The Forehand Agency ยท 5 months ago
Insurance Agent - Work from Home
United States
Full-time
Remote
New Grad, Entry Level
$90K/yr - $120K/yrThe Forehand Agency is seeking an Insurance Agent to sell life and health insurance and develop client relationships. This role emphasizes consultative selling, accurate recordkeeping, and high-quality customer service within a collaborative small-team environment.
Financial Services
Responsibilities
Sell life and health insurance products using consultative sales techniques within an assigned territory
Identify and develop new business through prospecting, lead follow-up, and referral generation
Conduct thorough needs assessments and recommend appropriate coverage solutions tailored to client goals
Prepare and present clear proposals that explain policy features, benefits, limitations, and costs
Maintain long-term client relationships through regular follow-up, policy reviews, and service activities
Maintain accurate records in the CRM and ensure timely submission of required paperwork and documentation
Stay current on product knowledge, regulatory requirements, and underwriting guidelines
Meet or exceed sales targets and participate in incentive programs and performance contests
Qualification
Required
Current state life and health insurance license, or willingness and ability to obtain and maintain required licensure
Proven sales or client-service experience; prior insurance experience preferred but not required
Strong verbal and written communication, persuasion, and negotiation skills
Ability to work independently, prioritize tasks, manage time effectively, and handle multiple accounts
Analytical ability to interpret coverage details and underwriting requirements and convey them clearly to clients
Proficiency with basic PC applications and a willingness to learn CRM and other agency software
Professional demeanor and a commitment to delivering a high standard of client service
Preferred
Prior insurance experience preferred but not required
Benefits
Commission-based compensation with performance incentives and periodic contests.
Flexible scheduling to support work-life balance.
Collaborative small-team environment with hands-on professional development and training.
Opportunities for advancement as the agency grows.
Health and wellness benefits to support employee well-being.
Company
The Forehand Agency
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase