ZipRecruiter

Log In

1

Insurance And Financial Services Agent Jobs (NOW HIRING)

Yanka & Associates Inc

Be Seen First

Financial Services Agent

Oxford, MA · Remote

As a Financial Services Representative in the Primerica business, your role is to assist clients in ... This includes educating clients on budgeting, debt management, savings, investments, and insurance.

Yanka & Associates Inc

Be Seen First

Financial Services Agent

Oxford, MA · Remote

As a Financial Services Representative in the Primerica business, your role is to assist clients in ... This includes educating clients on budgeting, debt management, savings, investments, and insurance.

next page

Showing results 1-20

All JobsInsurance And Financial Services Agent Jobs

Insurance And Financial Services Agent information

See salary details

$28K

$56.9K

$100K

How much do insurance and financial services agent jobs pay per year?

As of Jun 30, 2026, the average yearly pay for insurance and financial services agent in the United States is $56,850.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,500.00 and $63,000.00 per year, depending on experience, location, and employer.

How do Insurance and Financial Services Agents typically build and maintain their client base?

Insurance and Financial Services Agents often build their client base through a combination of networking, referrals, community involvement, and targeted marketing efforts. Maintaining strong, long-term relationships is crucial, so agents regularly follow up with clients to review policies, address changing needs, and provide ongoing support. Many agents also collaborate closely with colleagues, such as underwriters and financial advisors, to deliver comprehensive solutions. Consistent communication and a client-focused approach are key to success in this role.

What is the highest paying insurance agent job?

The highest paying insurance and financial services agent roles are typically in senior positions such as agency owners, executive agents, or specialized consultants, often earning six-figure incomes. These roles usually require extensive experience, advanced certifications, and strong sales skills, with income largely driven by commissions and bonuses based on performance.

What are the key skills and qualifications needed to thrive as an Insurance and Financial Services Agent, and why are they important?

To thrive as an Insurance and Financial Services Agent, you need a solid understanding of insurance products, financial planning, and sales strategies, typically supported by a relevant bachelor's degree and the necessary state licenses. Familiarity with CRM software, financial analysis tools, and industry-specific platforms is essential for efficient client management and compliance. Strong interpersonal skills, active listening, and persuasive communication help agents build trust and long-term relationships with clients. These skills are critical for meeting client needs, complying with regulations, and achieving business growth in a competitive industry.

What is the difference between Insurance And Financial Services Agent vs Insurance Broker?

AspectInsurance And Financial Services AgentInsurance Broker
CredentialsLicenses for selling insurance and financial productsSimilar licensing requirements, often with additional certifications
Work EnvironmentWorks for insurance companies or financial institutionsActs independently or for brokerage firms, representing multiple insurers
Employer & IndustryInsurance companies, banks, financial firmsIndependent or agency-based, representing multiple insurers

Insurance And Financial Services Agents typically work for specific companies, selling their products, while Insurance Brokers operate independently, offering clients a range of options from various insurers. Both roles require licensing and involve client consultations, but their employment settings and product offerings differ.

How much do insurance agents earn?

Insurance and financial services agents typically earn a median annual salary of around $50,000 to $60,000, with top earners making over $100,000 through commissions and bonuses. Earnings depend on experience, sales skills, the type of insurance sold, and the geographic location, often supplemented by commissions from policies sold.

What jobs pay 2000 a day?

Insurance and financial services agents can earn $2,000 or more per day through commissions, especially when managing high-value policies or investments. Success in such roles often depends on experience, sales skills, and client portfolio size, with top earners reaching this level regularly. These roles typically require licensing, certifications, and a strong understanding of financial products.

What does a financial insurance agent do?

A financial insurance agent sells and manages insurance policies and financial products to clients, helping them select coverage that meets their needs. They analyze clients' financial situations, explain policy options, and often require licensing and strong customer service skills to succeed in the role.

What are Insurance and Financial Services Agents?

