Life and Health Insurance
The Craig Agency at Symmetry Financial Group Company Description The Craig Agency at Symmetry Financial Group provides training, structure, and a supportive environment for licensed Life and Health Insurance Agents. We focus on helping agents build agencies of their own that serve clients with integrity while developing long term professional skills. Our team culture emphasizes personal growth, disciplined leadership, and consistent client service. We work directly with our agents to provide guidance, ongoing support, and practical field training. Our goal is to equip you with the tools and experience needed to build a strong, client focused business within the life and health insurance space. Role Description This is a remote position for a Life and Health Insurance Agent. You will assist clients in selecting life and health insurance products that align with their needs and financial goals. Daily responsibilities include communicating with prospective clients, educating individuals and families about available options, completing applications, conducting policy reviews, and maintaining long term client relationships. Agents who wish to expand their career may also receive guidance on developing their own business within the life insurance, health insurance, and annuity markets. This role offers flexibility and can be structured as full time or part time. Key Responsibilities Consult with clients to identify insurance needs Present suitable life and health insurance options Assist clients with applications and policy placement Maintain accurate client records through digital tools Conduct policy reviews and provide ongoing support Request referrals in a professional and service centered manner Participate in training and development sessions Qualifications Interest in life insurance, health insurance, and annuity products Strong communication and client service skills Ability to work independently in a remote environment Familiarity with digital tools for managing applications and client information Active Life and Health Insurance License Support is available for qualified candidates who need assistance obtaining a license Apply tot his job