Overview
The Jackson Agency is a licensed, remote-based insurance brokerage that works directly with individuals and families seeking financial protection solutions.
We partner with nationally recognized carriers and use a streamlined, technology-supported process to serve clients who have requested information. This position focuses on guiding clients through available options and helping them make informed decisions.
This is a commission-based client advisor position within a regulated insurance environment.
Responsibilities
- Respond to client inquiries and scheduled appointments
- Conduct virtual consultations via phone or Zoom
- Review available insurance options with clients
- Accurately submit applications and documentation
- Maintain compliance with carrier and state guidelines
- Participate in ongoing product and compliance training
- Manage follow-up and client service needs
Qualifications
- Background in sales, customer service, or related field preferred
- Comfortable using CRM systems and virtual communication tools
- Clear and professional communication skills
- Organized and self-managed
- Ability to work independently in a remote setting
Requirements
- Ability to pass a background check
- Reliable computer, internet, and phone access
- Active Life & Health Insurance License OR willingness to obtain one (pre-licensing support available
- Availability to meet client scheduling needs
Compensation & Structure
- Commission-based compensation
- Performance bonuses based on submitted business
This position operates as an independent contractor role within a licensed insurance brokerage.
- If not currently licensed, guidance is provided to complete state-required pre-licensing education and testing.
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