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Virtual Insurance Agent

Sandhills Financial Group

About the CompanyThe following information aims to provide potential candidates with a better understanding of the requirements for this role.Sandhills Financial Group is a rapidly expanding, family-led brokerage focused on helping individuals and families protect what matters most. Our work centers around life insurance, mortgage protection, and retirement planning, all with the goal of creating long-term financial security. We believe insurance should feel personal, not transactional. Every conversation is rooted in integrity, empathy, and genuine care. By blending innovative technology with real human connection, we've built a client-first experience that's redefining the insurance experience. There's no cold calling or door-to-door work. You'll work with a steady flow of qualified prospects who have already expressed interest in our solutions.ResponsibilitiesConnect with clients who have requested information and guide them through their optionsConduct virtual consultations via Zoom or phoneMaintain consistent communication with clients and internal support teamsCollaborate with peers and leadership to deliver a high-quality client experienceAchieve performance benchmarks that unlock advancement and increased earning potentialRemain compliant with all state insurance and licensing requirementsParticipate in weekly virtual trainings and team meetingsBuild and maintain a long-term book of business using company-provided and self-generated leadsHelp families identify protection and financial solutions aligned with their goalsQualificationsExperience in sales, customer service, or a related field is helpful but not requiredComfortable using technology and virtual communication platformsStrong communication and organizational skillsSelf-motivated, coachable, and driven to achieve goalsProfessional and confident presence on Zoom and phone callsClient-focused with a solution-oriented mindsetRequired SkillsAbility to pass a background checkReliable phone, xhyhwjd computer, and internet connectionActive Life & Health Insurance License or willingness to obtain one within 7–10 days (we provide guidance)Schedule flexibility to meet client availability, including some evenings or weekendsPay range and compensation package100% remote role with flexible schedulingPerformance-based fully commission compensation with uncapped monthly bonusesAnnual incentive trips for top performers, sponsored by the company and carrier partnersAccess to discounted life and health insurance optionsFast-track advancement and leadership opportunities for top producers

Vacancy posted 2 days ago
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