Remote Life Insurance Professional
Imagine Financial
New year. 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. 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.
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.
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
Provide high quality customer service before, during, and after policy placement
Understanding of insurance brokerage concepts or willingness to learn
Interest in finance, protection planning, and long term client relationships
Customer service mindset with a desire to help others
Insurance licensing preferred or willingness to obtain required licenses
Previous experience in sales, customer service, finance, or insurance is helpful but not required
Ability to work remotely with discipline and accountability
Bachelor’s degree in business, finance, or a related field is preferred but not required
Why Imagine Financial
Flexible remote work environment
Full time or part time options
Training, mentorship, and ongoing support
Career path with income growth tied to performance, not tenure
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