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Virtual Broker Assistant Jobs in Indiana (NOW HIRING)

Group1001

Hybrid Wholesaler

Zionsville, IN · On-site

Collaborate, when necessary, with the Internal Sales Team to assist in driving sales results ... Conduct in-depth sales presentations, primarily through virtual meetings, including product ...

Bloom Insurance

Health Plan Advocate

Bloomington, IN · On-site +1

Respond to inquiries through approved channels * Assist with enrollment and application status ... Maintain detailed records of customer and broker interactions * Schedule callbacks and ensure ...

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All JobsBroker JobsVirtual Broker Assistant JobsVirtual Broker Assistant Jobs in Indiana

Virtual Broker Assistant information

See Indiana salary details

$10

$23

$32

How much do virtual broker assistant jobs pay per hour?

As of Jul 26, 2026, the average hourly pay for virtual broker assistant in Indiana is $23.22, according to ZipRecruiter salary data. Most workers in this role earn between $19.42 and $26.06 per hour, depending on experience, location, and employer.

What are Virtual Broker Assistants?

Virtual Broker Assistants are remote professionals who provide administrative and operational support to brokers, typically in real estate, insurance, or finance. They handle tasks such as scheduling appointments, managing client communications, preparing documents, data entry, and assisting with transaction coordination. By working remotely, they help brokers streamline their workflow, improve productivity, and focus on high-value activities like client relationships and sales. Many Virtual Broker Assistants use specialized software to manage tasks and ensure compliance with industry regulations.

What are the key skills and qualifications needed to thrive as a Virtual Broker Assistant, and why are they important?

To thrive as a Virtual Broker Assistant, you need strong organizational skills, attention to detail, and knowledge of brokerage operations, often supported by experience in real estate or finance. Familiarity with CRM software, online document management systems, and e-signature platforms is typically required. Excellent communication, time management, and problem-solving abilities help you stand out in this role. These skills ensure efficient support for brokers, seamless client interactions, and accurate transaction processing in a fast-paced, remote environment.

What is the difference between Virtual Broker Assistant vs Virtual Real Estate Assistant?

AspectVirtual Broker AssistantVirtual Real Estate Assistant
CredentialsReal estate license (optional), administrative skillsReal estate license (often required), administrative skills
Work EnvironmentSupports brokers, operates remotely, real estate industrySupports agents or brokers, operates remotely, real estate industry
Employer & IndustryReal estate brokerages, agenciesReal estate agencies, brokerages
Common Search & ComparisonOften compared for real estate support rolesRelated but more agent-focused

The Virtual Broker Assistant and Virtual Real Estate Assistant roles both support real estate professionals remotely, often requiring similar skills and industry knowledge. The main difference lies in the scope: Virtual Broker Assistants typically work directly with brokers and may handle more administrative and operational tasks, while Virtual Real Estate Assistants often support individual agents with client management and marketing. Both roles are essential in the real estate industry and share overlapping credentials and work environments.

How does a Virtual Broker Assistant typically collaborate with licensed brokers and clients in a remote setting?

As a Virtual Broker Assistant, you will regularly communicate with licensed brokers and clients through email, phone, and virtual meeting platforms to coordinate transactions, manage documentation, and schedule appointments. You'll often be responsible for maintaining organized digital records and ensuring that all compliance requirements are met. Collaboration is highly digital, requiring strong organization skills and prompt responsiveness to support brokers and ensure smooth client experiences, even when working remotely.
What are popular job titles related to Virtual Broker Assistant jobs in Indiana? For Virtual Broker Assistant jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Virtual Broker Assistant jobs in Indiana look for? The top searched job categories for Virtual Broker Assistant jobs in Indiana are:
Virtual Broker Assistant jobs near you
Infographic showing various Virtual Broker Assistant job openings in Indiana as of July 2026, with employment types broken down into 85% Full Time, 9% Part Time, and 6% Contract. Highlights an 81% In-person, and 19% Remote job distribution, with an average salary of $48,291 per year, or $23.2 per hour.
Hybrid Wholesaler

