Burk Agency ยท 3 months ago
Remote Life Insurance Agent | Client-Focused | Work from Home
United States
Part-time
Remote
New Grad, Entry Level
$4,000/mo - $18,000/moBurk Agency is a family-operated independent insurance agency seeking a remote Life Insurance Agent to advise middle-income families, individuals, and business owners on life and retirement solutions. This role involves managing and growing a client base by providing tailored life insurance and retirement solutions, while maintaining long-term client relationships through education and high-quality service.
Insurance
Responsibilities
Manage and grow a client base by protecting families with life insurance
Conduct needs assessments and present tailored life insurance and retirement solutions clearly and professionally
Build and maintain long-term client relationships through education, follow-up, and high-quality service
Schedule and conduct client meetings by phone or video, and meet in person when appropriate
Maintain accurate records of client interactions in the agency CRM and ensure compliance with regulatory and carrier requirements
Participate in required training, weekly live coaching sessions, and team meetings to maintain product knowledge and sales skills
Manage personal schedule, performance goals, and adherence to agency standards and ethical practices
Qualification
Required
Current life and health insurance license issued by the applicant's home state, or willingness and ability to obtain required licensing (guidance provided)
Strong interpersonal and communication skills with empathy and professionalism in client interactions
Self-motivated, organized, and able to manage a remote schedule and business activities independently
Comfort with technology, including CRM systems, video conferencing (Zoom), email, and standard office software; training provided
High school diploma or equivalent and a valid U.S. driver's license
Coachable, teachable, and committed to professional growth and client advocacy
Benefits
Health and dental benefit options
Agency and carrier bonuses
Recognition programs
All-expenses-paid incentive trips for top performers
Company
Burk Agency
We are a family owned and operated insurance brokerage agency that is passionate about helping individuals and families get the coverage and protection they are looking for.
Founded in 2024
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase