Remote Life & Financial Protection Advisor

Legendary Allen Agency; Richmond (VA); On-site; USD 45,000 - 90,000; Full time

Benefits offered by this job

Remote work opportunities

Flexible schedule

Part-time and full-time options

Mentorship and training

Job summary

Legendary Allen Agency, part of Symmetry Financial Group, invites motivated individuals to build a flexible business with life insurance, mortgage protection, and retirement solutions. This opportunity supports part-time or full-time schedules, remote work, and the potential for meaningful long-term income by helping families protect what matters most.

You'll educate clients, assess needs, and guide decisions while establishing trust-based relationships.

Qualifications

• Must be willing to obtain a license (guidance provided)
• Licensed Life & Health Insurance Agent preferred
• Strong communication and relationship-building abilities
• Self-starter with growth mindset and accountability

Responsibilities

• Meet with individuals and families to identify financial protection needs
• Educate clients on insurance and retirement solutions
• Recommend customized coverage options based on client goals and budget
• Build and maintain strong client relationships through exceptional service
• Generate business through referrals and company-provided lead resources
• Follow up with prospective clients and existing policyholders
• Stay informed on industry trends and product offerings
• Work independently while collaborating with a supportive team

Skills

Communication skills

Self-motivation

Coachable

Licensed Life & Health Agent

Education

Life & Health Insurance License

Tools

CRM software

Lead databases

Job description

Legendary Allen Agency, part of Symmetry Financial Group, invites motivated individuals to build a flexible business with life insurance, mortgage protection, and retirement solutions. This opportunity supports part-time or full-time schedules, remote work, and the potential for meaningful long-term income by helping families protect what matters most.

You'll educate clients, assess needs, and guide decisions while establishing trust-based relationships.