Full-Time Life Insurance Agent

Remote & Digital Sales | Financial Services | Client Relationship Management

Employment Type: Full-Time
Work Environment: Remote / Digital
Average First Year Compensation: $85,000 - $115,000, Commission-Based
Licensing: Life Insurance License Preferred, but Not Required

Technology & Tools: CRM Software, Virtual Meeting Platforms, Electronic Applications, and Digital Scheduling Tools

About the Opportunity

Are you a technology-savvy professional who enjoys building relationships, solving problems, and helping people make informed financial decisions?

Forward Financial is seeking motivated, professional, and growth-oriented individuals to join our team as Full-Time Life Insurance Agents. This opportunity is ideal for individuals who are comfortable using digital tools, communicating with clients virtually, managing a sales pipeline, and leveraging technology to deliver an exceptional customer experience.

As a Life Insurance Agent, you will guide individuals and families through their life insurance options, helping them identify coverage that aligns with their financial goals and protection needs. You will use modern sales technology, CRM tools, digital communication platforms, and structured processes to manage client relationships and support your success.

Whether you bring experience in sales, customer service, financial services, or another client-facing profession, we provide comprehensive onboarding, ongoing coaching, and the resources to help you develop your expertise and build a long-term career.

No prior insurance experience is required. We value professionalism, digital confidence, coachability, and a commitment to results.

What You'll Do

• Consult with clients: Understand individual and family needs and explain relevant life insurance products and coverage options.
• Leverage digital tools: Use CRM systems, online resources, and digital communication platforms to manage client interactions and sales activities.
• Manage your pipeline: Follow up with qualified leads, schedule consultations, track opportunities, and maintain consistent communication.
• Build client relationships: Establish trust through professional communication, responsive service, and personalized guidance.
• Drive performance: Work toward individual sales goals while maintaining a client-first approach.
• Maintain accurate records: Document client information, interactions, and follow-up activities in the CRM.
• Embrace continuous learning: Participate in virtual or in-person training, coaching, product education, and professional development.
• Maintain compliance and integrity: Follow applicable insurance regulations, company procedures, and ethical sales practices.

What We're Looking For

We are interested in professionals who combine strong interpersonal skills with a comfort level using technology to work efficiently and deliver results.

Preferred Qualifications

• Previous experience in sales, customer success, account management, financial services, or customer-facing roles.
• Active Life Insurance License preferred; licensing guidance may be available for qualified candidates.
• Comfort using CRM platforms, digital communication tools, online scheduling systems, and other business technology.
• Strong written and verbal communication skills.
• Excellent organization, follow-through, and relationship-building abilities.
• Self-motivated, goal-oriented, and comfortable managing daily priorities independently.
• Adaptable, coachable, and committed to continuous professional growth.
• A genuine interest in helping individuals and families protect their financial future.

New to Insurance? If you have a professional mindset, strong customer service instincts, digital confidence, and a willingness to learn, we encourage you to apply.

What We Provide

• Structured onboarding and training to help you learn the industry, products, and sales process.
• Digital tools and CRM technology to support client management and sales organization.
• Qualified leads and marketing support to help facilitate client outreach.
• Ongoing coaching and mentorship focused on skill development and performance.
• Licensing guidance for qualified candidates who need to obtain their Life Insurance License.
• A supportive, technology-enabled work environment that encourages ownership, accountability, and collaboration.
• Career advancement opportunities for individuals who demonstrate initiative, professionalism, and results.

Why Forward Financial?

At Forward Financial, we believe a successful career in life insurance combines meaningful client relationships, professional development, and the effective use of technology.

This is an opportunity to apply your existing professional skills in a growing industry, develop expertise in financial protection, and help clients make decisions that matter to their families.

We're looking for individuals who are comfortable learning new technology, communicating professionally, managing their responsibilities, and taking ownership of their growth.

If you're ready to put your people skills, digital aptitude, and drive for success to work in financial services, we'd like to hear from you.

Apply today to explore a career with Forward Financial.

Employment and compensation details, including whether the role is remote, hybrid, or office-based and whether compensation includes commission, should be confirmed in the job posting before publication.