Remote Life Insurance Representative

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.
• Self-directed, coachable, and driven to improve.
• Professional, confident presence on calls and video meetings.
• Service-oriented mindset with strong problem-solving ability.

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.
• Guide clients through their options with clarity and confidence.
• Work closely with leadership and team members to ensure a smooth client experience.
• Maintain performance standards aligned with company expectations.
• Maintain compliance with state and licensing guidelines.
• Attend ongoing virtual trainings and team meetings.
• Build and maintain long-term client relationships through inbound interest and company-supported referral channels.
• Help households secure solutions that fit their goals and circumstances.

Skills

Strong communication skills with attention to detail

Self‑directed, coachable, and driven to improve

Service‑oriented mindset with strong problem‑solving ability

Problem solving

Tools

CRM systems

Virtual meeting tools

Job description

The Jackson Agency protects families & develops leaders. We are actively looking for hard working individuals that love people, thrive on personal growth, and enjoy a competitive yet collaborative team environment.

We operate with a people-first mindset — believing integrity, service, and follow-through matter just as much as results. By blending modern technology with real human conversations, we’ve built a streamlined, client-focused experience that removes friction for both clients and professionals.

Manage and service client inquiries generated through company-supported marketing and referral efforts

Responsibilities:

• Learn and apply our established systems, workflows, and offerings
• Speak with prospective clients who have requested information
• Conduct virtual consultations by phone or Zoom
• Guide clients through their options with clarity and confidence
• Work closely with leadership and team members to ensure a smooth client experience
• Maintain performance standards aligned with company expectations
• Maintain compliance with state and licensing guidelines
• Attend ongoing virtual trainings and team meetings
• Build and maintain long‑term client relationships through inbound interest and company‑supported referral channels
• Help households secure solutions that fit their goals and circumstances

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
• Strong communication skills with attention to detail
• Self‑directed, coachable, and driven to improve
• Professional, confident presence on calls and video meetings
• Service‑oriented mindset with strong problem‑solving ability

Requirements:

• Ability to successfully complete a background check
• Reliable computer, phone, and internet access
• Active Life & Health Insurance License or willingness to obtain one (support provided)
• Availability to accommodate client schedules, including some evenings or weekends
• Remote position within a licensed financial services brokerage
• Structured onboarding and virtual training
• Compensation aligned with performance metrics and company standards
• Professional development and leadership growth pathways
• Support for obtaining required state insurance licensing

Licensing support provided for candidates who meet eligibility requirements