Remotery

Advanced Market Insurance Agent – High Level Strategy

atLegacy PlanningRemoteUS flagCaliforniaFull-timeInsuranceMid-levelSenior

Posted 4 hours ago

This is a fully remote position, open to applicants in California.

πŸ“‹ Description

β€’ Assess client requirements and propose customized insurance solutions.

β€’ Build and nurture robust client relationships.

β€’ Generate leads through networking, referrals, and resources provided by the company.

β€’ Inform clients about available policies and their coverage options.

β€’ Follow up with potential clients to finalize sales and ensure customer satisfaction.

β€’ Remain updated on industry trends and product offerings.

β€’ Work autonomously while engaging with a supportive team.


⛳️ Requirements

β€’ Possession of an insurance license (or willingness to acquire one – we offer guidance).

β€’ Excellent communication and interpersonal skills.

β€’ Self-driven with a focus on achieving results.

β€’ Capability to work independently and effectively manage time.

β€’ Fundamental computer skills for CRM and client management.


🏝️ Benefits

β€’ Competitive commission structure with potential bonuses.

β€’ Flexible working hours (remote position).

β€’ Comprehensive training and mentorship programs.

β€’ Access to highly-rated insurance carriers and products.

β€’ Opportunities for advancement and leadership development.

β€’ Supportive team culture with continuous coaching and professional growth.

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