Customer Service / Sales - Insurance

Location : Remote (U.S. only) — Compensation : Commission-based with performance bonuses | Part-time or full-time

Overview

The Gainey Agency, a Baltimore, Maryland–based firm, is seeking motivated, coachable Customer Service / Sales professionals to join a small, growth-focused team. This fully remote role combines client-facing sales activities with ongoing policy service and client support. The position includes structured training, licensing assistance, and clear pathways for professional development.

Key responsibilities

• Conduct inbound and outbound client outreach to assess life insurance and related financial needs.
• Present product options, explain policy features, underwriting requirements, and premium structures clearly and accurately.
• Support clients through the application and underwriting process, coordinating required documentation and follow-up.
• Provide ongoing policy administration, including endorsements, beneficiary updates, policy reviews, and basic claims assistance.
• Respond to client inquiries and resolve service issues in a timely, professional manner while maintaining client satisfaction.
• Document all client interactions and maintain accurate records in the CRM system.
• Adhere to compliance, licensing, and quality standards in all client communications and transactions.
• Collaborate with team members to refine sales strategies, share best practices, and achieve performance targets.
• Participate in ongoing training, coaching sessions, and performance reviews to support continuous improvement.

Minimum qualifications

Preferred qualifications

What we offer

About The Gainey Agency

The Gainey Agency is a small Baltimore-based firm dedicated to helping families and individuals protect and build financial security through life insurance and financial education. The agency emphasizes client outcomes, professional development, and a coaching-oriented culture. Office address : 204 Whitson Avenue, Baltimore, Maryland, United States. Website : https : / / www.agentverified.com / united-states / joppa / life-insurance-agent / brad-gainey