virtual consultations, explain policy features, prepare quotes, and guide clients through applications and underwriting. You will maintain records, stay current on regulations, manage a client pipeline, respond promptly to inquiries, and

Qualifications

• Active or attainable state life insurance license; annuity licensing preferred.
• Independent remote work ability; strong organization of multiple client cases.
• Excellent consultative communication and customer service.
• Understanding of retirement and protection planning.
• High school diploma or equivalent required.

Responsibilities

• Conduct virtual consultations with clients to assess needs and goals.
• Explain product features and benefits of life insurance and annuities.
• Prepare quotes and guide clients through the application and underwriting process.
• Manage a pipeline of prospective and existing clients; respond to inquiries promptly.
• Maintain accurate records and stay current on industry trends and regulations.
• Collaborate with internal teams to ensure a smooth client experience.

Skills

Insurance Sales

Insurance Brokerage

Insurance

Finance knowledge

Retirement planning

Client-facing

Consultative communication

Remote work

CRM systems

Education

High school diploma or equivalent

Life & Annuities license (active or attainable)

Tools

CRM systems

Digital tools

Job description

Intrepid Financial LLC is seeking a Life & Annuities Agent to serve clients remotely across Florida and beyond. This 1099 independent contractor role focuses on helping clients select life insurance and annuity products aligned with their goals.

You will conduct virtual consultations, explain policy features, prepare quotes, and guide clients through applications and underwriting. You will maintain records, stay current on regulations, manage a client pipeline, respond promptly to inquiries, and