Insurance Sales Specialist

Company Description

Prevail Financial is a growing financial services organization focused on helping individuals and families better understand and manage their personal finances. The company emphasizes accessible financial education, tailored solutions, and a supportive environment for both clients and team members. As a remote-friendly employer, Prevail Financial offers flexible opportunities for people looking to build sales and client service experience in the financial sector. Team members are encouraged to develop professionally through coaching, training, and performance-based growth. The organization values integrity, clear communication, and a client-first approach in every interaction.

Role Description

The Insurance Sales Specialist is a part-time (full time available for qualified applicants) remote role responsible for advising individuals and families on suitable insurance products, including annuities and other coverage options. This role involves conducting consultations by phone or video, assessing client needs, and recommending tailored insurance solutions. The specialist will manage a pipeline of prospects, prepare quotes, and assist clients through the application and onboarding process. Daily activities include coordinating with insurance carriers or brokerage partners and providing responsive client service to address questions and policy changes. The role also includes staying informed about industry trends and product updates to ensure compliant and effective recommendations.

Qualifications

• Candidates should possess strong communication and interpersonal skills, including clear speaking, active listening, and the ability to build rapport in remote interactions.
• Basic sales and customer service skills, such as lead follow-up, handling objections, and maintaining a positive, solution-focused mindset.
• Possess time management and organizational skills, including the ability to prioritize tasks, manage a pipeline, and work independently in a remote environment.
• Comfort with technology and digital tools, including video conferencing platforms, CRM or tracking systems, email, and standard office software.
• Willingness to learn about products and services, openness to coaching, and a commitment to ethical, client-centered practices.
• Additional beneficial qualifications include goal-oriented work habits, resilience in a performance-driven environment, and the ability to collaborate with a remote team.

What Makes You a Great Fit

• Strong communicator who enjoys helping people
• Self‑motivated, dependable, and coachable
• Ethical and professional
• Comfortable in a fast‑paced, team‑oriented environment
• Entrepreneurial mindset and desire for growth

Compensation & Growth

• Performance‑based compensation with bonuses and incentives
• Leadership and advancement opportunities for those who want to grow
• Mentorship, training, and ongoing development
• Flexible schedule — work around your life and current career
• Access to retirement plan options

Qualifications

• Experience in sales, insurance, customer service, or similar fields is helpful (but not required)
• Strong verbal communication skills
• Ability to multitask and stay organized
• Must have or be willing to obtain a Life Producer License

Work Environment

• 100% remote
• Flexible hours

MUST RESIDE IN THE UNITED STATES***