Remote Customer Sales Agent – Family Legacy Protection & Financial Planning Specialist (Work‑From‑Home)

About Smith Family Agency & Workwarp

At Smith Family Agency, a proud member of the Workwarp network, we are redefining what it means to work in the sales industry. Over the past four years, we have transformed from a small, two‑person operation into one of the nation’s fastest‑growing agencies, earning a consistent spot on the Inc. 5000 list (ranked #1022 for six consecutive years) and collecting multiple Stevie and Best in Biz awards. Our mission is simple yet profound: help families safeguard their legacies while empowering our agents to build a sustainable, high‑earning career—all from the comfort of their own home.

Our founders— a former firefighter turned entrepreneur and his wife, a seasoned corporate professional—entered this business with zero industry experience. Their story proves that with the right mentorship, tools, and culture, anyone can rise from “the daily grind” to a life of financial freedom, work‑life balance, and personal fulfillment. Today, we are on a relentless quest to pay forward that success by recruiting driven individuals who crave autonomy, purpose, and a true partnership with a company that puts the agent first.

Why This Role Is a Game‑Changer

Imagine a sales position where you never have to cold‑call strangers, where every lead is pre‑qualified, and where the technology does the heavy lifting. As a Remote Customer Sales Agent, you will be the trusted advisor families turn to when they need to protect their homes, mortgages, and future generations. You’ll leverage a state‑of‑the‑art lead generation platform, conduct virtual consultations via Zoom or FaceTime, and receive ongoing mentorship from top‑performing leaders within the agency. This is not a traditional “commission‑only” gig; it’s a hybrid model that combines a competitive base salary, performance bonuses, and the opportunity to generate passive income as you build a book of business.

Key Responsibilities

• Client Discovery & Consultation: Engage with prospective families through virtual meetings, understand their financial concerns, and assess their needs for legacy protection products.
• Solution Design: Recommend and tailor insurance or financial planning solutions that address mortgage protection, bill payment continuity, and broader estate‑preservation goals.
• Lead Management: Utilize Workwarp’s proprietary lead generation system to follow up on inbound inquiries, maintain accurate records in the CRM, and nurture prospects until conversion.
• Licensing & Compliance: If not already licensed, complete the required state insurance licensing program with full company sponsorship and ongoing compliance training.
• Mentorship & Collaboration: Partner with a designated senior leader for weekly coaching sessions, participate in agency‑wide training webinars, and share best practices with peers.
• Performance Tracking: Set personal sales targets, monitor key performance indicators (KPIs) such as conversion rate, average policy value, and client retention, and report progress to management.
• Community Advocacy: Represent the agency at virtual community events, webinars, and social media live sessions to build brand awareness and trust.
• Continuous Learning: Stay current on industry trends, product updates, and regulatory changes through the company’s learning portal and external certifications.

Essential Qualifications

• High school diploma or equivalent; associate or bachelor’s degree preferred but not mandatory.
• Strong interpersonal and communication skills, with the ability to establish rapport quickly over video calls.
• Self‑motivation and a results‑oriented mindset; comfortable working independently in a remote environment.
• Basic computer proficiency – familiar with Windows/macOS, Zoom, Microsoft Office, and CRM platforms.
• A genuine desire to help families protect their financial future and a willingness to learn sales techniques specific to insurance/legacy planning.
• Reliable high‑speed internet connection and a quiet, professional home office space.

Preferred Qualifications & Nice‑to‑Have Traits

• Previous experience in insurance, financial services, or any consultative sales role.
• Existing state insurance license (or willingness to obtain one within the first 90 days).
• Proven track record of meeting or exceeding sales quotas.
• Experience using lead‑generation or marketing automation software.
• Comfort with data‑driven decision‑making and familiarity with KPI dashboards.
• Fluency in a second language to serve diverse community segments.

