Spencer Financial Group helps individuals and families secure financial protection through life insurance solutions, including:
Life Insurance with Living Benefits
Mortgage Protection
Final Expense Insurance
Indexed Universal Life (IUL) Solutions
Our mission is to help families make informed decisions about protecting their financial future while providing agents with the tools, training, and support needed to succeed in a remote environment.
We are seeking motivated and coachable individuals to join our team as Remote Insurance Producers.
In this role, you will work directly with prospective clients, conduct needs-based consultations, and help individuals and families find life insurance solutions that fit their goals and circumstances.
Whether you are an experienced insurance professional or someone looking to enter the industry, we provide training, mentorship, and access to lead resources to help you build your business.
Access to real-time consumer leads
No cold calling required as a primary prospecting method
Lead management support
CRM and automation tools
Systems designed to help agents stay organized and productive
Comprehensive onboarding program
Weekly virtual training sessions
Proven sales processes and client consultation strategies
Product education and ongoing professional development
Access to experienced mentors and leadership support
CRM access and workflow tools
Appointment-setting assistance tools
Underwriting support resources
Automated systems designed to improve efficiency
Contact and follow up with prospective clients
Conduct virtual insurance consultations
Assess client needs and recommend appropriate coverage options
Work assigned leads consistently
Maintain accurate records and activity tracking
Continue developing product knowledge and sales skills
Attend training and coaching sessions
Submit insurance applications accurately and professionally
Review goals and performance metrics
Maintain compliance with company and carrier guidelines
Active Life and Health Insurance License, or willingness to obtain one
Strong communication and interpersonal skills
Self-discipline and ability to work independently
Reliable internet connection and computer access
Professional and ethical approach to client interactions
Sales experience
Customer service experience
Insurance or financial services background
Bilingual communication skills
Experience working in a remote environment
Successful agents typically:
Consistently work their leads
Follow established systems and processes
Attend training regularly
Maintain strong client relationships
Continue improving their skills through coaching and practice
This is an independent contractor opportunity with commission-based compensation.
Agents are compensated based on policies issued and paid according to carrier and company guidelines. Additional performance-based incentives and recognition opportunities may be available.
Compensation is not guaranteed and varies based on individual effort, production, market conditions, and business performance.
Spencer Financial Group is committed to helping agents develop professionally through:
Ongoing training
Mentorship
Skill development
Leadership opportunities for qualified individuals
This opportunity may be a good fit for:
Licensed insurance agents
Sales professionals
Customer service professionals
Military veterans
Career changers
Remote work professionals
Individuals seeking a performance-based sales opportunity
We value:
Integrity
Accountability
Consistency
Continuous learning
Client-first service
If you are looking for a remote opportunity where you can help families secure financial protection while receiving access to leads, training, and ongoing support, we encourage you to apply.
License Requirement: A Life and Health Insurance License is required before engaging in insurance sales activities. Candidates who are not currently licensed may apply and complete licensing requirements before beginning production.