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Remote Client Service and Sales Representative

Role overview

Summary

This role focuses on assisting individuals and families interested in life insurance. You will connect with clients, understand their needs, and guide them through the application process, all while working remotely from Texas.

Qualifications

  • Live in Texas.
  • Authorized to work in the U.S.
  • Clear communication and a willingness to learn.
  • Able to stay organized and manage daily activity.
  • Willing to obtain a Texas life and health insurance license.

Responsibilities

  • Connect with people who have requested information about coverage.
  • Understand clients' needs and present life insurance options.
  • Guide clients through the application process.
  • Follow up and maintain communication with clients.

Key facts

Hard skills

Other skills

  • Sales
  • Communication
  • Willingness To Learn

About the company

The Delaney Agency logo

The Delaney Agency

  • Insurance Brokerage & Agencies
  • SME
  • 201–500
At Symmetry Financial Group, we are committed to helping families and individuals protect what matters most. Helping communities since 2009, we connect our clients with best-fitting insurance products while providing our sales force with industry-leading training and tools. CultureIQ and Entrepreneur's Top Company Culture List, 2019 Top Company Cultures, Entrepreneur Magazine, 2017 Best Places to Work for Recent Grads, Experience™ a ConnectEDU company, 2012 A licensed agency within Symmetry Financial Group, a nationally recognized organization offering life insurance solutions including mortgage protection, disability, retirement protection, term life and more. With access to over 30 of the top carriers, I can help you find personalized coverage to fit your budget. At Symmetry Financial Group, we are committed to helping families and individuals protect what matters most. Helping communities since 2009, we connect our clients with best-fitting insurance products while providing our sales force with industry-leading training and tools.

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Job description

We're hiring a Sales Representative to work with individuals and families who have requested information about life insurance.

This is a remote role for people who live in Texas. You'll work from home and meet clients by phone and video.

No prior insurance experience is required. We provide structured training and support to help you learn the role and build your skills.

Licensing

You'll need a Texas resident life and health insurance license before you can work with clients. You don't need it to apply. We'll guide you through the pre-licensing course and the state exam.

What You'll Do

  • Connect with people who have requested information about coverage. No cold calling
  • Understand their needs and present life insurance options that fit
  • Guide them through the application process
  • Follow up and stay in touch with your clients
  • Use the CRM we provide to track your activity and manage your week

What We Provide

  • Structured onboarding and training
  • Help getting your Texas license
  • CRM and client management tools
  • Ongoing coaching and development

Compensation

This is a 1099 independent contractor role, paid 100% on commission from completed sales. There is no base salary.

The pay range is $75,000 to $120,000 a year, all commission. Earnings depend on your activity, consistency and results, and are not guaranteed.

Requirements

  • Live in Texas
  • Authorized to work in the U.S.
  • Clear communication and a willingness to learn
  • Able to stay organized and manage your daily activity
  • Comfortable working independently, with support
  • Willing to get a Texas life and health insurance license (we'll help)

Additional Information

There are no fees charged by the company for training or onboarding. State licensing costs, where they apply, are paid directly to the state licensing authority.

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