2

Remote Stock Transfer Agent Jobs in Texas (NOW HIRING)

Life Insurance Agent - Remote

Dallas, TX · Remote

$45K - $60K/yr

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

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

You will process account transfers, loan payments, and cashier's checks. You will open and close ... This position has the potential for remote work based on management discretion. This position ...

Remote Insurance Representative | Flexible Schedule | Commission-Based This position offers ... Unionized position with stock options * Comprehensive benefits package including medical, dental ...

next page

Showing results 1-20

Remote Stock Transfer Agent information

What is a remote stock transfer agent?

A remote stock transfer agent is a professional or company that manages and maintains records of stock ownership for corporations, but works from a remote location rather than at a physical office. They handle tasks such as issuing and transferring shares, maintaining shareholder records, and processing lost or destroyed certificates, all using secure digital tools. Remote stock transfer agents often interact with shareholders, process transactions electronically, and ensure compliance with relevant regulations while leveraging technology to work efficiently from any location.

What is the difference between Remote Stock Transfer Agent vs Remote Securities Clerk?

AspectRemote Stock Transfer AgentRemote Securities Clerk
CredentialsTypically requires securities industry knowledge, possibly FINRA registrationUsually requires basic securities or financial background, less specialized
Work EnvironmentRemote, client-focused, involves handling stock transfers and recordkeepingRemote, administrative, involves processing securities transactions and data entry
Employer & IndustryFinancial institutions, transfer agents, brokerage firmsBrokerages, financial services, securities firms
Search & Comparison IntentYes, often compared for securities-related rolesYes, related but more administrative

The main difference is that Remote Stock Transfer Agents handle stock transfer processes and require industry-specific knowledge, while Remote Securities Clerks focus on securities transaction processing with less specialized credentials. Both roles are remote and serve financial firms, but their responsibilities and required expertise differ.

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

To thrive as a Remote Stock Transfer Agent, you need a solid understanding of securities regulations, recordkeeping, and financial transaction processes, typically supported by experience in finance or securities administration. Familiarity with transfer agent platforms, SEC/FINRA compliance systems, and proficiency in database management are essential. Exceptional attention to detail, strong communication, and organizational skills help you efficiently handle client inquiries and manage sensitive information remotely. These skills ensure accuracy, regulatory compliance, and reliable service in managing shareholders’ records and transactions.

What are the typical challenges faced by a remote stock transfer agent, and how can they be managed effectively?

Remote Stock Transfer Agents often face challenges such as maintaining secure and accurate records, addressing shareholder inquiries promptly, and ensuring compliance with regulatory requirements. Working remotely adds complexities like coordinating with team members across different time zones and managing sensitive documents digitally. Effective communication, strong organizational skills, and familiarity with secure online platforms are vital for success. Proactively setting up regular check-ins with colleagues and utilizing encrypted file-sharing tools can help overcome these challenges and ensure smooth operations.
What are popular job titles related to Remote Stock Transfer Agent jobs in Texas? For Remote Stock Transfer Agent jobs in Texas, the most frequently searched job titles are:

Life Insurance Agent - Remote

Urrly

Dallas, TX • Remote

$45K - $60K/yr

Full-time

Re-posted 27 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