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About the Role
This role offers an opportunity to build a business with flexibility and purpose, helping families protect what matters most through life insurance, mortgage protection, living benefits, retirement solutions, and financial protection strategies. It is not a traditional 9-to-5 position, providing the freedom to design a schedule that fits your life while making a meaningful impact.
Responsibilities
- Meet with individuals and families to identify their financial protection needs
- Educate clients on available insurance and retirement solutions
- Recommend customized coverage options based on each client's goals and budget
- Build and maintain strong client relationships through exceptional service
- Generate business through referrals, networking, and company-supported lead resources
- Follow up with prospective clients and existing policyholders
- Stay informed on industry trends, carrier updates, and product offerings
- Work independently while collaborating with a supportive and experienced team
Requirements
- Licensed Life & Health Agents (preferred but not required)
- Individuals willing to obtain a license (guidance provided)
- Strong communicators who enjoy helping others
- Self-starters with a positive attitude and growth mindset
- Professionals seeking flexibility, personal growth, and income potential
- Individuals who are coachable, accountable, and motivated by results
Skills
- Communication
- Sales
- Customer Service
- Financial Planning
- Leadership
Location
- Remote
Work Type
- Remote
- Part-time
- Full-time
Experience Level
- Entry Level
- Mid Level
- Senior Level
Education Level
- High School Diploma or GED
- Associate's Degree
- Bachelor's Degree
Salary/Compensations
- Commission-based compensation
Benefits
- Flexible Lifestyle
- Remote work opportunities
- Full-time and part-time options
- Set your own schedule
- Comprehensive training and mentorship
- Access to proven systems and business-building strategies
- Ongoing coaching and leadership development
- Access to 30+ highly rated insurance carriers
- Wide range of products
- Technology and support systems
- Performance incentives and bonuses
- Opportunity to build a team
- Agency ownership opportunities
About the Company
- The future Allen Agency, growing under Symmetry Financial Group, helps families protect what matters most.
- We offer solutions including life insurance, mortgage protection, living benefits, retirement solutions, and financial protection strategies.