Hybrid Wholesaler

Group1001

Zionsville, IN • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 5 days ago

Group1001 rating

9.5

Company rating: 9.5 out of 10

Based on 8 frontline employees who took The Breakroom Quiz

8th of 298 rated insurance

Job description

Group 1001 is a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability with deep insurance expertise and a can-do culture. Group1001's culture emphasizes the importance of collaboration, communication, core business focus, risk management, and striving for outcomes. This goal extends to how we hire and onboard our most valuable assets - our employees.
Why This Role Matters:
The Hybrid Wholesaler is designed to help drive sales growth of Delaware Life annuity products and services; drive key strategic sales initiatives and collaborate with the Delaware Life National Sales Consulting team to develop and deliver field plans and activities contributing to sales growth. At it's core, this role is responsible for developing new business opportunities and fostering existing relationships through live meetings, phone and web-based sales and service calls.
The role responsibilities will include effective and efficient management of the territory to deliver profitable product sales. Actively engage in the use of data and technology to mine opportunities for focused growth. Build annual plans and review quarterly. This position works closely with external wholesalers in the defined regions and or new regions to conduct in person sales meetings to sell Delaware Life business. The role requires travel to advisors and prospective advisors and needs to be an expert in sales. The position is required to work either in the regional location that it supports, and in a region defined by Sales Management. The role requires internal support of external wholesaler(s) for the supported region(s) and acts as its own internal support for defined coverage. This role will report to the National Sales Manager of Delaware Life Marketing and will be responsible for achieving defined sales goals.
How You'll Contribute:
  • Drive the territory business strategy to maximize sales growth.

  • Conduct on-site regional meetings with advisors and prospective advisors to sell Delaware Life Products: Fixed Annuity, Fixed Indexed Annuity, Variable Annuity

  • Strategically aligned with external wholesalers and may be responsible for taking on some territorial wholesaler selling.

  • Daily and Weekly record all prospect/client meetings, pipeline opportunities, tasks, demonstrations, and illustrations.

  • Build and execute annual sales plans and review plans quarterly.

  • Make proactive calls-out to existing producers and prospects as part of marketing or product campaigns, to communicate rates, sales ideas, generate leads, and schedule meetings.

  • Makes proactive outbound telephone calls and email contacts to promote and provide sales product illustration support to producers within assigned territory.

  • Must be willing to learn new technology and use it routinely in the role.

  • Quarterly event with Delaware Life Marketing National Sales Consulting team for large advisor meetings and complex sales assistance.

  • Collaborate, when necessary, with the Internal Sales Team to assist in driving sales results.

  • Work efficiently within our CRM solution to prospect, administer leads generated by campaigns, update advisor records, manage a pipeline of opportunities and deliver accurate forecasting for the assigned territory.

  • Conduct in-depth sales presentations, primarily through virtual meetings, including product demonstrations highlighting key benefits through individual and group sessions, seminars, workshops, and branch meetings.

  • Leverage relationships to conduct small to large meetings using internal resources.

  • Learn the Delaware Life Marketing National Sales Consultant value proposition and demonstrate the content as uniquely valuable to the advisor and their clients.

  • Build relationships and maintain strong rapport with prospective and existing clients within the client organization and within Delaware Life Marketing.

  • Conduct lead development, lead follow up, qualification and targeted account selling, on the phone, and with virtual technology.

  • Manage expenses in a timely manner and adhere to company policies for advisor and firm sponsorships.

  • Responsible for consistently meeting and exceeding stated KPI's relevant to the role

What We're Looking for:
  • 5+ years of wholesaling experience with proven variable annuity sales results in the bank and/or independent broker-dealer channels

  • Bachelor's degree required and advanced degrees a plus

  • FINRA Series 6 or 7, 63 and Life Insurance licenses required

  • Strong relationships with key bank and independent broker-dealer advisors and firms in the defined territory

  • Exceptional presentation and communication skills

  • Demonstrated success in variable annuity and fixed index annuity sales

  • Proven track record of advisor relationship building

  • Experience in lead development, lead follow up, qualification and targeted account selling in person, on the phone, and with virtual technology

  • Strong organizational skills and effective time management

  • Microsoft Office proficiency, Allego, Seismic, technology a plus

  • CRM: Salesforce or other CRM proficiency

  • Valid Driver's license

  • Up to 25% travel

Benefits Highlights:
Employees who meet benefit eligibility guidelines and work 30 hours or more weekly, have the ability to enroll in Group 1001's benefits package. Employees (and their families) are eligible to participate in the Company's comprehensive health, dental, and vision insurance plan options. Employees are also eligible for Basic and Supplemental Life Insurance, Short and Long-Term Disability. All employees (regardless of hours worked) have immediate access to the Company's Employee Assistance Program and wellness programs-no enrollment is required. Employees may also participate in the Company's 401K plan, with matching contributions by the Company.
Group 1001, and its affiliated companies, is strongly committed to providing a supportive work environment where employee differences are valued. Diversity is an essential ingredient in making Group 1001 a welcoming place to work and is fundamental in building a high-performance team. Diversity embodies all the differences that make us unique individuals. All employees share the responsibility for maintaining a workplace culture of dignity, respect, understanding and appreciation of individual and group differences.
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