Insurance and Financial Services Agents are professionals who help individuals and businesses choose insurance policies and financial products that best meet their needs. They assess clients' financial situations, recommend appropriate coverage or investment options, and assist with claims or policy updates. These agents often represent multiple insurance companies or financial institutions and are knowledgeable about a range of products, including life, health, auto, and property insurance, as well as retirement plans and investment services.
More about Insurance And Financial Services Agent jobs
What cities are hiring for Insurance And Financial Services Agent jobs? Cities with the most Insurance And Financial Services Agent job openings:
Who are the top companies hiring for Insurance And Financial Services Agent jobs? The top employers for Insurance And Financial Services Agent jobs are:
What job categories do people searching Insurance And Financial Services Agent jobs look for? The top searched job categories for Insurance And Financial Services Agent jobs are:
What are popular job titles related to Insurance And Financial Services Agent jobs? For Insurance And Financial Services Agent jobs, the most frequently searched job titles are:
Insurance And Financial Services Agent jobs near you

Life and Health Insurance Agent

Synergy Financial

Anaheim, CA • Remote

$75K - $100K/yr

Full-time

Medical, Life, Retirement

Posted 17 days ago

Key responsibilities

  • Educate families and individuals on life insurance, annuities, 401(k) rollovers, college funding, and debt solutions.

  • Consult with clients on retirement strategies, legacy planning, and tax-advantaged solutions.

  • Grow your book of business and manage client relationships.

Job description

? Remote Insurance & Financial Services Agent (Licensed Preferred) – Commission-Based | Synergy Financial

Location: Remote (U.S. Based)
Employment Type: 1099 Contract | Commission-Only
Industry: Financial Services, Life Insurance, Annuities, Wealth Management, Consulting










✅ Are You an Entrepreneurial Professional with a Passion for Financial Freedom?
Synergy Financial is one of the fastest-growing agencies in financial services, and we’re actively hiring licensed insurance agents, financial professionals, and business-minded entrepreneurs who are looking for a high-impact remote opportunity with uncapped income potential.
If you’re already life and health licensed, or hold Series 6, 63, 65, or 7 licenses — or you're seeking a career change into insurance and financial services — we want to connect with you.











? What We Offer:
Remote, work-from-home flexibility – control your schedule
Performance-based commissions – no cap on earnings
Hands-on mentorship and training
Opportunities to help families with real financial solutions (life insurance, annuities, rollovers, living benefits, etc.)
A clear promotion track and leadership development path
Access to a diverse client base and multi-lingual markets











? Key Responsibilities:
Educate families and individuals on life insurance, annuities, 401(k) rollovers, college funding, and debt solutions
Consult with clients on retirement strategies, legacy planning, and tax-advantaged solutions
Grow your book of business and manage client relationships
Option to build and lead your own remote team with leadership compensation
Work closely with senior field trainers and certified mentors











? Ideal Candidates Have:
An active Life & Health Insurance License (or willingness to obtain one quickly)
Series 6, 63, or 65 licenses are a huge plus (but not required)
Sales, customer service, or consulting experience in financial services
Strong communication and presentation skills
A self-motivated, entrepreneurial mindset
Bilingual capabilities (Spanish, Tagalog, Mandarin, etc.) a strong asset











? Compensation:
This is a commission-only 1099 opportunity with an On-Time-Earnings Estimate (OTE) of $75,000 - $100,000+ annually for full-time, focused agents. Top agents earn well beyond six figures through team overrides and advanced compensation contracts.











? Who We Are:
Synergy Financial is a mission-driven agency powered by Meraki Group Endeavors, our national talent screening partner. We are part of a movement to increase financial literacy, protect families, and build generational wealth through scalable business models and mentorship.
We believe in financial education before financial products — and we're committed to helping people win, both as clients and as agents.











? Ready to Level Up Your Life and Career?
If you're driven, coachable, licensed, and hungry to make a difference — this is not just another sales job. It’s a calling. It’s a career path that rewards performance, leadership, and impact.
? Apply Now to be pre-screened by our JAG-LOGiC team. Your financial future starts today.

Keywords for Optimization (Do Not Delete):
Remote insurance jobs, licensed insurance agent, annuities, financial advisor jobs, Series 6, Series 63, financial services careers, commission-based jobs, remote financial consultant, entrepreneurial opportunity, insurance recruiter, remote sales, life insurance sales, financial planning, wealth management jobs, 1099 financial agent, virtual insurance agent, work-from-home sales, financial literacy jobs, career in insurance, commission-only financial services, insurance broker, virtual financial advisor, securities licensed agent jobs.