The Gainey Agency · 1 day ago
Insurance Agent | Remote
United States
Full-time
Remote
New Grad, Entry LevelThe Gainey Agency is seeking motivated, client-focused professionals to join our team as remote Insurance Agents. This role combines consultative life insurance sales with ongoing policy servicing and client support to help individuals and families secure appropriate financial protection.
Insurance
Responsibilities
Provide high-quality client service via phone, email, and virtual meetings, including consultative needs assessments and solution recommendations for life insurance and related products
Conduct virtual client consultations and follow-up interactions to build and maintain client relationships
Manage policy lifecycle tasks, including preparing and submitting applications, coordinating underwriting requirements, processing endorsements and policy changes, and addressing client inquiries
Maintain accurate client records and documentation in the company CRM and ensure timely follow-up on leads and service requests
Collaborate with internal teams (underwriting, operations, leadership) to resolve client issues and ensure adherence to regulatory and company standards
Meet individual performance targets related to sales activity, client satisfaction, and retention while complying with licensing and regulatory requirements
Participate in ongoing training, coaching, and quality assurance activities to maintain product knowledge and service quality
Qualification
Required
Strong verbal and written communication skills and a professional client-service orientation
Ability to work independently in a remote environment, manage time effectively, and prioritize tasks
Comfortable using virtual meeting tools (e.g., Zoom), CRM systems, and standard office software
Willingness to obtain and maintain relevant insurance licenses; licensing support and training will be provided as needed
High attention to detail and a commitment to maintaining compliance with regulatory and company policies
Preferred
Previous experience in insurance, financial services, customer service, or remote sales roles
Demonstrated success meeting performance targets in a client-facing environment
Familiarity with remote sales workflows and virtual consultation best practices
Benefits
Comprehensive training, licensing guidance, and regular mentorship.
Opportunities for professional development and advancement within the agency.
Technology and systems to support efficient remote client consultations and case management.
Company
The Gainey Agency
The Gainey Agency was established with the goal of helping to bring balance to the professional and personal lives of independent insurance agents and agency builders across the country.
Founded in 2013Baltimore, US
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase