Remotery

Insurance Agent – High Level Strategy

atLegacy PlanningRemoteUS flagUtahFull-timeInsuranceMid-levelSenior

Posted 1 day ago

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

📋 Description

• Assess client requirements and propose customized insurance solutions.

• Cultivate and sustain robust relationships with clients.

• Generate leads through networking, referrals, and resources provided by the company.

• Inform clients about the policies and coverage options available.

• Follow up with potential clients to finalize sales and ensure customer satisfaction.

• Keep updated on industry trends and product offerings.

• Operate independently while working in conjunction with a supportive team.


⛳️ Requirements

• Possession of an insurance license (or willingness to obtain one with our guidance).

• Excellent communication and interpersonal skills.

• Self-driven with a focus on achieving results.

• Capability to work autonomously and manage time efficiently.

• Basic computer proficiency for CRM and client management tasks.


🏝️ Benefits

• Competitive commission model with the possibility of bonuses.

• Flexible work hours (remote work opportunity).

• Comprehensive training and mentorship programs.

• Access to top-tier insurance carriers and products.

• Opportunities for professional advancement and leadership development.

• Supportive team culture with continuous coaching and professional growth.

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