Remote Insurance Sales Representative

Insurance Sales Representative

World Financial Group (WFG)

Remote Opportunity | Flexible Schedule | Training & Professional Development

As a Remote Insurance Sales Representative, you will manage the client journey from initial outreach through enrollment and ongoing relationship management.

You will connect with prospective clients through phone and virtual meetings, learn about their goals, present solutions that fit their needs, and provide exceptional service throughout the process.

This is a full‑cycle sales role for individuals who enjoy building trust, communicating effectively, and helping clients make informed decisions.

Success in this role comes from strong communication skills, consistency, professionalism, and a commitment to delivering an outstanding client experience.

• Connect with prospective clients through phone calls and virtual meetings
• Build trust through professional and meaningful conversations
• Develop long‑term relationships with clients
• Create a positive and engaging client experience

• Learn about client goals and objectives
• Conduct discovery conversations to identify client needs
• Educate clients on available insurance products and services
• Help clients understand their options and make informed decisions

• Manage the sales process from initial contact through enrollment
• Maintain consistent communication with prospects and clients
• Follow up on opportunities and client inquiries
• Ensure a smooth and professional experience throughout the sales process

• Maintain an organized pipeline of prospects and opportunities
• Track client interactions and activities using CRM tools
• Manage follow‑up schedules and appointments
• Maintain accurate and detailed records

• Participate in ongoing training and development programs
• Continuously improve communication, sales, and relationship‑building skills
• Stay informed on product knowledge and industry updates
• Collaborate with team members and leadership to support continued growth

This role offers performance‑based earning potential through a commission‑based compensation structure. Top performers can expect to earn between $35,000 and $80,000 annually
, with opportunities for increased earnings based on performance and client growth.

• Strong communication and interpersonal skills
• Professional and customer‑focused attitude
• Self‑motivated and dependable
• Strong organizational and time‑management skills
• Ability to work independently in a remote environment
• Comfortable using phone, video conferencing, and digital communication tools
• Positive attitude and willingness to learn

Experience in any of the following areas is beneficial but not required:

• Sales
• Customer Service
• Financial Services
• Insurance
• Business Development
• Retail Sales
• Hospitality
• Real Estate
• Account Management
• Leadership or Team Development

• Strong relationship‑building abilities
• Active listening skills
• Professionalism and integrity
• Coachability and a growth mindset
• Confidence communicating with new people
• Consistency and accountability
• A genuine desire to help others

Enjoy the flexibility of working remotely while receiving ongoing support, training, and collaboration from a dedicated team.