Role Description
As a Remote Entry-Level Managing Agent, you'll work directly with clients through virtual appointments while developing leadership skills that prepare you for future management opportunities. You'll educate families on available benefit options, provide exceptional client service, and build lasting relationshipsโall while working from a fully remote environment.
Key Responsibilities
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Client Support & Education
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Meet with clients through Zoom and phone consultations
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Learn about each client's needs and recommend appropriate benefit solutions
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Explain policy options and available coverage clearly and professionally
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Guide clients through applications and enrollment
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Answer questions and provide ongoing policy support
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Conduct policy reviews and assist with beneficiary updates when appropriate
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Relationship Management
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Build long-term relationships through outstanding customer service
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Maintain regular follow-up with clients
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Support clients throughout the life of their policies
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Maintain accurate documentation and compliance standards
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Leadership Development
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Participate in structured leadership training and mentorship
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Develop communication, coaching, and management skills
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Collaborate with a supportive remote team
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Continue growing through ongoing professional development
Qualifications
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Strong verbal and written communication skills
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Positive attitude and willingness to learn
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Self-motivation and personal accountability
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Strong organizational and time-management skills
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Problem-solving and critical thinking abilities
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Basic computer proficiency and comfort using virtual communication tools
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Professionalism, integrity, and attention to detail
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Ability to work independently while collaborating with a remote team
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Coachable mindset with a desire for continuous growth
Helpful Experience
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Customer Service
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Sales
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Retail
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Hospitality
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Healthcare
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Education
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Team Leadership
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Management
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Business Development
Requirements
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Must be at least 18 years of age
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Must be legally authorized to work in the United States
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Must be physically located within the United States
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Ability to obtain any required state insurance licensing (guidance provided)
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Computer or laptop
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Reliable high-speed internet connection
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Webcam and microphone capability
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Quiet, professional workspace
Benefits
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100% Remote Work
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Company-provided qualified leads
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Weekly performance-based compensation
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Step-by-step onboarding
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Medical reimbursement program for qualifying representatives
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Company-supported life insurance
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Leadership conferences and professional development events
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Performance recognition and advancement opportunities