Independent Agent – Financial Services
2 days ago
Overview
We are seeking a motivated and dynamic Independent Agent to join our team. In this role, you will be responsible for driving sales and building relationships with clients in various markets. As an Independent Agent, you will have the flexibility to work independently while leveraging your sales skills to promote our products and services. This position is ideal for individuals who thrive in an outside sales environment and possess strong communication abilities.
Duties
- Develop and maintain relationships with potential and existing clients through effective communication and customer service.
- Conduct outside sales activities to promote products and services, including insurance sales.
- Negotiate contracts and agreements with clients to ensure mutual satisfaction.
- Perform sales administration tasks, including tracking leads and managing client accounts.
- Analyze market trends and customer needs to identify opportunities for growth.
- Collaborate with marketing teams to create promotional materials that resonate with target audiences.
- Provide benefits administration support to clients, ensuring they understand their options.
- Engage in telemarketing efforts as needed to reach new customers.
- Utilize bilingual or multilingual skills to communicate effectively with diverse clientele.
Skills
- Proven experience in outside sales, retail sales, or insurance sales is highly desirable.
- Strong negotiation skills with the ability to close deals effectively.
- Excellent communication skills, both verbal and written, are essential for client interactions.
- Proficiency in sales administration processes and tools.
- Strong analytical skills to assess market data and customer feedback.
- Bilingual or multilingual capabilities are a plus, enhancing communication with a wider audience.
- Familiarity with HIPAA regulations is beneficial for handling sensitive information.
- Experience in marketing strategies that drive customer engagement is advantageous.
- A commitment to providing exceptional customer service at all times. Join us as an Independent Agent where your skills will contribute significantly to our success while allowing you the autonomy to manage your own schedule.
Job Types: Full-time, Part-time, Contract
Pay: From $1,000.00 per year
Expected hours: 4 per week
Benefits:
- Flexible schedule
- Life insurance
- Parental leave
- Referral program
- Retirement plan
Work Location: Remote
-
Independent Life Insurance Agent
2 weeks ago
Remote, Oregon, United States Milhouse Financial Services Full time $60,000 - $80,000 per yearJob OverviewWe are seeking a motivated and dynamic Independent Agent to join our team. In this role, you will be responsible for driving sales and building strong relationships with clients. You will leverage your skills in sales, negotiation, and customer service to effectively promote our products and services. As an Independent Agent, you will have the...
-
Healthcare Financial Agent
3 days ago
Remote, Oregon, United States Titan Financial Full time $65,000 - $80,000 per yearCompany DescriptionWe are a mission-driven team of financial professionals committed to helping individuals and families build strong financial foundations through education, planning, and empowerment. We believe that financial literacy is the key to long-term stability and independence, and we are passionate about guiding our clients toward a more secure...
-
Remote, Oregon, United States Rock Solid Insurance Group Full time $46,000 - $250,000 per yearAre you an Independent Medicare Agent or Looking to finally go Independent??Medi Plan Options is seeking licensed Health Insurance Agents who want to work independently and keep 100% of their commissions. Your book of business is all yours. This is a remote Medicare insurance position with full support, full contracting, and full ownership of your book of...
-
Financial Literacy Advocate
4 days ago
Remote, Oregon, United States Financial DRC Full time $47,000 - $57,781 per yearWe are seeking motivated, entrepreneurial individuals who are passionate about financial education and helping others. As a Financial Literacy Advocate, you'll work independently—similar to a real estate professional—helping individuals and families learn how money works and how to build financial security for their future.This is an independent...
-
Insurance Sales Agent
3 days ago
Remote, Oregon, United States Answer Financial Inc. Full time $19,200 - $55,000 per yearBoost Your Insurance Sales Career with Multi-Carrier ExpertiseLooking to grow your knowledge and skills in insurance sales? We are now accepting applications for our 2026 training classesWhether you're unlicensed or already hold an active Property & Casualty (P&C) License, Answer Financial has the perfect path for you:Unlicensed? **Join one of our paid...
-
Financial Professional
2 weeks ago
Remote, Oregon, United States Mueller Financial Services Full time $30,000 - $150,000 per yearABOUT USOur firm has been leading the financial services industry for many years, and we are rapidly expanding. We are a non-captive broker dealer, meaning we're partnered with some of the top companies in our industry, including Fidelity & Guarantee, Prudential, John Hancock and more, so those are the products and services that we market and represent....
-
Enrolled Agent
3 days ago
Remote, Oregon, United States Zimmermann & White Business Solution Full time $52,000 per yearJob SummaryWe are seeking a detail-oriented and knowledgeable Enrolled Agent to join our team. The ideal candidate will possess a strong background in tax accounting and public accounting, with the ability to represent clients before the IRS. This role requires a deep understanding of financial concepts, tax regulations, and various accounting practices. The...
-
Medicare Sales Agent – Remote
3 days ago
Remote, Oregon, United States Brighter Path Financial Group Full time $80,000 - $120,000 per yearMedicare Sales Agent – RemoteBrighter Path Financial Group$80,000–$120,000+ per yearWe're looking for motivated, goal-driven sales professionals to join Better Life Financial Group as Remote Medicare Sales Agents. If you want to make a real impact, work from anywhere, and earn top-tier income — without cold calling — this is your opportunity.Why...
-
Remote Financial Planner
3 days ago
Remote, Oregon, United States Lucas Adams Financial Services Full time $50,000 - $150,000 per yearLocation: United States, Puerto Rico, or Canada (Remote)About Us:We are a dynamic and innovative financial planning firm committed to providing exceptional service and support to our clients. We're looking for a motivated and detail-oriented Financial Planner to join our growing team. This is an exciting opportunity for an enterprising individual looking to...
-
Financial Analyst
1 day ago
Remote, Oregon, United States Southampton Financial Inc Full time $80,000 - $90,000 per yearFINANCIAL ANALYSTSouthampton Financial IncSouthampton Financial Inc is a value-added strategic investor in the Canadian property and casualty distribution space. We are the majority equity owner in several entities, including: Alteri Insurance, Onlia Insurance, Aha Insurance, Cheep Insurance and Southampton Underwriting Managers. Our goal is to build the...