Remote Life & Financial Protection Advisor

Legendary Allen Agency; Washington (District of Columbia); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Remote work

Flexible schedule

Part-time options

Full-time options

Job summary

Legendary Allen Agency, growing under Symmetry Financial Group, seeks motivated individuals who want more than just a paycheck. We help families protect what matters most through life insurance, mortgage protection, living benefits, retirement solutions, and financial protection strategies.

This is not a traditional 9-to-5 position. It offers a flexible schedule, remote work opportunities, and the potential for long-term income and agency ownership as you grow.

Qualifications

• Licensed to sell life insurance or willing to obtain license with guidance.
• Strong communication and interpersonal skills.
• Self-motivated with a growth mindset.
• Willing to work flexible, part-time or full-time schedules.
• Ability to work remotely with independence and accountability.

Responsibilities

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

Skills

Sales

Communication

Relationship-building

Lead generation

Networking

Education

Life insurance license (preferred)

Tools

CRM software

Lead generation tools

Job description

Legendary Allen Agency, growing under Symmetry Financial Group, seeks motivated individuals who want more than just a paycheck. We help families protect what matters most through life insurance, mortgage protection, living benefits, retirement solutions, and financial protection strategies.

This is not a traditional 9-to-5 position. It offers a flexible schedule, remote work opportunities, and the potential for long-term income and agency ownership as you grow.