[Hiring] Life Insurance Agent @Forward Financial

Role Description

Forward Financial is seeking motivated, professional, and growth-oriented individuals to join our team as Full-Time Life Insurance Agents. This opportunity is ideal for individuals who are comfortable using digital tools, communicating with clients virtually, managing a sales pipeline, and leveraging technology to deliver an exceptional customer experience.

As a Life Insurance Agent, you will:

• Guide individuals and families through their life insurance options.
• Help clients identify coverage that aligns with their financial goals and protection needs.
• Use modern sales technology, CRM tools, and digital communication platforms to manage client relationships.

Qualifications

• Previous experience in sales, customer success, account management, financial services, or customer-facing roles.
• Active Life Insurance License preferred; licensing guidance may be available for qualified candidates.
• Comfort using CRM platforms, digital communication tools, online scheduling systems, and other business technology.
• Strong written and verbal communication skills.
• Excellent organization, follow-through, and relationship-building abilities.
• Self-motivated, goal-oriented, and comfortable managing daily priorities independently.
• Adaptable, coachable, and committed to continuous professional growth.
• A genuine interest in helping individuals and families protect their financial future.

Requirements

• Consult with clients to understand individual and family needs and explain relevant life insurance products and coverage options.
• Leverage digital tools to manage client interactions and sales activities.
• Manage your pipeline by following up with qualified leads, scheduling consultations, and maintaining consistent communication.
• Build client relationships through professional communication and personalized guidance.
• Drive performance toward individual sales goals while maintaining a client-first approach.
• Maintain accurate records of client information and interactions in the CRM.
• Embrace continuous learning through training, coaching, and professional development.
• Maintain compliance with applicable insurance regulations and ethical sales practices.

Benefits

• Structured onboarding and training to help you learn the industry, products, and sales process.
• Digital tools and CRM technology to support client management and sales organization.
• Qualified leads and marketing support to facilitate client outreach.
• Ongoing coaching and mentorship focused on skill development and performance.
• Licensing guidance for qualified candidates who need to obtain their Life Insurance License.
• A supportive, technology-enabled work environment that encourages ownership, accountability, and collaboration.
• Career advancement opportunities for individuals who demonstrate initiative, professionalism, and results.