Sales Agent – Leadership Backgrounds Preferred, PT

Symmetry Financial Group

. Sell life insurance protection, final expense coverage, and retirement and wealth strategies .

Posted 11/12/2026full-timeRemote • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in selling life insurance products and developing long-term client relationships while effectively utilizing CRM systems and following established sales processes. Capable of leading teams and mentoring agents to achieve sales goals and build residual income.

Highest-signal resume keywords

Life Insurance LicenseSales Process AdherenceCRM ProficiencyTeam LeadershipClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Life Insurance SalesFinal Expense CoverageRetirement StrategiesWealth StrategiesBusiness Development

Soft Skills

CoachableDisciplinedResponsive to Guidance

Tools & Technologies

CRM SystemDialer System

Certifications & Qualifications

Life Insurance License

Industry Keywords

Insurance SalesClient ProtectionResidual IncomeAgent TeamsMentorship

About the role

Key responsibilities & impact

Sell life insurance protection, final expense coverage, and retirement and wealth strategies
Help families protect their futures and secure coverage
Work warm, pre-qualified leads provided by the agency
Conduct sales and business development remotely by phone or laptop
Follow step-by-step phone scripts and the agency's sales process
Use the CRM and dialer system
Participate in daily mentorship, team support, and on-demand training
Build and lead agent teams
Develop override income and long-term residual income
Serve clients with integrity and maintain long-term client relationships

Requirements

What you’ll need

U.S. residency required for licensing
U.S. residents only
Life insurance license required; no license needed to apply
Must be willing to obtain a life insurance license
No prior insurance experience required
Ability to follow training, scripts, and a proven system
Coachable, disciplined, and responsive to guidance
Ability to work consistently with provided leads
1099 independent contractor position
Athletes, coaches, pastors, ministry leaders, veterans, military spouses, senior leaders, executives, teachers, first responders, parents, or other leadership backgrounds encouraged

Benefits

Comp & perks

Weekly pay
Performance bonuses
Uncapped commission potential
Warm, pre-qualified leads provided
Step-by-step phone scripts
Advanced CRM and dialer system
Daily mentorship and team support
On-demand training platform
$100 contribution toward pre-licensing course
Flexible part-time or full-time schedule
Remote work from phone or laptop
Override income and long-term residual wealth opportunity