Sales Agent

Symmetry Financial Group

Remote insurance sales agent helping clients choose tailored policies through Allen Agency. Managing CRM leads, building relationships, and closing sales on a flexible schedule without cold calling.

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 leads through a CRM and educating clients on policies and coverage options.

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.

Hard Skills

Client ManagementInsurance SolutionsSales ClosingNetworkingTime Management

Soft Skills

Interpersonal SkillsResults-Driven MindsetIndependent Work

Tools & Technologies

CRM Software

Certifications & Qualifications

Insurance License

Industry Keywords

Insurance PoliciesCoverage OptionsIndustry Trends

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
Work independently while collaborating with a supportive team
Engage with a CRM of leads without cold calling
Set your own schedule and work when and where you choose

Requirements

What you’ll need

Insurance license, or willingness to obtain one with provided 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

Comp & perks

Flexible work schedule
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
Competitive commission structure with potential for bonuses