Life Insurance Sales Agent (Remote)

Symmetry Financial Group seeks a Remote Life Insurance Advisor to sell mortgage protection, life, final expense, and retirement solutions. Using warm leads and virtual tools, you'll consult with families, assess needs, and recommend tailored coverage from top-rated carriers. You'll work fully remote with autonomy in setting your schedule while following industry and regulatory compliance. We provide training, mentorship, and proven systems to help you ramp up quickly, grow your production, and, if desired, build and lead your own independent agency for long-term income growth.

Responsibilities

• Contact company-provided leads to assess client insurance needs
• Recommend mortgage protection, life, and related products
• Conduct virtual consultations and complete applications remotely
• Follow carrier and regulatory compliance standards
• Manage CRM, sales pipeline, and follow-up activities
• Participate in ongoing training, coaching, and mentorship
• Meet or exceed individual sales and activity targets
• Optionally recruit, mentor, and support new agents to build a team

Required Skills

• Life insurance product knowledge
• Sales prospecting
• Virtual/phone sales
• CRM and lead management
• Needs-based financial analysis
• Underwriting basics
• Compliance and documentation
• Online meeting tools (Zoom/Teams)
• Pipeline and time management
• Team building and recruiting