Remote Life Insurance Advisor for Families

Primerica Financial Services; Miami (FL); Remote; USD 40,000 - 70,000; Full time

Job summary

Primerica Financial Services in the United States is seeking a full-time remote Life Insurance Agent to help families understand their life insurance needs and select appropriate coverage. Day-to-day activities include virtual client meetings, assessing financial goals, explaining options, and recommending term life solutions in a compliant, client-focused manner.

The role emphasizes ongoing client relationships, follow-up with prospects, handling policy applications, and maintaining up-to-date

Qualifications

• Active life insurance license preferred or willingness to obtain.
• Strong verbal and written communication abilities.
• Remote client meetings with digital tools experience.
• Ability to analyze client needs and propose protection and financial strategies.
• Maintain confidentiality and comply with regulatory standards.

Responsibilities

• Meet with clients virtually to understand life insurance needs.
• Assess financial goals and explain coverage options clearly.
• Recommend term life insurance solutions tailored to clients.
• Follow up with prospects and manage ongoing client relationships.
• Process policy applications and service requests accurately.
• Stay updated on products, compliance requirements, and company processes.

Skills

Insurance Sales

Insurance Brokerage

Customer Service

Life Insurance License

Verbal Communication

Written Communication

Remote Meetings Tools

Independent Work

Job description

Primerica Financial Services in the United States is seeking a full-time remote Life Insurance Agent to help families understand their life insurance needs and select appropriate coverage. Day-to-day activities include virtual client meetings, assessing financial goals, explaining options, and recommending term life solutions in a compliant, client-focused manner.

The role emphasizes ongoing client relationships, follow-up with prospects, handling policy applications, and maintaining up-to-date