Sales Agent

Symmetry Financial Group

Remote insurance sales advisor guiding US families toward life, health, and financial protection. Selling customized policies through virtual consultations and pre-qualified leads.

Posted 8/5/2026contractRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in selling and explaining life, health, and financial insurance products while building strong client relationships. Capable of conducting needs analyses, providing ongoing policy servicing, and exceeding sales goals in a remote work environment.

Highest-signal resume keywords

Life Insurance SalesHealth Insurance SalesClient Relationship ManagementNeeds AnalysisSales Goal Achievement

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

Indexed Universal Life PoliciesAnnuitiesTerm Life InsuranceWhole Life InsuranceUniversal Life InsuranceFinancial SolutionsClaims SupportPolicy Reviews

Soft Skills

Strong CommunicationRelationship-BuildingSelf-StarterDisciplinedGoal-Oriented

Tools & Technologies

Zoom

Industry Keywords

Financial ProtectionInsurance ProductsSales ActivityClient Interactions1099 Independent Contractor

About the role

Key responsibilities & impact

Build meaningful relationships with clients and provide guidance on financial protection
Conduct virtual consultations and online presentations via Zoom or phone
Sell Indexed Universal Life policies, annuities, term life, whole life, universal life, and health insurance products
Connect with pre-qualified leads without cold calling
Educate clients on life and health insurance policy features, costs, and benefits
Conduct needs analyses and policy reviews
Recommend customized insurance and financial solutions
Provide claims support and ongoing policy servicing
Maintain accurate records of sales activity and client interactions
Exceed sales goals and contribute to team success

Requirements

What you’ll need

US residency is required
Must be responsive to coaching and guidance
Strong communication and relationship-building abilities
Self-starter who is disciplined and motivated
Optimistic, positive, goal-oriented mindset
No prior experience required; training provided
No insurance license required at application; employer will help obtain one
Ability to work as a 1099 independent contractor
Ability to sell and explain life, health, and financial insurance products

Benefits

Comp & perks

Uncapped commissions
Daily commission payouts
Performance bonuses
All-expense-paid luxury trips to dream destinations around the world
Flexible schedule / set your own hours
No commute
No mandatory meetings
Elite online training program
One-on-one mentorship
Expert coaching
Ongoing support
Comprehensive health plans
Life insurance options
Warm, pre-qualified leads provided
Top bonuses in the industry paid monthly