Insurance Sales Specialist

Job Description

ALL APPLICANTS MUST RESIDE IN THE U.S.

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Company Description:

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Prevail Financial is a growing insurance-focused organization dedicated to helping clients protect their health, assets, and financial well-being. The company offers a range of insurance products and services, with a focus on personalized guidance and long-term relationships. Team members collaborate remotely, leveraging technology to serve clients efficiently and professionally. Prevail Financial values integrity, clear communication, and client-centered solutions, creating an environment where insurance professionals can develop their skills and advance their careers.

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Role Description:

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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 customer 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.

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What Makes You a Great Fit

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• Strong communicator who enjoys helping people

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• Self‑motivated, dependable, and coachable

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• Ethical and professional

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• Comfortable in a fast‑paced, team‑oriented environment

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• Entrepreneurial mindset and desire for growth

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Compensation & Growth

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• Performance‑based compensation with bonuses and incentives

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• Leadership and advancement opportunities for those who want to grow

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• Mentorship, training, and ongoing development

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• Flexible schedule — work around your life and current career

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• Access to retirement plan options

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Qualifications

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• Experience in sales, insurance, customer service, or similar fields is helpful (but not required)

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• Strong verbal communication skills

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• Ability to multitask and stay organized

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• Must have or be willing to obtain a Life Producer License

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Work Environment

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• 100% remote

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• Flexible hours

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ALL APPLICANTS MUST RESIDE IN THE U.S.