Remote Sales Agent

The Gainey Agency seeks a Remote Sales Agent to provide professional client support and drive sales of life insurance and related financial protection products. This remote, commission-based role requires proactive client engagement, accurate recordkeeping, and collaboration with the team to meet performance goals while maintaining high standards of service.

Key responsibilities:

• Conduct inbound and outbound phone and email interactions to identify client needs and recommend appropriate insurance solutions.
• Present product features, underwriting considerations, and policy benefits clearly and accurately.
• Manage the sales process from initial contact through policy issue, including timely follow-up on leads and pending items.
• Provide basic policy servicing support such as beneficiary updates, endorsements, and claims assistance or routing to appropriate resources.
• Maintain accurate and timely records of client interactions, quotes, applications, and status updates in the company CRM.
• Meet or exceed individual and team sales targets and performance metrics.
• Participate in ongoing training, coaching, and team meetings to improve product knowledge and sales effectiveness.
• Adhere to regulatory and company compliance requirements, including privacy and recordkeeping standards.

Typical day:

• Review schedule and prioritize outreach to prospects and existing clients.
• Conduct scheduled calls and respond to inbound inquiries, documenting outcomes in the CRM.
• Follow up on outstanding applications and underwriting requests to move cases to completion.
• Attend virtual team meetings or training sessions and coordinate with colleagues on complex client needs.

Required qualifications:

• Minimum 18 years of age and authorized to work in the United States.
• Strong verbal and written communication skills with the ability to explain insurance concepts clearly.
• Self-motivated, organized, and comfortable working in a remote, performance-driven environment.
• Basic proficiency with CRM systems, video conferencing, and common digital communication tools.
• Ability to pass a background check as required by company policy.

Preferred qualifications:

• Active life insurance license or willingness to obtain a license (guidance and support provided).
• Prior experience in sales, insurance, or customer service.
• Familiarity with lead management and remote outreach best practices.

Compensation and benefits:

• Commission-based compensation with bonus opportunities tied to performance.
• Fully remote work with flexible scheduling to support work‑life balance.
• Access to training, mentorship, and a defined career path within the agency.
• Optional access to TCPA-compliant leads and marketing resources provided by the company.

The role supports The Gainey Agency’s commitment to professional, client-focused service in life insurance and financial protection. Additional duties may be assigned to support business objectives and team success.