Advanced Market Insurance Agent – High Level Strategy
Legacy Planning
full-time
Posted on:
Location Type: Remote
Location: Texas • United States
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About the role
- Identify client needs and recommend tailored insurance solutions
- Develop and maintain strong client relationships
- Generate leads through networking, referrals, and company-provided resources
- Educate clients on available policies and coverage options
- Follow up with prospects to close sales and maintain customer satisfaction
- Stay informed about industry trends and product offerings
- Work independently while collaborating with a supportive team
Requirements
- Insurance license (or willingness to obtain one – we provide guidance)
- Strong communication and interpersonal skills
- Self-motivated with a results-driven mindset
- Ability to work independently and manage time effectively
- Basic computer skills for CRM and client management
Benefits
- Competitive commission structure with potential for bonuses
- Flexible work schedule (remote position)
- Comprehensive training and mentorship programs
- Access to top-rated insurance carriers and products
- Opportunities for career growth and leadership development
- Supportive team culture with ongoing coaching and professional development
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
strong communication skillsinterpersonal skillsself-motivatedresults-driven mindsetability to work independentlytime management
Certifications
insurance license