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 :

Required qualifications :

Preferred qualifications :

Compensation and benefits :

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.