The Roethlisberger Life Group · 18 hours ago
Remote Insurance Agent
The Roethlisberger Agency is a growing, independent insurance agency focused on helping families protect what matters most through life insurance and related financial solutions. They are seeking a Remote Insurance Agent to connect with prospective clients, conduct consultations, assess client needs, and present appropriate insurance solutions while working in a flexible remote environment.
Responsibilities
Connect with prospective clients who have requested information
Conduct virtual consultations via phone or video conferencing
Assess client needs and present appropriate insurance solutions
Follow up professionally with prospective and existing clients
Participate in virtual trainings and team meetings
Maintain accurate records using provided systems and tools
Qualification
Required
Self-motivated with strong communication skills
Comfortable working independently in a remote environment
Willingness to learn and follow a structured sales process
Professional, reliable, and coachable
Must be licensed or willing to obtain an insurance license (guidance provided)
Preferred
Prior sales or insurance experience is helpful but not required
Benefits
Flexible Schedule
Training & Licensing Support Provided
Pre-qualified lead flow provided
Structured onboarding and ongoing professional training
Team-based culture with mentorship and accountability
Initial and ongoing training
One-on-one and group mentorship
CRM and virtual sales tools
Clear performance expectations and advancement pathways
Company
The Roethlisberger Life Group
Welcome! At the Roethlisberger Agency, we strive to help our clients, agents, and staff alike create the greatest legacy for themselves and for their families.
Funding
Current Stage
Growth StageCompany data provided by crunchbase