QUALIFICATIONS

• Must reside in the U.S. and be authorized to work
• High school diploma or GED required; a bachelor’s degree in business, finance, or a related field is a plus
• Prior experience in insurance, financial consulting, or business development preferred
• Strong consultative selling skills and ability to explain complex products simply
• Exceptional communication, presentation, and relationship-building skills
• Self-motivated, organized, and able to manage time and goals independently
• Willingness to obtain relevant insurance licenses (support provided)
• Proficient with CRM software, digital communication tools, and video conferencing
• Ability to pass a background check

ABOUT THE ROLE

We are looking for a driven and business-minded individual to join our team as an Insurance Business Consultant. In this role, you’ll work closely with clients to identify their insurance needs, develop customized strategies, and provide ongoing advisory support to help them protect their assets, families, and financial goals.
This is a remote, commission-based position offering flexibility, autonomy, and the opportunity to grow your own book of business while making a meaningful impact in the lives of others.

KEY RESPONSIBILITIES

• Serve as a trusted advisor to clients, providing strategic guidance on life, health, and supplemental insurance solutions
• Analyze clients’ personal and business insurance needs and recommend tailored coverage options
• Build and manage client relationships through regular follow-ups and consultations
• Guide clients through the full sales process, from needs assessment to policy implementation
• Maintain detailed records of client interactions and policy data using CRM systems
• Meet individual performance metrics for sales, retention, and customer satisfaction
• Stay current with product offerings, industry trends, regulatory requirements, and compliance standards
• Represent the company with professionalism and a consultative, client-first mindset