Insurance & Superannuation · Permanent

Remote Life Insurance Sales Agent

Symmetry Financial Group · Texas, United States

  • Location: Texas, United States
  • Employment: Permanent

Job description

Symmetry Financial Group is hiring a Remote Life Insurance Advisor to sell mortgage protection, life, final expense, and related products. In this fully remote, commission-based role, you will run phone and virtual appointments with warm leads, assess client needs, and present tailored insurance solutions from top-rated carriers. You'll leverage Symmetry's training, mentorship, and lead systems to grow your book of business, with opportunities to build and lead your own agency. Ideal for driven, entrepreneurial sales professionals seeking uncapped income in a high-energy, performance-focused culture.

Responsibilities

• Conduct remote consultations with leads to assess protection needs and recommend life insurance solutions.
• Explain mortgage protection, final expense, and related products in clear, compliant terms.
• Manage a pipeline of company-provided and self-generated leads using CRM tools.
• Submit accurate applications and ensure all documentation meets carrier and regulatory standards.
• Follow up with clients to close sales and provide ongoing policy support.
• Participate in Symmetry Financial Group training, mentorship, and sales calls.
• Develop and execute a personal sales plan to achieve commission and bonus goals.
• Build and mentor a team of agents if pursuing an independent agency path.

Required Skills

• Life insurance sales
• Remote selling/virtual consultations
• Lead generation & follow-up
• CRM and sales pipeline management
• Needs analysis & suitability assessment
• Product knowledge (life, mortgage protection, final expense)
• Regulatory & compliance knowledge
• Presentation and closing techniques
• Basic financial planning concepts
• Digital communication & scheduling tools