What are the responsibilities and job description for the Remote Agent position at Experior Financial Group?
Insurance Agent – The Policy Pal
Experior Financial Group
About Us
The Policy Pal, powered by Experior Financial Group, is a dynamic insurance brokerage dedicated to providing personalized insurance solutions that protect what matters most to our clients. Our team of caring professionals works to demystify insurance and create tailored protection plans for individuals, families, and businesses.
Position Overview
We are seeking a motivated, client-focused Insurance Agent to join our growing team. In this role, you'll build and maintain client relationships, assess insurance needs, and provide comprehensive solutions that offer both protection and peace of mind.
Key Responsibilities
- Develop new business opportunities through networking, referrals, and community engagement
- Conduct thorough needs assessments to understand clients' unique circumstances and goals
- Design personalized insurance portfolios across life, health, disability, critical illness, and investment products
- Clearly explain complex insurance concepts in accessible terms to empower clients' decision-making
- Provide ongoing service to existing clients, conducting regular reviews to ensure coverage remains appropriate
- Stay current with industry trends, products, and regulatory changes
- Meet or exceed sales targets while maintaining high ethical standards
Qualifications
- MUST LIVE IN THE UNITED STATES
- Life Insurance License (or willingness to obtain within 45 days of hire)
- Strong interpersonal and communication skills
- Self-motivated with entrepreneurial spirit
- Excellent time management and organizational abilities
- Professional demeanor and presentation
- Previous sales experience preferred but not required
Compensation & Benefits
- Competitive commission structure with uncapped earning potential
- Comprehensive training and mentorship programs
- Access to industry-leading technology and marketing resources
- Professional development opportunities
- Flexible schedule allowing for work-life balance
Our Values
At The Policy Pal through Experior Financial Group, we believe in:
- Integrity in all client interactions
- Education before recommendation
- Building long-term relationships
- Community involvement and service
- Continuous improvement and growth
How to Apply
If you're passionate about helping others achieve financial security and are looking for a rewarding career with unlimited potential, we want to hear from you. Please submit your resume and a brief cover letter detailing why you're interested in joining The Policy Pal team.
- The Policy Pal is an equal opportunity employer committed to diversity and inclusion in the workplace
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