Remote Life Insurance Representative

The Jackson Agency protects families & develops leaders. We are actively looking for hard working individuals that love people, thrive on personal growth, and enjoy a competitive yet collaborative team environment.

We operate with a people-first mindset — believing integrity, service, and follow-through matter just as much as results. By blending modern technology with real human conversations, we’ve built a streamlined, client-focused experience that removes friction for both clients and professionals.

Manage and service client inquiries generated through company-supported marketing and referral efforts

Responsibilities:

• Learn and apply our established systems, workflows, and offerings
• Speak with prospective clients who have requested information
• Conduct virtual consultations by phone or Zoom
• Guide clients through their options with clarity and confidence
• Work closely with leadership and team members to ensure a smooth client experience
• Maintain performance standards aligned with company expectations
• Maintain compliance with state and licensing guidelines
• Attend ongoing virtual trainings and team meetings
• Build and maintain long‑term client relationships through inbound interest and company‑supported referral channels
• Help households secure solutions that fit their goals and circumstances

Qualifications:

• Previous experience in sales, customer support, or a related field is helpful but not required
• Comfortable using technology, CRM systems, and virtual meeting tools
• Strong communication skills with attention to detail
• Self‑directed, coachable, and driven to improve
• Professional, confident presence on calls and video meetings
• Service‑oriented mindset with strong problem‑solving ability

Requirements:

• Ability to successfully complete a background check
• Reliable computer, phone, and internet access
• Active Life & Health Insurance License or willingness to obtain one (support provided)
• Availability to accommodate client schedules, including some evenings or weekends
• Remote position within a licensed financial services brokerage
• Structured onboarding and virtual training
• Compensation aligned with performance metrics and company standards
• Professional development and leadership growth pathways
• Support for obtaining required state insurance licensing

Licensing support provided for candidates who meet eligibility requirements