Job Description

The Jackson Agency – Financial Services Professional

The Jackson Agency is a rapidly expanding, family-led brokerage firm dedicated to helping individuals and families protect what matters most and plan for the future. We specialize in life insurance, helping families with mortgage protection, final expense, and retirement solutions.

We operate with a people-first mindset — believing integrity, service, and follow-through matter just as much as results. By blending modern technology with real human conversations, we’ve built a streamlined, client-focused experience that removes friction for both clients and professionals.

Join our team to manage and service client inquiries generated through company-supported marketing and referral efforts, guiding them towards tailored solutions for their financial future.

Responsibilities:

• Learn and apply our established systems, workflows, and offerings.
• Speak with prospective clients who have requested information, initiating the client engagement process.
• Conduct virtual consultations by phone or Zoom, assessing client needs and presenting relevant solutions.
• Guide clients through their options with clarity and confidence, ensuring full understanding of products and services.
• Work closely with leadership and team members to ensure a smooth and exceptional client experience.
• Maintain performance standards aligned with company expectations for client satisfaction and sales metrics.
• Maintain compliance with all state and licensing guidelines, upholding professional and ethical standards.
• Attend ongoing virtual trainings and team meetings to enhance skills and stay updated on industry developments.
• Build and maintain long-term client relationships through inbound interest and company-supported referral channels.
• Help households secure solutions that fit their goals and circumstances, specializing in life insurance, mortgage protection, final expense, and retirement planning.

Qualifications:

• Previous experience in sales, customer support, or a related client-facing field is helpful but not required.
• Comfortable using technology, CRM systems (Customer Relationship Management), and virtual meeting tools (e.g., Zoom).
• Strong communication skills, both verbal and written, with keen attention to detail.
• Self-directed, coachable, and driven to continuously improve performance and skills.
• Professional, confident presence on calls and video meetings, representing the agency positively.
• Service-oriented mindset with strong problem-solving ability to address client needs effectively.

Requirements:

• Ability to successfully complete a background check.
• Reliable computer, phone, and internet access to facilitate remote work.
• Active Life & Health Insurance License or willingness to obtain one (support provided for eligible candidates).
• Availability to accommodate client schedules, which may include some evenings or weekends.

Benefits:

• Remote position within a licensed financial services brokerage, offering flexibility.
• Structured onboarding and virtual training to ensure a strong start and continuous learning.
• Compensation aligned with performance metrics and company standards, rewarding results.
• Professional development and leadership growth pathways for career advancement.
• Support for obtaining required state insurance licensing (for eligible candidates), investing in your success.

Licensing support provided for candidates who meet eligibility requirements.