Remote Life Insurance Broker

Role Overview

Are you passionate about helping people make confident, long-term financial decisions from the comfort of your own space? As a Remote Life Insurance Broker, you will be crucial in guiding individuals and families through important life insurance choices. You'll provide tailored solutions, explain policy options clearly, and ensure clients feel secure and understood. With a focus on empathy, clarity, and trust, this position empowers you to make a real impact in people’s lives—remotely and efficiently.

Key Responsibilities

• Offer personalized consultations to clients via phone, video call, or messaging platforms.
• Assess client needs and recommend suitable term, whole life, or universal insurance products.
• Clearly explain policy terms, premium structures, and benefits
• Manage client records and follow up regularly to maintain strong relationships
• Respond to questions with accuracy, empathy, and professionalism
• Navigate various provider systems and ensure accurate data entry and policy updates
• Stay updated with state and federal insurance regulations
• Achieve or surpass defined sales goals on a monthly and quarterly basis
• Actively participate in virtual team meetings and training sessions

Required Qualifications

• Licensed Life Insurance Broker with certification in at least one U.S. state
• Minimum 2 years of experience selling life insurance products
• Strong understanding of policy types, benefits, and compliance requirements
• Excellent communication and listening skills
• Comfortable using CRM platforms and virtual communication tools
• High level of personal accountability and a meticulous approach to accuracy
• Capable of managing tasks autonomously while staying connected with team objectives
• Familiarity with remote client onboarding processes

Preferred Experience

• Experience working in a fully remote brokerage setting
• Bilingual capabilities (especially in Spanish or Mandarin)
• Background in finance, estate planning, or retirement consultation
• Proven record of consistent sales performance
• Familiarity with platforms like Salesforce, Zoom, and DocuSign

Tools & Technologies

This remote position relies on cloud-based platforms and digital tools that support seamless client interaction and policy management:

• CRM software (e.g., Salesforce, HubSpot)
• Secure e-signature tools (e.g., DocuSign)
• Communication apps (Zoom, Microsoft Teams, Slack)
• Policy quoting and underwriting platforms
• Cloud storage and file-sharing tools (Google Drive, Dropbox)

Work Environment

You will work in a fully remote, professional environment built for flexibility, independence, and productivity. The team culture emphasizes integrity, collaboration, and continued growth. You’ll join a group of like-minded professionals who support each other through knowledge-sharing and mentorship. While you will manage your schedule, regular team check-ins and leadership support ensure you never work in isolation.

Expectations include:

• A dedicated workspace free from distractions
• Reliable internet connection and headset
• Commitment to regular availability during core business hours (with flexible shifts)
• Participation in training, compliance reviews, and company-wide updates

Why This Role Matters

Life insurance is one of the most meaningful financial tools available to families, and your guidance can ensure peace of mind during life’s most unpredictable moments. As a Remote Life Insurance Broker, your work goes far beyond sales: building lasting trust and providing security to diverse clients from all walks of life. In doing so, you become an essential part of their financial planning journey.

Career Growth & Learning

This position provides meaningful avenues for advancing your career, including:

• Access to regular virtual workshops and training programs
• Opportunities to obtain multi-state licenses at company cost
• Mentorship from experienced brokers and leadership professionals
• Pathways to become a senior broker, team lead, or trainer
• Exposure to innovative sales tools and industry trends

Compensation & Benefits

• Annual salary of $89,659
• Performance-based bonuses
• Remote work flexibility with a structured support network
• Access to learning resources, courses, and certifications
• Wellness support, virtual team events, and social hours

What Makes You a Great Fit

You thrive in client-facing roles and take pride in simplifying complex concepts. You believe in the value of life insurance and enjoy helping people make responsible financial decisions. You're self-driven and organized and love the autonomy of remote work. Your integrity, empathy, and consultative mindset make you someone clients trust and return to.

You're likely to excel here if you:

• Can explain insurance products with clarity and compassion
• Enjoy helping people protect their futures
• Value transparency, diligence, and ethics
• Are motivated by relationship-building more than high-pressure sales
• Know how to balance efficiency with human connection

How You’ll Make an Impact

• Empower clients to make educated life insurance decisions
• Support families and individuals during major life milestones
• Improve access to life insurance guidance regardless of location
• Contribute to a more inclusive, remote-friendly financial services industry

Apply Today

We'd love to hear from you if you’re ready to work remotely and help clients feel safe and supported through reliable life insurance guidance.

Apply now and become a part of a mission that truly matters.