The Gainey Agency · 1 day ago
Virtual Life Insurance Agent. Build Your Own Agency. 100% Remote
United States
Part-time
Remote
Mid, Senior LevelThe Gainey Agency is seeking a dedicated Virtual Life Insurance Agent to deliver consultative life insurance sales and comprehensive policy servicing in a 100% remote capacity. This role involves managing the full policy lifecycle, maintaining client relationships, and pursuing agency growth through recruiting and mentoring other agents.
Insurance
Responsibilities
Conduct virtual, consultative needs assessments and present life insurance solutions tailored to individual client circumstances
Manage the full policy lifecycle, including preparing and submitting applications, coordinating underwriting requirements, processing endorsements and policy changes, and assisting with claim inquiries
Maintain accurate client records and documentation within the company CRM and ensure timely follow-up on leads, applications, and service requests
Deliver high-quality client service via phone, email, and virtual meetings to foster long-term client relationships and maximize retention
Collaborate with underwriting, operations, and leadership to resolve client issues and ensure compliance with regulatory and company standards
Develop a personal production plan with measurable targets; meet or exceed performance objectives for sales, client satisfaction, and retention
Pursue agency growth by recruiting, training, and mentoring other agents; implement best practices to scale a team and expand market reach
Participate in ongoing training, licensing education, and quality assurance activities to maintain current product knowledge and professional standards
Qualification
Required
Exceptional verbal and written communication skills with a professional client-service orientation
Proven ability to work independently in a remote environment, manage time effectively, and prioritize competing tasks
Comfortable using virtual meeting platforms, CRM systems, and standard office software
Willingness to obtain and maintain applicable life insurance licenses; licensing support and training will be provided as needed
Authorization to work in the United States
High attention to detail and adherence to regulatory and company compliance requirements
Preferred
Previous experience in life insurance sales, financial services, or remote client-facing roles
Demonstrated success meeting sales targets and building client portfolios
Experience recruiting, training, or managing other sales professionals
Benefits
Fully remote work arrangement with flexible full-time or part-time schedules.
Competitive commission structure with opportunities for performance-based incentives.
Comprehensive training, licensing guidance, and ongoing mentorship.
Tools and systems to support efficient remote client consultations and case management.
Clear advancement pathway to establish and grow an independent agency within The Gainey Agency framework.
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