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Virtual Insurance Agent Jobs in Wisconsin (NOW HIRING)

UHC

Medicare Sales Representative

De Pere, WI · Hybrid

$50K - $65K/yr

Join Us at Our Virtual Job Fair to learn more about this position! We're hosting a Virtual Job Fair ... You will consult customers on their insurance needs and match the correct coverages, products, and ...

HYATT Hotels

Front Office Agent

Madison, WI

$16/hr

Why work for Hyatt? • Medical, Dental, Vision Insurance (after 30 days for Full-time colleagues ... virtual reality experience. * Customer service experience is preferred, preferably in a hotel or ...

Hyatt

Front Office Agent

Madison, WI · On-site

$16/hr

Medical, Dental, Vision Insurance (after 30 days for Full-time colleagues) Tuition Reimbursement ... virtual reality experience. * Customer service experience is preferred, preferably in a hotel or ...

Hyatt Hotels Corporation

Front Office Agent

Madison, WI · On-site

$16/hr

Why work for Hyatt? • Medical, Dental, Vision Insurance (after 30 days for Full-time colleagues ... virtual reality experience. * Customer service experience is preferred, preferably in a hotel or ...

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All JobsVirtual Insurance Agent JobsVirtual Insurance Agent Jobs in Wisconsin

Virtual Insurance Agent information

See Wisconsin salary details

$25.2K

$65.6K

$122.6K

How much do virtual insurance agent jobs pay per year?

As of May 29, 2026, the average yearly pay for virtual insurance agent in Wisconsin is $65,630.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,900.00 and $77,700.00 per year, depending on experience, location, and employer.

What Does a Virtual Insurance Agent Do?

As a virtual insurance agent, your responsibilities are to sell customers different types of health, life, auto, home, and disaster insurance plans or add-ons to their existing coverage. However, unlike a traditional insurance agent, you perform your work remotely and discuss options with customers via online chat platforms, email, or phone. Your duties include determining what type of coverage a customer needs, assessing their risk factors and financial stability to decide whether or not they qualify for coverage, and identifying what kinds of coverage are available to them.

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

To thrive as a Virtual Insurance Agent, you need a strong understanding of insurance products, sales techniques, and relevant licensing or certifications. Familiarity with customer relationship management (CRM) software, digital communication platforms, and quoting systems is essential. Excellent verbal communication, active listening, and self-motivation are standout soft skills in this role. These skills ensure agents can effectively advise clients, build trust remotely, and achieve sales targets in a digital environment.

How do Virtual Insurance Agents typically collaborate with underwriters and claims adjusters in a remote environment?

Virtual Insurance Agents often work closely with underwriters and claims adjusters through secure digital platforms, video calls, and shared documentation systems. Effective communication and timely updates are essential, as agents relay client information, clarify policy details, and coordinate on complex cases. Collaboration tools and regular team meetings help ensure that everyone stays informed and aligned on client needs, making remote teamwork both efficient and responsive.

What is a Virtual Insurance Agent?

A Virtual Insurance Agent is a professional who provides insurance services and advice remotely, typically using phone, email, video calls, or online chat. They help clients understand different insurance policies, assess their needs, and select appropriate coverage without meeting in person. Virtual Insurance Agents can handle a variety of insurance types, such as life, health, auto, or homeowners insurance, and often work for insurance companies, agencies, or as independent brokers. Their role emphasizes convenience and accessibility for clients who prefer digital communication. This position requires strong communication skills, knowledge of insurance products, and often appropriate licensing.

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

AspectVirtual Insurance AgentInsurance Broker
CredentialsTypically requires insurance licenses, certifications vary by stateRequires insurance licenses, often holds multiple state licenses
Work EnvironmentRemote or online, working independently or for an agencyCan work independently or for brokerage firms, often client-facing
Employer & Industry UsageInsurance companies, agencies, online platformsIndependent or agency-based, representing multiple insurers
Search & Comparison IntentFinding remote insurance sales or support rolesComparing insurance options or seeking independent advice

The main difference is that a Virtual Insurance Agent primarily sells or supports insurance products online and may work directly for an insurer or agency. An Insurance Broker acts as an independent intermediary, representing clients and comparing policies across multiple insurers. Both roles require licensing and have overlapping skills, but their work environments and client interactions differ.

