Remote Life Insurance Advisor - Build Financial Practice

Primerica; Reading (Berks County); Remote; USD 45,000 - 75,000; Full time

Job summary

Primerica, a leading financial services company, is seeking a Life Insurance Agent for a full-time remote role. You will educate clients on life insurance needs, explain policy options, and recommend suitable term life solutions aligned with long-term goals.

Responsibilities include prospecting, virtual consultations, proposing insurance plans, and guiding clients through underwriting, while maintaining relationships and compliance.

Qualifications

• Demonstrated skills in Insurance Sales and Insurance Brokerage, with the ability to explain products clearly and ethically guide clients through decisions.
• Foundational knowledge of Insurance and Finance, including understanding of term life insurance, basic financial planning concepts, and risk management.
• Strong Customer Service skills, with a commitment to building trust, listening actively, and providing timely support to diverse clients.
• Ability to work effectively in a remote environment, including proficiency with digital communication tools, CRM systems, and virtual meeting platforms.
• Excellent verbal and written communication skills, strong interpersonal skills, and a consultative approach to sales.
• Self-motivated, goal-oriented, and comfortable working independently while managing a pipeline of prospects and clients.
• Valid state life insurance license (or willingness and ability to obtain one within required timeframes).
• Previous experience in financial services, insurance, or consultative sales is preferred but not required; training and support are provided.

Responsibilities

• Educate clients on their life insurance needs, explain policy options, and recommend suitable term life insurance solutions aligned with long-term financial goals.
• Prospecting and following up with leads, conducting virtual client consultations, preparing and presenting insurance proposals, and assisting clients through the application and underwriting process.
• Maintaining ongoing client relationships, handling policy reviews, providing responsive customer service, and staying current on industry regulations and company products.
• Adhere to compliance standards, use digital tools and CRM systems effectively, and contribute to building a sustainable, client-focused practice.

Skills

Insurance sales

Customer service

Remote work

Communication skills

CRM tools

Self-motivated

Life insurance license

Job description

Primerica, a leading financial services company, is seeking a Life Insurance Agent for a full-time remote role. You will educate clients on life insurance needs, explain policy options, and recommend suitable term life solutions aligned with long-term goals.

Responsibilities include prospecting, virtual consultations, proposing insurance plans, and guiding clients through underwriting, while maintaining relationships and compliance.