A successful insurance agency owner is seeking a qualified professional to join their winning team for the role of Insurance Advisor. The agency is seeking an energetic professional interested in growing their own portfolio of clientele through value-based conversations and remarkable customer experience. If you are a motivated self-starter who aspires to build your own business with access to quality training and support, then this is your opportunity for a rewarding career with excellent income and growth potential.




  • Use a customer-focused, goals-based review process to educate customers about insurance and financial options.
  • Develop and/or purchase leads, schedule appointments, identify customer needs, and market appropriate products and services.
  • Maintain a strong work ethic with a total commitment to success each and every day.
  • Coordinate appointments with Financial Advisors to help clients access advanced financial planning products and services.
  • Provide potential clients with financial tools that enhance their ability to save money and build a more secure financial life.




  • Great attitude
  • High level of integrity
  • Coachable spirit
  • Strong desire to help others
  • Interest in marketing products and services based on customer needs
  • Must understand the value of financial literacy & education
  • Excellent communication skills – written, verbal, and listening
  • Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
  • Proactive in problem-solving
  • Ability to work in a team environment and as an individual
  • Ability to make presentations to potential customers
  • Ability to effectively relate to a customer
  • Knowledge of life products or desire to learn
  • Life and Health license (must be able to obtain)


Next Steps


If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.

This is a business opportunity to run your own insurance practice with training & support provided by an agency owner. Only apply if you are seeking an opportunity to start a business in the financial services industry and are prepared to pursue the appropriate licensure to work in the financial services sector.

Job Category: Sales
Job Type: Full Time Part Time
Job Location: Remote

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