2

Remote Live Transfer Agent Jobs in Texas (NOW HIRING)

Life Insurance Agent Location: Remote, United States Primary job-board location: Dallas, TX ... Warm live-transfer lead flow after graduation from the training ramp. * Daily coaching, scripts ...

Remote Insurance Sales Agent Must be authorized to work in the US, no work visas offered at this ... transferred in the next five years. Every agent has the ability to earn passive income through ...

You'll develop valuable, transferable skills, receive hands-on training, and work with a coach-not ... Agent Locations Dallas, TX Remote status Fully Remote

You'll develop valuable, transferable skills, receive hands-on training, and work with a coach-not ... Agent Locations Dallas, TX Remote status Fully Remote

Remote Position/Work from Home Job Type: Full-Time | Part-Time | Uncapped Commission-Based About Us ... You'll develop valuable, transferable skills, receive hands-on training, and work with a coach-not ...

Remote Position/Work from Home Job Type: Full-Time | Part-Time | Uncapped Commission-Based About Us ... You'll develop valuable, transferable skills, receive hands-on training, and work with a coach-not ...

next page

Showing results 1-20

Remote Live Transfer Agent information

What is a remote live transfer agent?

Remote Live Transfer Agents are professionals who work from home or another remote location, responsible for connecting qualified leads or callers to the appropriate sales representatives or departments. They typically handle initial screening, verify caller information, and ensure that only interested and eligible prospects are transferred. This role is common in industries like insurance, real estate, and telemarketing, where live transfers can improve sales efficiency. Good communication skills and the ability to quickly assess customer needs are essential for success in this position.

What are the key skills and qualifications needed to thrive as a remote live transfer agent?

To thrive as a Remote Live Transfer Agent, you need strong communication skills, experience in customer service or telemarketing, and often a high school diploma or equivalent. Familiarity with CRM software, auto-dialer systems, and call center platforms is typically required. Exceptional listening, problem-solving, and resilience under pressure help agents stand out in managing high call volumes and diverse customer interactions. These skills and qualities are crucial for efficiently qualifying leads, ensuring positive customer experiences, and achieving transfer targets in a remote environment.

What are some common challenges faced by remote live transfer agents, and how can they be effectively managed?

Remote Live Transfer Agents often encounter challenges such as maintaining high call quality, quickly identifying qualified leads, and managing time efficiently in a home-based environment. To overcome these challenges, it's important to have a reliable internet connection, use effective scripts to guide conversations, and stay organized with call tracking tools. Regular communication with your team and ongoing training can also help improve performance and ensure you’re meeting transfer targets.

What is the difference between Remote Live Transfer Agent vs Remote Customer Service Representative?

AspectRemote Live Transfer AgentRemote Customer Service Representative
CredentialsBasic customer service skills, sometimes sales or transfer trainingCustomer service skills, possibly some certifications in communication
Work EnvironmentHome-based, call center or sales environmentHome-based, call center or support environment
Industry UsageTelecommunications, sales, lead generationRetail, tech support, general customer support
Search & Comparison IntentFocus on transfer skills, sales, or lead generationFocus on support, troubleshooting, or general inquiries

Remote Live Transfer Agents primarily handle transferring calls and generating leads, often in sales or telecommunication industries. Remote Customer Service Representatives focus on assisting customers with inquiries, troubleshooting, or support. While both roles require strong communication skills and work from home, their core functions and industry applications differ.

What are the most commonly searched types of Live Transfer Agent jobs in Texas? The most popular types of Live Transfer Agent jobs in Texas are:
What cities in Texas are hiring for Remote Live Transfer Agent jobs? Cities in Texas with the most Remote Live Transfer Agent job openings:
Infographic showing various Remote Live Transfer Agent job openings in Texas as of August 2026, with employment types broken down into 95% Full Time, and 5% Part Time. Highlights an 5% In-person, and 95% Remote job distribution.

Life Insurance Agent - Remote

Urrly

Dallas, TX • Remote

$45K - $60K/yr

Full-time

Re-posted 29 days ago


Job description

Life Insurance Agent

Location: Remote, United States
Primary job-board location: Dallas, TX
Employment Type: Full-Time
Compensation: $45,000-$60,000 base salary plus uncapped commission
On-Target Earnings: Up to $200,000 for agents who successfully ramp and meet performance expectations
Company: Confidential independent insurance agency

Overview

We are hiring a Life Insurance Agent for a fast-growing independent insurance team focused on whole life and final expense sales. This remote role is listed in Dallas, TX for job-board distribution, with candidates supporting customers across U.S. time zones.

This is a full-time employee position. No fees or upfront investment are required from candidates.

