Remote Life Insurance Advisor

Forward Financial; United States; Remote; USD 85,000 - 115,000; Full time

Benefits offered by this job

Structured onboarding and training

Digital tools and CRM technology

Qualified leads and marketing support

Ongoing coaching and mentorship

Licensing guidance

Tech-enabled work environment

Career advancement opportunities

Job summary

Forward Financial is seeking full-time Life Insurance Agents who thrive in remote, digital sales. You will guide clients through life insurance options using CRM tools and online consultations, building trusted relationships while meeting personal sales goals.

No prior insurance experience is required, as onboarding and coaching are provided; licensing guidance is available for qualified candidates. A technology-forward, client-first culture supports your growth.

Qualifications

• Previous experience in sales or customer-facing roles.
• Comfort with using CRM platforms and digital tools.
• Strong written and verbal communication skills.
• Self-motivated and able to manage priorities independently.

Responsibilities

• Consult with clients to understand needs and explain life insurance options.
• Leverage digital tools to manage client interactions and sales activities.
• Maintain a sales pipeline with follow-ups and scheduled consultations.
• Build relationships through professional communication and guidance.
• Drive toward sales goals while prioritizing client-first service.
• Document client info and activities in the CRM.
• Participate in virtual or in-person training and coaching.
• Follow insurance regulations and company procedures.

Skills

Sales experience

CRM platforms

Digital communication

Organizational skills

Self-motivated

Education

Life Insurance License (preferred)

Tools

CRM software

Online scheduling tools

Digital meeting platforms

Job description

Forward Financial is seeking full-time Life Insurance Agents who thrive in remote, digital sales. You will guide clients through life insurance options using CRM tools and online consultations, building trusted relationships while meeting personal sales goals.

No prior insurance experience is required, as onboarding and coaching are provided; licensing guidance is available for qualified candidates. A technology-forward, client-first culture supports your growth.