You are viewing a preview of this job. Log in or register to view more details about this job.

Virtual Insurance Agent

Virtual Insurance Agent

 

About the Role

We are seeking motivated and results-driven individuals to join our team as Virtual Insurance Agents. This is a fully remote opportunity, allowing you to build a rewarding career in the insurance industry from the comfort of your own home. As a Virtual Insurance Agent, you will help clients protect what matters most by identifying their needs and recommending the right insurance solutions.

 

Key Responsibilities

  • Prospect, develop, and maintain a client base through virtual outreach, referrals, and leads provided by the company
  • - Conduct virtual consultations via phone and video to assess clients' insurance needs
  • - Present, explain, and sell insurance products including life, auto, and/or property & casualty policies
  • - Prepare and process insurance applications, quotes, and policy renewals accurately
  • - Follow up with clients to ensure satisfaction and address coverage questions or changes
  • - Meet or exceed monthly sales targets and performance metrics
  • - Maintain up-to-date records in the CRM system
  • - Stay current on product knowledge, industry trends, and state licensing requirements
  • - Collaborate with team members and management in a virtual environment

Qualifications

  • Active state insurance license (Life & Health and/or Property & Casualty) preferred; willingness to obtain licensure required
  • - Strong communication and interpersonal skills
  • - Self-motivated with the ability to work independently in a remote setting
  • - Proficient with technology, including video conferencing tools, CRM software, and Microsoft Office
  • - Previous sales or customer service experience preferred
  • - Bachelor's degree preferred, but not required

What We Offer

  • 100% remote/virtual work environment
  • - Competitive commission-based compensation with bonus opportunities
  • - Comprehensive training and ongoing professional development
  • - Flexible scheduling
  • - Supportive team culture with mentorship from experienced agents
  • - Opportunities for advancement within the company

This is an excellent opportunity for recent graduates and early-career professionals looking to launch a career in financial services and insurance sales. We provide the tools, training, and support needed to help you succeed — all from a virtual platform.