Remote Insurance Sales Agent

The Gainey Agency is seeking a remote licensed insurance agent to deliver professional, client-focused service across the policy lifecycle. The successful candidate will represent The Gainey Agency in a virtual capacity, support client needs, and contribute to sales and retention objectives while maintaining regulatory compliance and high-quality documentation.

Why join us

• Opportunity to make a meaningful impact by helping individuals and families protect their financial futures.
• Structured training and ongoing mentorship to support professional development.
• Competitive compensation with commission and performance-based incentives.
• Collaborative, inclusive team environment with remote work flexibility.

Key responsibilities

• Respond promptly and professionally to client inquiries via phone, email, and online channels.
• Conduct needs assessments and recommend appropriate life insurance and related products tailored to client circumstances.
• Prepare and present accurate quotes; assist clients with application completion and required documentation.
• Manage policy lifecycle activities including issuance, changes, renewals, endorsements, and basic claims support.
• Maintain accurate and timely records of client interactions and policy transactions in internal systems and CRM.
• Coordinate with underwriting, product, or sales teams to resolve client issues; escalate complex matters as needed.
• Stay current on product offerings, underwriting guidelines, regulatory requirements, and market developments.
• Identify opportunities to improve processes and service quality to enhance client satisfaction and operational efficiency.

Required qualifications

• High school diploma or GED.
• Minimum two years of customer service experience; prior experience in insurance or financial services preferred.
• Possession of, or willingness to obtain in a timely manner, relevant state insurance license(s).
• Strong verbal and written communication skills and professional telephone/email etiquette.
• Demonstrated problem-solving ability, attention to detail, and capacity to manage competing priorities.
• Proficiency with standard office productivity tools; accurate data-entry skills.
• Authorization to work in the United States.
• Reliable high-speed internet connection and a suitable home workspace for remote duties.

Preferred qualifications

• Prior experience as an insurance agent, inside sales representative, or other client-facing insurance role.
• Familiarity with CRM systems and quote/issuance platforms.
• Proven track record of meeting or exceeding service and sales performance expectations.
• Experience working remotely and managing a virtual workload independently.

Additional information

• The Gainey Agency supports professional development and advancement opportunities and expects employees to maintain compliance with licensing and regulatory requirements.
• This is a remote position; equipment and technology requirements should be met to perform duties effectively.