The Forehand Agency ยท 3 months ago
Remote Life and Health Insurance Agent
United States
Full-time
Remote
New Grad, Entry Level
$90K/yr - $120K/yrThe Forehand Agency is seeking a remote life and health insurance agent to sell coverage and build client relationships. This role emphasizes consultative selling, accurate recordkeeping, and providing professional service within a collaborative team environment.
Financial Services
Responsibilities
Sell life and health insurance products using consultative sales approaches within an assigned territory
Identify and develop new business through prospecting, timely follow-up on leads, and generating referrals
Perform comprehensive needs assessments and recommend coverage solutions aligned with client objectives
Prepare and present clear proposals that explain policy features, benefits, limitations, and costs
Maintain long-term client relationships through regular follow-up, policy reviews, and ongoing service activities
Keep accurate CRM records and ensure timely submission of required paperwork and documentation
Stay current on product information, regulatory requirements, and underwriting guidelines
Meet or exceed individual sales targets and participate in incentive programs as applicable
Qualification
Required
Current state life and health insurance license or willingness and ability to obtain and maintain required licensure
Proven sales or client-service experience; prior insurance experience preferred but not required
Strong verbal and written communication, persuasion, and negotiation skills
Ability to work independently, prioritize tasks, manage time effectively, and handle multiple accounts
Analytical ability to interpret coverage details and underwriting requirements and explain them clearly to clients
Proficiency with basic PC applications and willingness to learn CRM and other agency software
Professional demeanor and commitment to delivering a high standard of client service
Preferred
Prior insurance experience
Benefits
Performance incentives
Professional development and training
Health-related benefits
Company
The Forehand Agency
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase