Insurance Broker

Job Description

New year. New opportunities. A career with real upside.

Company Description

Imagine Financial helps individuals, families, and businesses create clarity and confidence around their financial future. We specialize in life insurance, mortgage protection, employee benefit strategies, and business focused tax saving programs. Our approach is education first, relationship driven, and built around long term impact rather than transactions.

We believe financial planning should be accessible, honest, and customized. Our team focuses on helping clients make informed decisions that protect what matters most while creating sustainable growth for the future.

Role Description

This is a full time or part time, remote opportunity for an Insurance Broker with Imagine Financial. This role is ideal for someone looking to build a meaningful career in financial services, whether you are experienced in the industry or exploring a career change with strong earning potential and professional growth.

As an Insurance Broker, you will work with individuals, families, and business owners to identify appropriate insurance solutions and financial strategies. You will guide clients through life insurance, mortgage protection, and benefit options while building long term relationships based on trust and service.

This role offers flexibility, training, mentorship, and the ability to grow at your own pace within a collaborative team environment.

Key Responsibilities

Assist clients in identifying insurance and financial solutions aligned with their needs and goals

Educate clients on life insurance, mortgage protection, and basic financial strategies

Build and maintain strong client relationships through consistent communication and follow up

Provide high quality customer service before, during, and after policy placement

Stay current on industry trends, product updates, and compliance requirements

Work independently while collaborating with a supportive team

Qualifications

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• Understanding of insurance brokerage concepts or willingness to learn
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• Interest in finance, protection planning, and long term client relationships
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• Strong communication, organization, and problem solving skills
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• Customer service mindset with a desire to help others
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• Insurance licensing preferred or willingness to obtain required licenses
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• Previous experience in sales, customer service, finance, or insurance is helpful but not required
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• Ability to work remotely with discipline and accountability
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• Bachelor’s degree in business, finance, or a related field is preferred but not required
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Why Imagine Financial

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• Flexible remote work environment
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• Full time or part time options
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• Training, mentorship, and ongoing support
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• Career path with income growth tied to performance, not tenure
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• Opportunity to make a real impact in people’s lives
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