C

Capistrano Agency

Sells life insurance through independent agents

Insurance Agent - Remote Sales

Full-Time
No salary listed
Mid
Remote in USA
Remote
InsuranceInsurance Sales & Agency
No H1B Sponsorship

About the job

Requirements
  • Be at least 18 years old.
  • Be a United States citizen, legal resident, or work-authorized individual with a valid work visa or employment authorization.
  • Pass a background check; felonies related to financial crimes, fraud, or dishonesty may be disqualifying.
  • Complete applicable state licensing requirements for a Life and Health Insurance License.
  • Obtain the required insurance license before working as an agent.
  • Work as an independent contractor.
Responsibilities
  • Work remotely and set an independent schedule.
  • Sell life and health insurance and related financial-services products, including mortgage protection, final expense, indexed universal life, and annuities.
  • Work with people who have requested information rather than making cold calls.
  • Use exclusive leads generated through direct mail, online marketing, and other marketing strategies.
  • Complete training through online courses, live webinars, and in-person events.
  • Use customer relationship management tools, automated marketing systems, and virtual selling platforms.
  • Build and scale an agency and potentially develop a team of agents.
  • Participate in profit-sharing and agency-building activities.
Desired Qualifications
  • Experience as a self-starter, entrepreneur, parent, or career changer seeking flexibility.
  • Interest in helping others and making an impact.
  • Motivation, coachability, and willingness to invest in personal development.

About the company

C

Capistrano Agency

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Capistrano Agency connects individuals and families with life insurance and annuity products intended to protect household finances and support retirement planning. The agency operates within Symmetry Financial Group, powered by Quility, and its licensed representatives compare coverage options from insurance carriers. Its recruiting model combines policy sales with training and support for people who want to work as independent agents or build their own agencies. Carriers pay commissions on policies sold, while the agency supplies access to leads, mentoring and sales tools for its agent network. Founded in 2018, the agency is headquartered in Portland, Oregon.

Company Size

11-50

Company Stage

N/A

Total Funding

N/A

Headquarters

Portland, OR

Founded

2018

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