Remote Universal Life Insurance Specialist

Embrace a Mission that Puts People First

Welcome to a remote opportunity that blends purpose, empathy, and professional growth. As a Remote Universal Life Insurance Specialist, you'll step into a role where inclusion, care, and personal connection are at the heart of every client interaction. In this position, you won’t just explain insurance policies—you’ll empower people to secure their futures, protect their families, and find peace of mind. With an annual salary of $88,115, this role offers meaningful work and financial stability.

Everyone deserves access to personalized life insurance options, and every team member deserves to thrive in an inclusive workplace. Your voice matters here in a bustling city or the quiet countryside.

About Our Culture

Inclusive, Diverse, and United

Our workforce embodies the diverse fabric of the people we serve. We embrace diversity and celebrate unique backgrounds, perspectives, and identities. You'll join a community where collaboration is king, every voice is heard, and growth is nurtured.

Employee-First Approach

Our leaders genuinely care. We offer support, flexible work hours, and a culture that values wellness, balance, and personal development. One of our team members, Jamie, recently shared, "This company took a chance on me when others wouldn't. I found a place where I'm respected, challenged, and celebrated."

Your Core Responsibilities

Guiding and Empowering Clients

• Conduct virtual consultations to help individuals understand universal life insurance solutions tailored to their goals.
• Listen compassionately, offer thoughtful recommendations, and help clients choose plans that suit their lives.
• Explain complex terms in everyday language to create clarity and build trust.

Building Long-Term Relationships

• Maintain consistent communication with policyholders, checking in regularly to ensure evolving needs are met.
• Serve as a reliable point of contact, fostering a long-term rapport based on transparency and care.

Supporting Diverse Communities

• Collaborate with colleagues to develop outreach strategies that connect with underrepresented communities.
• Use inclusive communication practices that ensure all clients feel seen and respected.

Continuous Learning and Growth

• Attend virtual training sessions on evolving life insurance products and empathetic service delivery.
• Stay updated on industry standards and legal compliance in life insurance offerings.

The Work Environment You Deserve

Remote-First, Human-Centered

You can work from anywhere, but you will never feel alone. We offer structured support through regular team check-ins, virtual wellness sessions, and peer-led learning labs. Our tech is robust, and our people are even better.

Teamwork That Transcends Distance

Our remote insurance specialists work closely across departments. Whether brainstorming during a video call or solving a policy challenge via Slack, you'll experience true collaboration.

A Space for All

We actively cultivate an inclusive workplace. Gender-neutral rest policies, diverse holiday observances, and employee resource groups are just a few ways we ensure a sense of belonging.

The Tools and Technology That Empower You

Efficient and Easy-to-Use Platforms

• Cloud-based CRM software for managing client data securely
• Screen-sharing and video conferencing tools for consultations
• Digital signature platforms for fast, paperless processing

Training at Your Fingertips

• On-demand webinars
• Resource libraries tailored to remote life insurance work
• Mentorship sessions that connect you with experienced specialists

What You Bring to the Role

Interpersonal Excellence

• Deep listening skills and a natural ability to build trust
• Strong verbal and written communication with a tone that reassures and respects

Technical Know-How

• Comfort navigating multiple digital tools simultaneously
• Quick learner when it comes to new platforms and updates

Educational and Professional Background

• A high school diploma or equivalent is required; additional insurance, finance, or communication certifications are a bonus.
• At least two years in a customer-facing, advisory, or life insurance-related role

Heart and Hustle

• You care deeply about making a difference
• You’re organized, motivated, and inspired by a people-first mission

Growth and Development

Career Paths That Inspire

Many of our specialists grow into roles such as Team Leads, Training Coordinators, and Policy Strategists. We actively promote from within and invest in your future.

Personal Growth

Your well-being matters. From self-care workshops to leadership retreats (held virtually or in safe local hubs), we offer opportunities to grow beyond your role.

Why You Should Join Us

Impact That Matters

You're not just selling policies. You're guiding life decisions with empathy, transparency, and insight.

A Place Where You Belong

Here, your identity is embraced, your experience is valued, and your future is bright.

Competitive Benefits

• Flexible hours and fully remote work
• Paid time off and wellness days
• Mental health support resources
• Annual learning stipend for personal development

Ready to Take the Leap?

This is your chance to join a team where your passion, heart, and skills can shine. If you thrive in an inclusive workplace, want to grow with a diverse team, and believe in meaningful human connection, we want you here.

Apply now to become a Remote Universal Life Insurance Specialist and help shape a more inclusive, supportive future for clients nationwide.