🌎 Virtual Insurance Agent | $120K

What You’ll Do

• Conduct virtual consultations with prospective clients through phone, Zoom, and digital platforms
• Understand client goals related to income protection, family security, mortgage protection, debt coverage, retirement planning, and legacy planning
• Perform financial needs analysis and recommend appropriate insurance strategies
• Present customized solutions using advanced quoting and illustration technology
• Guide clients through a streamlined digital application process
• Manage cases through underwriting and policy issuance
• Build long-term client relationships that create referrals and repeat business

Why Agents Choose Us

• Technology Advantage: Operate within a digital-first platform with CRM tools, automated workflows, quoting systems, and online applications designed to reduce administrative friction.
• CARRIER FLEXIBILITY: Access 80+ insurance carriers across the United States, allowing you to recommend solutions based on client needs rather than being limited to one company’s products.
• Broad Product Solutions: Offer a wide range of solutions, including:
• Term Life Insurance
• Mortgage Protection
• Final Expense
• Permanent Life Insurance
• Indexed Universal Life (IUL)
• Infinite Banking strategies
• Annuity solutions

Compensation & Opportunity

• Uncapped income potential
• Competitive upfront commissions
• Potential renewal income depending on product and carrier
• Performance-based bonuses and advancement opportunities
• Equity compensation opportunities and incentive travel programs

Who Thrives in This Role

• Strong communication and relationship-building skills
• A self-directed and entrepreneurial mindset
• Comfort conducting virtual client meetings
• Discipline with pipeline management and follow-up
• A desire to continuously improve sales and advisory skills
• The ability to work independently while leveraging technology effectively

Required Backgrounds

• Insurance
• Financial services
• Sales
• Customer success
• Real estate
• Entrepreneurship
• Client advisory roles

Licensing Requirement

A Life & Health Insurance license is required, or candidates must be willing to obtain one.

Training & Growth Opportunities

• Licensing guidance (if needed)
• Product and sales training
• Technology onboarding
• Mentorship from experienced leaders
• A national community of agents and resources
• Opportunities for growth into senior producer roles, advanced planning specialists, agency leadership, mentorship, and recruiting opportunities, and agency ownership