Remote Insurance Sales Agent

Dinwiddie Agency is seeking a Remote Insurance Agent to help individuals and families secure the coverage they need. In this work from home sales role, you will contact warm and self generated leads, conduct virtual consultations, and recommend tailored insurance solutions. You'll explain policy options, prepare quotes, and guide clients through applications and renewals while maintaining accurate digital records. Ideal candidates are self motivated, comfortable on the phone and video, and eager to build long term client relationships while meeting or exceeding production goals.

Responsibilities

• Prospect and qualify insurance leads through phone, email, and online channels
• Conduct virtual consultations to assess client insurance needs and goals
• Explain policy options, coverage details, and pricing in clear, compliant language
• Prepare and present quotes for life, health, or supplemental insurance products
• Process new applications and assist clients with policy changes and renewals
• Maintain accurate digital records of all client interactions and sales activities
• Meet or exceed monthly sales and activity targets while working remotely
• Stay current on carrier product updates, underwriting guidelines, and regulations
• Provide ongoing client support, answering questions and resolving basic service issues
• Collaborate with agency leadership on marketing efforts and lead-generation strategies

Required Skills

• Insurance sales
• Lead generation
• Virtual client consultations
• Needs analysis
• Policy quoting and enrollment
• CRM or sales software usage
• Regulatory and compliance awareness
• Digital communication (phone, email, video)
• Time management in remote setting
• Customer relationship management