Remote Life Insurance Agent at Daniel Financial Brokerage LLC | USA | $50K/yr – $300K/yr

Remote Life Insurance Agent

USA (Remote)

$50K/yr – $300K/yrEntry LevelTemporary

Posted 3 months ago

The other 99% submit and hope. You're about to do something different.

Drive client life-insurance sales by connecting with prospects, assessing needs, and closing coverage efficiently.

Connect with potential clients through calls and virtual meetings to understand their insurance needs.
Must-have: Strong track record of hitting or exceeding sales targets and closing deals.
Standout: Ability to work independently in a remote setting with inbound leads daily.

Connect with potential clients through calls and virtual meetings to understand their insurance needs.
Assess clients’ financial situations and recommend life insurance options that align with their goals.
Work with clients to find terms and coverage that fit their goals and budgets.
Handle the application process, keep organized records, and follow up on any questions or updates.
Use smart marketing approaches to grow your customer base across different communities.
Provide excellent customer service by answering questions, explaining benefits, and assisting with claims or updates.
Stay up-to-date on industry regulations, like HIPAA, to ensure all interactions are compliant.
Work with fresh, inbound leads added daily so you always have new prospects to connect with.

Experience in sales—whether outside sales, retail, or phone-based—with a strong track record of hitting or exceeding targets
Great negotiation and communication skills to explain options and close deals effectively
Strong analytical skills to understand client needs and match them to the right solutions
Comfortable with sales processes, marketing techniques, and using tools to grow your portfolio
Ability to work independently in a remote setting while staying organized and motivated
Experience with HIPAA compliance (industry regulation) mentioned implicitly