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Insurance And Financial Services Agent Jobs (NOW HIRING)

Client Services Agent

Hamilton, NJ · Remote

$15.50 - $20.50/hr

You will respond to inquiries, resolve issues, and guide clients through our financial products and ... Voluntary benefits, including Pet Insurance 💭What Do You Think? Are You Ready to Make a ...

Client Services Agent

Ogden, UT · Remote

$15.25 - $20.25/hr

You will respond to inquiries, resolve issues, and guide clients through our financial products and ... Voluntary benefits, including Pet Insurance What Do You Think? Are You Ready to Make a Difference ...

Client Services Agent

Ogden, UT · Remote

$15.25 - $20.25/hr

You will respond to inquiries, resolve issues, and guide clients through our financial products and ... Voluntary benefits, including Pet Insurance 💭What Do You Think? Are You Ready to Make a ...

Client Services Agent

Trenton, NJ · Remote

$15.50 - $20.75/hr

Client Services Agent Change the world. Get paid for it. At Acumen, we're on a mission to help the ... You will respond to inquiries, resolve issues, and guide clients through our financial products and ...

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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 9, 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 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.

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.
What cities are hiring for Insurance And Financial Services Agent jobs? Cities with the most Insurance And Financial Services Agent job openings:
Infographic showing various Insurance And Financial Services Agent job openings in the United States as of May 2026, with employment types broken down into 1% Locum Tenens, 1% As Needed, 93% Full Time, 1% Part Time, and 4% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $56,850 per year, or $27.3 per hour.

Life Insurance Agent - Remote

eFund Insurance & Financial Services, LLC

Southfield, MI • On-site

$60K - $120K/yr

Full-time

Posted 25 days ago


Job description

(Must Live in Michigan to Apply) - Licensed Life Insurance Sales Agent – Commission-Only

Work From Home | Full-Time | Monday–Friday, 9:00 AM – 6:00 PM

Why This Role is Exciting

  • Commission-only – unlimited earning potential
  • Commissions start at 50% and go up to 70%
  • Income projections: $60,000–$80,000
  • Top producers earn: $80,000–$120,000+
  • Incentive trips for top performers – monthly, quarterly, and yearly
  • All leads are provided by the company – direct inbound and inbound live transfer leads
  • No cold calling, no prospecting, no door-to-door sales
  • World-class training, daily coaching, and personal development support
  • True partnership model – your success is our success
  • We handle the lead flow so you can focus solely on closing

About eFund Insurance & Financial Services

Founded in 2010, eFund Insurance & Financial Services, LLC is a Michigan-based agency specializing in life insurance sales for seniors. Our culture is built on performance, integrity, and long-term agent success.

You’ll work 100% remotely, receiving a steady stream of direct inbound and inbound live transfer leads — so you can spend your time selling, not chasing down cold prospects.

This is not just a job — it’s a true performance-based partnership. We provide high-quality direct inbound and live transfer leads, invest heavily in your training and support systems, and give you every tool to succeed. When you win, we win.

What You’ll Do

  • Sell life insurance policies to seniors (ages 50–85) entirely over the phone
  • Receive direct inbound and inbound live transfer leads — every lead is interested and ready to talk
  • Follow high-converting scripts and proven sales systems
  • Deliver outstanding service and close new business daily
  • Work full-time: Monday–Friday, 9:00 AM – 6:00 PM

World-Class Training & Support

  • Structured training program for new and experienced agents
  • Live call reviews, sales scripts, and objection-handling practice
  • Daily coaching from top-producing agents and leadership
  • Continuous personal and professional development opportunities
  • Our systems are designed to help you start fast and scale quickly

Licensing Requirements for Strong Lead Flow

To ensure you receive a consistent stream of quality direct inbound and inbound live transfer leads, you’ll need to obtain up to 8 non-resident state licenses.

  • Cost: approximately $500–$600 total
  • We’ll guide and assist you in selecting the best states for licensing

What You’ll Need

  • Must live in Michigan
  • Active Life Insurance License (Michigan resident license required)
  • Willingness to obtain up to 8 non-resident state licenses
  • Previous sales or phone-based customer service experience preferred
  • Excellent communication skills and a drive to succeed

Remote work setup requirements:

  • Windows 10 PC (i3 processor or better, 8GB RAM, hardwired connection)
  • USB headset with microphone and webcam
  • High-speed wired internet (no hotspots or satellite connections)

Why Join eFund Insurance?

  • Commissions up to 70% with unlimited earning potential
  • 100% company-provided direct inbound and inbound live transfer leads – no cold calling ever
  • World-class training, mentorship, and ongoing coaching
  • Daily leadership support and a true partnership model
  • Performance-based incentives, bonuses, and travel rewards
  • Work from home while building a six-figure income path
  • A true partnership – we invest in your success and grow with you

Apply Now

Join a performance-driven partnership that provides you with direct inbound and inbound live transfer leads, world-class training, and full support to build a high-income, remote sales career — all from your home, anywhere in Michigan.

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