Remote Sales Agent | Insurance Sales
- Remote, Dallas, TX
The Gainey Agency is seeking a motivated Virtual Life Insurance Agent to deliver consultative sales and comprehensive policy servicing in a 100% remote capacity. This commission-based role provides a structured pathway to develop and lead an independent book of business and to grow an agency through recruiting, mentoring, and expanding a team of licensed producers.
Key responsibilities:
- Conduct virtual, consultative needs assessments and present life insurance solutions tailored to individual client circumstances.
- Manage the full policy lifecycle, including preparing and submitting applications, coordinating underwriting requirements, processing endorsements and policy changes, and assisting with claim inquiries.
- Maintain accurate client records and documentation within the company CRM; ensure timely follow-up on leads, applications, and service requests.
- Deliver professional client service via phone, email, and virtual meetings to foster long-term relationships and maximize retention.
- Collaborate with underwriting, operations, and leadership to resolve client issues and ensure compliance with regulatory and company standards.
- Develop and execute a personal production plan with measurable targets; meet or exceed performance objectives for sales, client satisfaction, and retention.
- Pursue agency growth by recruiting, training, and mentoring other agents; implement best practices to scale a team and expand market reach.
- Participate in ongoing training, licensing education, and quality assurance activities to maintain current product knowledge and professional standards.
Required qualifications:
- Exceptional verbal and written communication skills and a professional client-service orientation.
- Proven ability to work independently in a remote environment, manage time effectively, and prioritize competing tasks.
- Comfortable using virtual meeting platforms, CRM systems, and standard office software.
- Willingness to obtain and maintain applicable life insurance licenses; licensing support and training will be provided as needed.
- Authorization to work in the United States.
- High attention to detail and adherence to regulatory and company compliance requirements.
Preferred qualifications:
- Previous experience in life insurance sales, financial services, or other remote client-facing roles.
- Demonstrated success meeting sales targets and building client portfolios.
- Experience recruiting, training, or managing other sales professionals.
What we offer:
- Fully remote work arrangement with flexible full-time or part-time schedules.
- Competitive commission structure with opportunities for performance-based incentives.
- Comprehensive training, licensing guidance, and ongoing mentorship to support career growth.
- Tools and systems to support efficient remote client consultations and case management.
- Clear advancement pathway to establish and grow an independent agency within The Gainey Agency framework.
Location: 100% remote. The Gainey Agency is based in Baltimore, Maryland.