Remote Life Insurance Advisor — Growth & Licensing Support

The Jackson Agency; United States; Remote; USD 40,000 - 70,000; Full time

Job summary

A leading financial services brokerage in the United States is seeking motivated individuals for a remote position focused on managing client inquiries. Candidates will conduct virtual consultations, guide clients through options, and maintain strong relationships. The ideal candidate is self-directed with strong communication skills and a service-oriented mindset. This role offers structured onboarding, support for obtaining necessary licenses, and pathways for professional development aligned with performance metrics.

Qualifications

• Previous experience in sales, customer support, or a related field is helpful but not required.
• Comfortable using technology, CRM systems, and virtual meeting tools.
• Professional, confident presence on calls and video meetings.

Responsibilities

• Learn and apply our established systems, workflows, and offerings.
• Guide clients through their options with clarity and confidence.
• Maintain compliance with state and licensing guidelines.

Skills

Strong communication skills with attention to detail

Self‑directed, coachable, and driven to improve

Service‑oriented mindset with strong problem‑solving ability

Tools

CRM systems

Virtual meeting tools

Job description

A leading financial services brokerage in the United States is seeking motivated individuals for a remote position focused on managing client inquiries. Candidates will conduct virtual consultations, guide clients through options, and maintain strong relationships. The ideal candidate is self-directed with strong communication skills and a service-oriented mindset. This role offers structured onboarding, support for obtaining necessary licenses, and pathways for professional development aligned with performance metrics.