More about Virtual Insurance Agent jobs
What are the most commonly searched types of Insurance Agent jobs in Wisconsin? The most popular types of Insurance Agent jobs in Wisconsin are:
What are popular job titles related to Virtual Insurance Agent jobs in Wisconsin? For Virtual Insurance Agent jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Virtual Insurance Agent jobs in Wisconsin look for? The top searched job categories for Virtual Insurance Agent jobs in Wisconsin are:
What cities in Wisconsin are hiring for Virtual Insurance Agent jobs? Cities in Wisconsin with the most Virtual Insurance Agent job openings:
Virtual Insurance Agent jobs near you

Estate & Retirement Financial Advisor

United Placement Group

Plover, WI

$100K - $200K/yr

Full-time

Posted 2 days ago

Job description

Estate & Retirement Financial Advisor

Pre-Set Appointments - Full Support - Strong Six-Figure Potential

Are you an experienced Financial Advisor or Insurance Agent who loves working with clients-but is exhausted by constant prospecting, seminar costs, and chasing paperwork? This role is intentionally built to remove those pain points so you can focus on high-quality client work, strong income, and better life balance.

Why this opportunity stands out
  • No out-of-pocket marketing costs: Stop paying for seminars, mailers, ads, or leads-client acquisition is handled for you.
  • Pre-set, qualified appointments: Meet with prospects who have already expressed interest in estate and retirement planning, not cold or unvetted leads.
  • Full back-office & case management: A professional team supports you with case design, plan preparation, applications, and follow-up so you stay in front of clients instead of buried in admin.
  • Real help with "paper chasing": From forms and requirements to carrier follow-ups, you have experienced support to keep cases moving without you getting stuck in the weeds.
  • Opportunity for managed money: Expand and deepen your advisory practice with access to additional investment and managed money solutions (where applicable).
  • Limited, exclusive slots per state: Only a select number of Advisors are brought on in each state, reducing internal competition and supporting long-term, sustainable growth.
The role

As an Estate & Retirement Financial Advisor focused on annuities and retirement income strategies, you will:

  • Conduct approximately 10-12 pre-set appointments per week with qualified, pre-engaged prospects.
  • Educate clients on retirement income, annuities, and protection strategies aligned with their long-term goals and family legacy plans.
  • Recommend suitable annuity and related solutions from a broad lineup of top-rated providers.
  • Partner closely with an internal appointment setter and case manager who support your calendar, case preparation, paperwork, and follow-up from start to finish.
  • Build and maintain strong client relationships through thoughtful follow-up, reviews, and ongoing service.
What we're looking for
  • Active Health & Life insurance license (required).
  • One of the following: Series 65; or Series 7 & 66; or a comparable advanced designation such as ChFC.
  • Proven face-to-face sales success using a consultative, needs-based approach.
  • Clean U4 (if currently registered).
  • Proficiency with Microsoft Office and comfort using virtual meeting tools.
  • Willingness to travel within your state to meet with clients.
  • A genuine passion for serving pre-retirees and retirees and helping them achieve clarity and peace of mind.
What you gain
  • Competitive, commission-based compensation with strong six-figure potential; typical Advisors earn between $100,000 and $200,000 annually, while top producers earn $300,000+ based on performance.
  • No cold calling, no door-knocking, and no endless self-prospecting-spend your time where it counts: in meetings with ready-to-talk clients.
  • Dedicated back-office and case management support to dramatically reduce non-revenue activities and paperwork.
  • Access to leading products and carriers to build client-centric retirement, income, and estate strategies.
  • Greater control over your schedule, supported by proven systems, infrastructure, and lead flow that make consistent production realistic.

If you're a high-caliber, licensed financial professional ready to plug into a system designed to ease your biggest pain points-marketing, prospecting, and paperwork-while maximizing your impact and income, this could be your next step. Apply now to explore the opportunity and secure your spot before remaining openings in your state are filled.

Apply