Remote Life & Health Insurance Client Advocate

Legendary Allen Agency; San Jose (CA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Flexible schedule

Remote position

Comprehensive training

Job summary

The T&A Agency is seeking licensed Life and Health Insurance Agents for a remote role offering uncapped commissions and flexible hours. Trainin g and mentorship are provided, with a supportive team culture and access to top-rated carriers.

Ideal candidates are self-motivated, communicative, and capable of managing client relationships independently while leveraging CRM tools to drive sales and growth.

Qualifications

• Licensed life and health insurance agent or willingness to obtain license.
• Excellent communicator with strong interpersonal skills.
• Self-motivated with a results-driven mindset.
• Ability to work independently and manage time effectively.
• Basic computer skills for CRM and client management.

Responsibilities

• Identify client needs and tailor insurance solutions.
• Develop and maintain strong client relationships.
• Generate leads through networking, referrals, and company-provided resources.
• Educate clients on available policies and coverage options.
• Follow up with prospects to close sales and maintain customer satisfaction.
• Stay informed about industry trends and product offerings.
• Work independently while collaborating with a supportive team.

Skills

Strong communication

Interpersonal skills

Self-motivated

Time management

CRM experience

Tools

CRM software

Job description

The T&A Agency is seeking licensed Life and Health Insurance Agents for a remote role offering uncapped commissions and flexible hours. Trainin g and mentorship are provided, with a supportive team culture and access to top-rated carriers.

Ideal candidates are self-motivated, communicative, and capable of managing client relationships independently while leveraging CRM tools to drive sales and growth.