
Advanced Market Insurance Agent β High Level Strategy
Posted May 2

Posted May 2
This is a fully remote position, open to applicants in Texas.
β’ Assess client requirements and propose customized insurance options
β’ Establish and nurture robust client relationships
β’ Generate new leads through networking, referrals, and resources provided by the company
β’ Inform clients about available insurance policies and coverage alternatives
β’ Follow up with potential clients to finalize sales and ensure customer satisfaction
β’ Remain updated on industry trends and product developments
β’ Operate independently while engaging with a collaborative team
β’ Valid insurance license (or a willingness to obtain one β we offer assistance)
β’ Excellent communication and interpersonal abilities
β’ Self-driven with a focus on achieving results
β’ Capability to work autonomously and manage time effectively
β’ Basic computer proficiency for CRM and client management
β’ Competitive commission framework with opportunities for bonuses
β’ Flexible working hours (remote position)
β’ Comprehensive training and mentorship initiatives
β’ Access to leading insurance carriers and product offerings
β’ Opportunities for professional advancement and leadership growth
β’ Supportive team environment with continuous coaching and development
Legacy Planning
Legacy Planning
R1 RCM
Ethos
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