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Remote Virtual Insurance Agent Jobs in California

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Remote Virtual Insurance Agent information

What is the difference between Remote Virtual Insurance Agent vs Remote Virtual Insurance Broker?

FeatureRemote Virtual Insurance AgentRemote Virtual Insurance Broker
CredentialsLicenses required in specific states, insurance agent licenseSame as agent, plus broker license in some cases
Work EnvironmentHome-based, online communication with clientsHome-based, may work with multiple insurance providers
Employer & Industry UsageInsurance companies, agenciesIndependent, brokerage firms, agencies
Primary RoleSell insurance policies directly to clientsAdvise clients, compare policies, and place coverage with providers

While both roles operate remotely and require insurance licenses, Remote Virtual Insurance Agents primarily focus on selling policies directly, whereas Remote Virtual Insurance Brokers act as intermediaries, advising clients and selecting policies from multiple providers. The choice depends on whether you prefer direct sales or client advocacy within the insurance industry.

What are the most commonly searched types of Virtual Insurance Agent jobs in California? The most popular types of Virtual Insurance Agent jobs in California are:
What cities in California are hiring for Remote Virtual Insurance Agent jobs? Cities in California with the most Remote Virtual Insurance Agent job openings:
Remote Virtual Insurance Agent jobs near you
Life and Health Insurance Agent

Life and Health Insurance Agent

Synergy Financial

San Francisco, CA • Remote

$75K - $100K/yr

Full-time

Medical, Life, Retirement

Posted 22 days ago

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.

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