This role is for hard-working, ethical, coachable sales professionals who want strong earning potential and are comfortable operating in a high-accountability sales environment. The company invests in high-quality lead flow and generates a high volume of customer demand internally. After training, the expectation is simple: convert qualified leads at a high rate, do it the right way, and use the company's system to build consistent income.

Direct life insurance sales experience is welcome, but it is not the only path in. If you have an active life insurance license and a resume that shows top-performer results in door-to-door, cold calling, outbound, appointment setting, call center sales, or another high-volume sales environment, this team wants to talk. Licensed candidates without direct life insurance experience may start at the lower end of the posted base range, but the commission opportunity is the same if they ramp quickly.

Why People Lean In
  • $45,000-$60,000 base salary plus uncapped commission.
  • Up to $200,000 in on-target earnings for agents who successfully ramp and meet performance expectations.
  • Company-paid leads and internally generated customer demand.
  • Warm live-transfer lead flow after graduation from the training ramp.
  • Daily coaching, scripts, role play, AI practice tools, and a clear operating system.
  • Support for additional state licenses, continuing education, and ongoing carrier needs.
  • A performance-driven environment where strong salespeople can build meaningful income over time.
Training and Ramp
  • Week 1: Classroom training on product, process, scripts, systems, and expectations.
  • Weeks 2-3: Outbound dialing to missed appointments to learn the sales motion and build activity discipline.
  • Week 4: Inbound calls, graduation, and preparation for warm live transfers.
  • After graduation: Warm live-transfer lead flow for agents who close at the required standard.
  • Every day: 9:00 AM Eastern team meeting, coaching, alignment, and performance focus.
What You Will Do
  • Sell whole life and final expense solutions through a high-volume phone-based sales process.
  • Convert qualified paid and internally generated leads at a high rate after training.
  • Start by outbound dialing missed appointments, then move into inbound and warm live-transfer lead flow as you ramp.
  • Use company-provided leads, scripts, role plays, and coaching tools to improve every week.
  • Follow the company's process, sell ethically, and make sure customers understand what they are buying.
  • Maintain activity, CRM, follow-up, and performance discipline in a remote environment.
  • Build consistent performance across activity volume, applications, placed premium, policy count, and close rate.
What You Bring
  • Active life insurance license in at least one U.S. state.
  • High accountability and comfort working in a performance-driven sales environment.
  • Life, final expense, Medicare, door-to-door, call center, cold calling, outbound, appointment-setting, or other high-volume B2C sales experience.
  • Proof that you can sell: quota attainment, leaderboard performance, awards, production metrics, strong close rates, or consistent top-performer results.
  • No direct life insurance sales experience is required if you have an active life license and a strong high-grit sales record.
  • Ability to complete or transfer required carrier appointments/releases quickly, especially Americo and Mutual of Omaha.
  • Comfort with coaching, role play, CRM discipline, and performance feedback.
What Success Looks Like
  • You consistently attend the daily team meeting and use coaching to improve.
  • You handle outbound missed-appointment dialing without losing energy or accountability.
  • You convert qualified customers through clear, ethical, trust-building conversations.
  • You build activity volume, applications, placed premium, policy count, and close-rate momentum.
  • You operate cleanly with scripts, CRM notes, carrier rules, and customer expectations.
  • You build toward on-target earnings by following the process, improving conversion, and meeting performance expectations.
Carriers and Licensing Support

Core carriers include Mutual of Omaha, Americo, Aetna, Royal Neighbors, and American Amicable.

An active life insurance license is required. Americo and Mutual of Omaha readiness matters immediately; if you are not already appointed, you must be able to complete required appointment or release steps quickly so production is not delayed.

The company can support additional state licenses for strong agents and pays for continuing education.

Additional Details

Compensation includes a $45,000-$60,000 base salary depending on experience, plus uncapped commission. Licensed candidates without direct life insurance experience may start at the lower end of the base range.

Agents who ramp successfully and meet performance expectations can earn base salary plus uncapped commission, with on-target earnings up to $200,000.

This is a full-time employee position. No fees or upfront investment are required from candidates.

Benefits
  • Company-paid leads.
  • Licensing, continuing education, and additional state appointment support for strong performers.
  • Daily coaching and sales development.
  • AI role-play and internal sales support tools.
  • Warm live-transfer lead flow after graduation from the training ramp.
  • A clear sales system designed to help strong performers build consistent income.
Equal Opportunity Statement

Employment decisions are based on qualifications, experience, business needs, and role-related requirements. The company does not discriminate based on protected status. Urrly reviews applications against job-related factors such as skills, certifications, and experience.

Apply Now

Apply now and get a response within 24 hours.

Employment Type: FULL_TIME