Life and Health Insurance Agent

Symmetry Financial Group

. Identify client needs and recommend tailored insurance solutions .

Posted 10/12/2026full-timeRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in identifying client needs and recommending tailored insurance solutions while maintaining strong client relationships. Proficient in lead generation and client education, with a focus on achieving sales targets and ensuring customer satisfaction.

Highest-signal resume keywords

Insurance LicenseClient Relationship ManagementLead GenerationStrong Communication SkillsTime Management

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

Interpersonal SkillsSelf-MotivatedResults-Driven Mindset

Tools & Technologies

CRM SoftwareLaptopDesktopIPad

Certifications & Qualifications

Insurance License

Industry Keywords

Insurance SolutionsClient EducationSales ClosingIndustry TrendsCustomer Satisfaction

About the role

Key responsibilities & impact

Identify client needs and recommend tailored insurance solutions
Develop and maintain strong client relationships
Generate leads through networking, referrals, and company-provided resources
Educate clients on available policies and coverage options
Follow up with prospects to close sales and maintain customer satisfaction
Stay informed about industry trends and product offerings
Manage time, results, and schedule independently
Help individuals and families protect what matters most

Requirements

What you’ll need

Insurance license or willingness to obtain one; guidance provided
Strong communication and interpersonal skills
Self-motivated with a results-driven mindset
Ability to work independently and manage time effectively
Basic computer skills for CRM and client management
Technical devices to conduct business, such as a laptop, desktop, or iPad

Benefits

Comp & perks

100% uncapped commission-based compensation
Competitive commission structure with potential for bonuses
Flexible work schedule
Remote work position
Comprehensive training and mentorship programs
Access to top-rated insurance carriers and products
Opportunities for career growth and leadership development
Supportive team culture with ongoing coaching and professional development
Company-provided lead-generation resources