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:

1. Respond to client inquiries and scheduled appointments
2. Conduct virtual consultations via phone or Zoom
3. Review available insurance options with clients
4. Accurately submit applications and documentation
5. Maintain compliance with carrier and state guidelines
6. Participate in ongoing product and compliance training
7. Manage follow-up and client service needs

Qualifications:

1. Background in sales, customer service, or related field preferred
2. Comfortable using CRM systems and virtual communication tools
3. Clear and professional communication skills
4. Organized and self-managed
5. Ability to work independently in a remote setting

Requirements:

1. Ability to pass a background check
2. Reliable computer, internet, and phone access
3. Active Life & Health Insurance License OR willingness to obtain one (pre-licensing support available
4. Availability to meet client scheduling needs

Compensation & Structure:

1. Commission-based compensation
2. Performance bonuses based on submitted business
3. Flexible, remote work structure

This position operates as an independent contractor role within a licensed insurance brokerage.

1. If not currently licensed, guidance is provided to complete state-required pre-licensing education and testing.

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