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US

  • Initiate outreach to potential clients via phone and video calls to generate interest and qualify leads.
  • Conduct thorough needs assessments to understand client financial goals and present suitable financial solutions.
  • Manage your sales pipeline from initial contact to deal closure, ensuring all client needs are met.

Communication Sales Client Relationship Management Organizational Skills Self-Motivation

20 jobs similar to Independent Financial Agent - Remote

Jobs ranked by similarity.

US

  • Run video meetings and work warm leads to build a client book.
  • Follow a proven sales process with coaching and support.
  • Enjoy a flexible schedule with no commute or cold calling.

Global Elite Empire Consultants is a financial services company offering home-based client roles. They emphasize flexible schedules, a supportive coaching environment, and promotion based on production.

US

  • Conduct proactive outreach to potential clients via phone and video calls to introduce insurance products and services.
  • Build rapport and trust with prospective clients, understanding their unique needs and explaining policy options.
  • Manage the entire sales pipeline end-to-end, including lead tracking, appointments, and closing activities using CRM tools.

People 1st Agency provides tailored insurance solutions to clients, focusing on exceptional service and personalized coverage. They foster a supportive and growth-oriented environment for their team members.

  • Stop hunting strangers. Start talking to people who already raised a hand.
  • Remote financial-services role with structured days, warm-lead conversations, and coaching as you ramp.
  • High performers get a leadership track.

Global Elite Empire Consultants provides financial services to families, helping them protect income and future. The company offers a remote work culture with structured days, warm-lead conversations, and a leadership track for high performers.

$150,000–$200,000/yr
US

  • Hold needs-based conversations with clients by phone and Zoom to understand their coverage needs.
  • Present and compare coverage options from a wide range of carriers to help clients make informed decisions.
  • Submit applications and follow up through approval while meeting daily activity goals.

Meron Financial Agency helps clients choose life insurance from over 60 carriers. They operate fully remotely and provide comprehensive training and mentorship to their producers.

US

  • Speak with pre-qualified leads who requested information and map their needs to available protection options.
  • Run a simple enrollment flow and manage the full client relationship.
  • Build and service a client list with flexible hours and ongoing mentorship.

Global Elite Empire Consultants is a remote financial-services firm focused on helping families secure protection options. The culture is performance-driven and coaching-oriented, offering flexible hours and ongoing mentorship to self-starters.

US

  • Speak with people who have requested information about financial protection options.
  • Map client needs to available protection products and run a simple enrollment flow.
  • Build and service a client list while working with pre-qualified warm leads.

Global Elite Empire Consultants is a financial-services firm offering protection and benefits solutions. The company operates remotely with a performance-driven culture and provides training and mentorship to its team.

US

  • Work from home with warm leads, no cold calling, to build a client book.
  • Receive written training, live coaching, and team web-conference meetings.
  • Full-time or part-time options with advancement based on performance.

Global Elite Empire Consultants is a remote client services company focused on building relationships with families and growing a customer base through warm leads. The culture emphasizes coaching, consistency, and independent work, with training and advancement for driven individuals.

US

  • Work from home on a team that helps families understand and set up protection options.
  • Enjoy flexible hours, mentorship, and clear expectations with a defined growth path.
  • Follow a proven process with honest conversations only—no pressure theater.

Global Elite Empire Consultants helps families understand and set up protection options. The company emphasizes mentorship, coaching, and honest communication over high-pressure tactics.

US

  • Work from home using web presentations to enroll and support clients seeking guidance.
  • Focus on meaningful work that impacts families, with ongoing training and supportive leadership.
  • Build a flexible schedule around real life while maintaining a portfolio of clients you continue to serve.

Global Elite Empire Consultants is a financial services firm that helps families with benefits and guidance. They operate with a remote team and emphasize mentorship and long-term client relationships.

$24,000–$300,000/yr
US

  • Sell retirement and insurance products to families, individuals, and business owners.
  • Own your book of business with generational agency ownership and leadership advancement opportunities.
  • Work remotely from anywhere with flexible part-time or full-time hours and uncapped commission potential.

They are a fast-growing financial brokerage providing retirement and insurance services. They value integrity, offer extensive training and mentorship, and seek ambitious, self-driven individuals.

US

  • Take requested conversations with warm leads who already asked for help on financial-protection options.
  • Explain benefit options simply and help clients enroll when it's a good fit.
  • Keep a clean follow-up rhythm while being coached on activity and results.

Global Elite Empire Consultants connects clients with financial-protection benefit options through warm-lead conversations. The company operates as a remote-focused team with a coaching culture and built-in leadership opportunities.

US

  • Conduct virtual consultations with clients to understand their insurance needs
  • Follow up on qualified-interest leads and keep your pipeline organized
  • Present solutions via web-conference from home while working with a supportive team

AO Central is a financial services organization that helps protect families through virtual insurance consultations and sales. They foster a remote, performance-driven culture with full training, mentorship, and advancement opportunities.

US

  • Take requested conversations from warm leads—no cold calling.
  • Explain financial-protection options simply and help clients enroll when it's a fit.
  • Keep a clean follow-up rhythm and build a path into leadership.

Global Elite Empire Consultants is a remote financial services company focused on helping clients understand and select financial-protection options. The company emphasizes coaching and career growth for competitive, self-driven individuals.

Global

  • Run video meetings with warm leads and build a book of business using a proven process.
  • Enjoy a flexible, home-based schedule with no commute and no cold calling.
  • Receive coaching and advance based on production, not office politics.

Global Elite Empire Consultants is a remote insurance agency that connects policyholders with coverage through video meetings and a coached sales process. The company fosters a home-based, performance-driven culture with flexible schedules and promotion based on production.

$60,000–$90,000/yr
US

  • Sell insurance products to help families protect their financial futures.
  • Work 100% remotely with a flexible schedule tailored to your lifestyle.
  • Receive intensive training, one-on-one mentorship, and uncapped commission potential.

The Edelson Agency helps families protect their financial futures through insurance solutions. The agency supports its agents with mentorship, training, and a remote, flexible culture.

US

  • Receive all warm leads - no cold calling, ever, as every client has already requested life insurance information.
  • Earn uncapped commission with average $800-$1,200 per sale and full-time year-one earnings of $75k to $300k+.
  • Get full training through structured onboarding, including supervised live calls with a mentor before working independently.

They are an insurance sales company that provides a structured training program and warm leads, giving new agents access to 60+ carrier partners. Their culture emphasizes effort-based work, uncapped earning potential, and support for those starting from zero.

US

  • Conduct virtual consultations with clients to assess their insurance needs.
  • Utilize qualified leads and modern tools to present insurance solutions.
  • Perform light administrative duties including notes, scheduling, and pipeline management.

AO Central provides supplemental insurance products to families. They offer a remote work environment with training and mentorship, focusing on client-facing financial services.

Global

  • Work from home with warm leads and families, no cold calling.
  • Full-time or part-time options with web-conference meetings from home.
  • Receive written training plus live coaching and advancement for top performers.

Global Elite Empire Consultants is a sales consulting company that helps families by connecting them with services through a relationship-based approach. The company fosters a remote, coachable culture with training and coaching, and supports both full-time and part-time independent consultants.

US

  • Communicate with prospective and existing clients to identify their financial priorities and objectives.
  • Explain financial concepts and available products in a clear, accurate, and understandable manner.
  • Help clients review financial services and product options based on their needs and eligibility.

We help individuals, families, and business owners understand financial products and planning options. We focus on client education, professional communication, and long-term relationships, with training and mentorship for growth.