Insurance & Superannuation · Permanent
Remote Life Insurance Sales Agent
The Diaz Agency · Rhode Island, United States
- Location: Rhode Island, United States
- Employment: Permanent
Job description
As a Remote Life Insurance Sales Agent, you connect with warm leads who have requested information about life insurance, explain options, and help clients choose suitable coverage. Working fully remote and on a flexible schedule, you follow a proven sales system, complete applications accurately, and maintain required licensing and compliance. The role suits self-directed individuals who are willing to learn, work consistently, and build income through commission-based sales.
Responsibilities
• Contact and follow up with warm life insurance leads who have requested information
• Explain life insurance products and options in clear, simple language
• Assess client needs and recommend appropriate coverage within budget
• Guide clients through applications and required documentation accurately
• Maintain active state life insurance license and follow compliance standards
• Use provided training, systems, and scripts to follow a consistent sales process
• Manage your remote schedule, activity, and pipeline to meet personal income goals
• Participate in ongoing coaching to improve product knowledge and sales skills
Required Skills
• Life insurance sales
• Remote selling
• Lead follow-up
• Client needs analysis
• Policy illustration and quoting
• Compliance with insurance regulations
• CRM or lead management software
• Virtual meeting tools
• Basic financial concepts
• Time and pipeline management
Responsibilities
• Contact and follow up with warm life insurance leads who have requested information
• Explain life insurance products and options in clear, simple language
• Assess client needs and recommend appropriate coverage within budget
• Guide clients through applications and required documentation accurately
• Maintain active state life insurance license and follow compliance standards
• Use provided training, systems, and scripts to follow a consistent sales process
• Manage your remote schedule, activity, and pipeline to meet personal income goals
• Participate in ongoing coaching to improve product knowledge and sales skills
Required Skills
• Life insurance sales
• Remote selling
• Lead follow-up
• Client needs analysis
• Policy illustration and quoting
• Compliance with insurance regulations
• CRM or lead management software
• Virtual meeting tools
• Basic financial concepts
• Time and pipeline management