Insurance Professionals Wanted – Remote, Warm Leads Provided

5 days ago

Remote, Oregon, United States MING YUAN Full time $71,000 - $112,548 per year

Job Overview

We're looking for a motivated Financial Services Representative to join our fully remote team. In this role, you'll help educators and other public-sector professionals understand and manage their retirement and insurance benefits. Through virtual meetings, you'll provide clear financial guidance and personalized recommendations that align with each client's goals.

All appointments are pre-scheduled and pre-qualified, allowing you to focus on building meaningful relationships and delivering trusted financial advice.

This position offers flexible hours, competitive earning potential, and the opportunity to make a lasting difference in people's financial futures. If you're passionate about helping others and thrive in an independent, work-from-home environment, we'd love to connect with you.

What you'll do

  • Meet Virtually: Engage with educators, school employees, and public-sector professionals via Zoom to discuss pension benefits and retirement planning options.
  • Provide Tailored Advice: Offer customized insurance and retirement strategies that align with each client's financial goals.
  • Enjoy Pre-Qualified Leads: Focus on meaningful conversations—every appointment is scheduled and qualified in advance, with no cold calling required.
  • Foster Strong Relationships: Build trust through transparency, active listening, and a genuine commitment to long-term client success.
  • Maintain Accurate Records: Document key insights, meeting notes, and follow-ups in our secure, cloud-based CRM.
  • Stay Knowledgeable: Keep up to date on financial products, compliance standards, and industry developments.
  • Work Independently: Take ownership of your schedule and thrive in a fully remote, self-directed environment.

Basic qualifications

  • Licensing: A current life insurance license is preferred but not required. Comprehensive training and licensing support are provided for all new representatives.
  • Communication: Excellent verbal and written skills with the ability to simplify financial concepts, actively listen, and build trust with clients.
  • Technical Proficiency: Comfortable hosting virtual meetings via Zoom and accurately maintaining records using CRM and email tools.
  • Organization & Drive: Strong time-management skills with the ability to prioritize tasks and thrive independently in a remote work environment.
  • Experience: Prior experience in finance, education, customer service, or sales is beneficial but not mandatory.
  • Professional Values: Integrity, empathy, and a sincere commitment to helping clients achieve financial confidence.
  • Remote Requirements: Reliable computer, webcam, and high-speed internet connection.

Why you'll love it here

Join a team that's dedicated to making a difference. You'll work with educators and public employees, helping them feel confident about their retirement and financial future. We'll support you every step of the way—with training, licensing help, and pre-scheduled client meetings—so you can spend your time connecting with people, not prospecting. Enjoy the freedom of working from home, meaningful work that truly matters, and income that reflects your effort and passion.

Job Types: Full-time, Part-time

Pay: $71, $112,548.11 per year

Expected hours: 10 – 32 per week

Benefits:

  • Flexible schedule

Work Location: Remote

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