Life and Health Insurance Agent

Symmetry Financial Group

Remote Life and Health Insurance Agent helping families choose tailored coverage. Building client relationships, generating leads, and closing sales on an uncapped commission basis.

Posted 8/4/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in identifying client needs and recommending tailored insurance solutions while maintaining strong client relationships. Proficient in managing time effectively and working independently to achieve sales goals and customer satisfaction.

Highest-signal resume keywords

Insurance LicenseClient Relationship ManagementLead GenerationStrong Communication SkillsSelf-Motivated

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

Interpersonal SkillsResults-Driven MindsetTime Management

Tools & Technologies

CRM SoftwareLaptopDesktopIPad

Certifications & Qualifications

Insurance License

Industry Keywords

Insurance SolutionsClient EducationSales ClosingIndustry TrendsNetworking

About the role

Key responsibilities & impact

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
Manage personal schedule, time, and results independently
Help individuals and families protect what matters most

Requirements

What you’ll need

Insurance license or willingness to obtain one; guidance is provided
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
Technical device such as a laptop, desktop, or iPad
Ability to create and manage a flexible work schedule

Benefits

Comp & perks

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
Company-provided lead-generation resources
Guidance to obtain an insurance license