Life Insurance Agent

Company Description Pontoni Financial is a growing financial services organization focused on helping individuals and families protect their futures through personalized life insurance solutions. The company emphasizes client education, clear communication, and long-term relationships built on trust and transparency. Team members are supported with tools, training, and guidance to deliver high-quality service and tailored coverage options. Pontoni Financial values integrity, professionalism, and flexibility, including remote work opportunities for its agents.
Role Description This is a part-time, remote Life Insurance Agent role. The Life Insurance Agent will engage prospective and existing clients to assess their insurance needs, explain available life insurance products, and recommend appropriate coverage options. Daily activities include generating leads, conducting virtual consultations, preparing quotes, and assisting clients with applications and policy changes. The agent will maintain accurate records, follow up with clients, and collaborate with the broader team to support client retention and referral opportunities. The role also involves staying current on industry trends, compliance requirements, and product updates.
Qualifications
Candidates should possess skills in Insurance Sales and Insurance to effectively explain policies and match coverage to client needs.
Candidates should possess skills in Insurance Brokerage and Finance to compare carriers, interpret financial implications, and guide clients on suitable options.
Candidates should possess strong Customer Service skills to build trust, respond to inquiries, and maintain long-term client relationships.
Relevant state life insurance license (or willingness to obtain) and familiarity with regulatory and compliance requirements.
Strong communication skills, both written and verbal, with the ability to explain complex concepts in simple terms.
Comfort with remote work, including using digital tools, CRM software, and virtual meeting platforms.
Self-motivated, organized, and able to manage a flexible part-time schedule; prior experience in financial services or sales is beneficial.

Work arrangement
Yes