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Remote Annuity Jobs in Boca Raton, FL (NOW HIRING)

Infinite Wise Solutions

Be Seen First

Remote Life Insurance and Annuity Professional

Fort Lauderdale, FL · Remote

$1.0K - $500K/yr

Recommend life insurance and annuity solutions based on each client's goals * Educate clients on ... Unlimited earning potential with no income cap Work Environment * 100% remote * Flexible schedule

Kimbrell Agency

Life Insurance Agent

Fort Lauderdale, FL · Remote

$50K - $100K/yr

Kimbrell Agency Remote Employment Type: Contractor Compensation $50,000 to $100,000 per year (plus ... life, health, annuity, disability and retirement policies with over $85 million in sales. The ...

Kimbrell Agency

Life Insurance Agent

West Palm Beach, FL · Remote

$50K - $100K/yr

Kimbrell Agency Remote Employment Type: Contractor Compensation $50,000 to $100,000 per year (plus ... life, health, annuity, disability and retirement policies with over $85 million in sales. The ...

Kimbrell Agency

Life Insurance Agent

Pompano Beach, FL · Remote

$50K - $100K/yr

Kimbrell Agency Remote Employment Type: Contractor Compensation $50,000 to $100,000 per year (plus ... life, health, annuity, disability and retirement policies with over $85 million in sales. The ...

All JobsAnnuity JobsRemote Annuity JobsRemote Annuity Jobs in Boca Raton, FL

Remote Annuity information

What are the key skills and qualifications needed to thrive as a Remote Annuity Specialist, and why are they important?

To thrive as a Remote Annuity Specialist, you need a strong understanding of financial products, insurance regulations, and sales techniques, typically supported by relevant licenses such as a state insurance license. Proficiency in CRM software, online communication platforms, and financial planning tools is commonly required. Outstanding customer service, self-motivation, and the ability to clearly explain complex information are crucial soft skills for this remote role. These skills ensure effective client support, regulatory compliance, and successful sales performance in a virtual environment.

What is a Remote Annuity job?

A Remote Annuity job typically involves selling, managing, or providing customer service for annuity products from a remote location, such as your home. Professionals in these roles may work for insurance companies, financial institutions, or as independent agents, supporting clients with their annuity purchases and ongoing account management. The job often includes educating clients about annuity options, processing applications, and ensuring compliance with regulations. Remote Annuity jobs leverage virtual communication tools to interact with clients and team members. This setup offers flexibility and the ability to work from anywhere with a reliable internet connection.

What is the difference between Remote Annuity vs Remote Insurance Agent?

AspectRemote AnnuityRemote Insurance Agent
CredentialsLicenses in annuities, financial certificationsInsurance licenses, certifications
Work EnvironmentRemote, client-facing, financial planningRemote, client-facing, sales-focused
Industry UsageFinancial services, retirement planningInsurance sales, risk management
Common Search IntentFinancial products, retirement incomeInsurance policies, coverage options

Remote Annuity professionals focus on selling and advising clients on retirement income products like annuities, requiring financial licenses. Remote Insurance Agents sell various insurance policies, needing insurance licenses. While both roles are remote and client-facing, their primary products and certifications differ, aligning with distinct industry segments.

What are some common challenges faced by remote annuity specialists and how can they be addressed?

Remote annuity specialists often face challenges such as maintaining effective communication with clients and colleagues, staying updated on regulatory changes, and managing complex client portfolios without in-person interaction. To address these, it's important to leverage digital collaboration tools, participate in regular virtual training sessions, and establish clear communication channels. Staying organized and proactive in reaching out to clients also helps build trust and ensures seamless service delivery in a remote environment.
What are popular job titles related to Remote Annuity jobs in Boca Raton, FL? For Remote Annuity jobs in Boca Raton, FL, the most frequently searched job titles are:
What job categories do people searching Remote Annuity jobs in Boca Raton, FL look for? The top searched job categories for Remote Annuity jobs in Boca Raton, FL are:
What cities near Boca Raton, FL are hiring for Remote Annuity jobs? Cities near Boca Raton, FL with the most Remote Annuity job openings:
Remote Annuity jobs near you

Remote Life Insurance and Annuity Professional

Infinite Wise Solutions

Fort Lauderdale, FL • Remote

$1.0K - $500K/yr

Part-time

This job post has expired today. Applications are no longer accepted.

Job description

Applicants must reside in the United States.

Build a Career Helping Families Retire with Confidence

We're seeking licensed life insurance professionals who are passionate about helping individuals and families protect their retirement and create lasting financial security.

This is an independent contractor (1099) opportunity offering the flexibility to build your own business while receiving the training, systems, and support needed to grow a successful retirement planning practice.

Whether you're looking to expand an existing book of business or build a long-term career in retirement planning, we provide the tools and mentorship to help you succeed.

Why Join Our Team

Unlike traditional insurance sales organizations, we specialize exclusively in retirement-focused planning using an education-first, consultative approach.

Our agents receive:

  • Comprehensive training on retirement income strategies and insurance solutions
  • Proven consultative sales process and client presentation framework
  • CRM platform (GoHighLevel) with automated workflows
  • Financial planning calculators and professional presentation materials
  • Carrier contracting and compliance support
  • Ongoing mentorship from experienced retirement specialists
  • Warm lead opportunities through our marketing platform
  • Flexible schedule with the freedom to build your business your way

What You'll Do

  • Meet virtually with qualified prospects via Zoom or phone
  • Conduct retirement income and protection consultations
  • Recommend life insurance and annuity solutions based on each client's goals
  • Educate clients on tax-efficient retirement strategies and income planning
  • Build lasting client relationships through annual reviews and ongoing service
  • Maintain compliance with carrier and state insurance regulations
  • Continue developing your expertise through ongoing training and professional development

Required

  • Active resident Life Insurance License in good standing
  • Ability to pass carrier appointment and background screening
  • Minimum availability of 20 hours per week
  • Reliable internet connection and professional home office
  • Strong communication and relationship-building skills
  • Commitment to serving clients with integrity and professionalism

Preferred

  • One or more years of experience in life insurance, annuities, or financial services
  • Experience conducting virtual appointments
  • Background in consultative or needs-based sales
  • Interest in retirement income planning and tax-efficient wealth strategies

Compensation

This is a commission-only, 1099 independent contractor position.

Compensation is based on individual production and includes:

  • Competitive commission levels
  • Performance-based incentives
  • Renewal and residual income opportunities on eligible products
  • Unlimited earning potential with no income cap

Work Environment

  • 100% remote
  • Flexible schedule
  • No door-to-door sales
  • No cold calling required
  • Marketing support with warm lead opportunities available
  • Build a business that aligns with your personal and professional goals

If you're looking for more than just another insurance sales position—and want to build a rewarding career helping clients retire with greater confidence—we'd love to hear from you.