Licensed Insurance Agent

About the Role

This is a remote, contract role for a Licensed Insurance Agent with Symmetry Financial Group.

Key Responsibilities

• Consult with individuals and families to assess their insurance needs.
• Present suitable life insurance and related products.
• Guide clients through policy selection.
• Respond to leads.
• Schedule and conduct virtual or phone-based appointments.
• Explain coverage options.
• Complete applications accurately and in compliance with carrier and regulatory requirements.
• Collaborate with SFG support teams for licensing, underwriting, and commission inquiries.
• Use company tools and software to manage client information and track sales activities.
• Maintain strong client relationships.
• Follow up on renewals and referrals.
• Consistently pursue new business opportunities.

Requirements & Tech Stack

• Current state life insurance license (or willingness and ability to obtain one promptly).
• Comfort working in a remote environment.
• Proficient with digital tools, CRM systems, and online meeting platforms.

Qualifications

• Demonstrated proficiency in Insurance Sales, with the ability to explain insurance products clearly and ethically to diverse clients.
• Experience in Insurance Brokerage or working with multiple carriers, with skills in matching products to client needs.
• Basic to advanced knowledge of Finance concepts related to life insurance, income protection, and family financial planning.
• Strong Customer Service skills, including active listening, empathy, and timely follow-up with prospects and policyholders.
• Goal-oriented mindset with the ability to work independently, manage time effectively, and meet production targets.
• High level of integrity, professionalism, and compliance with all regulatory and company guidelines.
• Prior experience in sales, financial services, or insurance is preferred but not required for highly motivated candidates.