Core Skills & Competencies

• Active Listening: Ability to truly hear a client’s concerns and translate them into actionable solutions.
• Problem Solving: Quickly assess complex financial scenarios and recommend appropriate coverage.
• Emotional Intelligence: Sensitivity to clients’ life events and the capacity to respond with empathy.
• Time Management: Prioritize tasks, schedule virtual appointments efficiently, and meet deadlines.
• Tech Savvy: Adapt to new platforms, troubleshoot minor technical issues during virtual meetings.
• Goal Orientation: Set clear, measurable objectives and stay accountable to personal and team targets.

Career Path & Advancement Opportunities

One of the most rewarding aspects of joining Smith Family Agency is the clear, merit‑based ladder for professional growth. Starting as a Remote Customer Sales Agent, you can progress to:

• Senior Sales Consultant: Lead high‑value accounts, mentor newer agents, and earn higher commission tiers.
• Team Leader / Manager: Oversee a small team of agents, set strategic sales goals, and receive a management bonus.
• Regional Director: Manage multiple teams across a geographic region, influence product development, and enjoy executive‑level compensation.
• Entrepreneurial Partner: After demonstrating sustained success, you may be invited to become a co‑owner of a new agency branch, sharing in profits and decision‑making.

Our internal academy offers certifications in advanced sales methodologies, insurance underwriting, and leadership development—ensuring you always have a roadmap for upward mobility.

Compensation, Perks & Benefits

• Competitive Base Salary: Guaranteed earnings that provide financial stability while you build your pipeline.
• Performance Bonuses: Quarterly incentives tied to sales volume, client retention, and team contribution.
• Commission Structure: Tiered commission that scales with your production, including residuals for policies you originate.
• Health Insurance: Fully subsidized medical, dental, and vision plans for you and your dependents.
• All‑Expense‑Paid Luxury Vacations: Recognize top performers with elite travel experiences—think Caribbean resorts, European tours, or adventure retreats.
• Passive Income Streams: As your client book grows, you earn ongoing residuals, eventually allowing you to replace or supplement your active earnings.
• Professional Development Stipend: Annual budget for conferences, courses, or certifications of your choice.
• Technology Allowance: Reimbursement for home‑office equipment, high‑speed internet, and headset accessories.
• Flexible Schedule: Design your own workday, balancing family commitments while meeting client availability.
• Culture‑First Initiatives: Virtual team‑building events, wellness challenges, and monthly “Ask the Founder” sessions.

Our Culture & Remote Work Environment

At the heart of Smith Family Agency is a family‑first culture. We believe that personal fulfillment fuels professional excellence. Our remote workforce is united by shared values:

• Integrity: We put clients’ needs above all else, ensuring transparent, ethical advice.
• Collaboration: Though you work from home, you are never alone. Daily huddles, peer‑to‑peer coaching, and a vibrant Slack community keep the camaraderie alive.
• Balance: We champion a 40‑hour work week, encourage unplugged evenings, and celebrate personal milestones.
• Innovation: Our technology stack is continuously upgraded based on agent feedback, guaranteeing you have a competitive edge.

We also recognize that remote work can feel isolating. That’s why we host quarterly virtual retreats, provide stipends for coworking‑space memberships, and offer a mentorship matching program that pairs new agents with seasoned leaders for ongoing support.

How to Apply & Next Steps

If you are ready to leave behind the conventional 9‑to‑5 grind and embark on a career that offers autonomy, purpose, and unlimited earning potential, we want to hear from you. The hiring process is straightforward and designed to ensure a mutual fit:

1. Submit Your Application: Click the “Apply To This Job” link below and upload your resume and a brief cover letter outlining why you’re passionate about helping families protect their futures.
2. Initial Phone Screen: Our recruitment team will contact you within 48 hours to discuss your background and answer any questions.
3. Virtual Interview: Meet with a senior leader for a deeper dive into the role, culture, and growth path.
4. Assessment & Offer: Complete a short situational assessment; successful candidates will receive a formal offer package.

Even if you feel you don’t meet every single requirement, we encourage you to apply. Great teams are built on diverse perspectives, and we’re always on the lookout for driven individuals who bring energy, curiosity, and a commitment to excellence.

Apply To This Job

We Encourage You to Apply!

Even if you think you’re not a perfect match, we’d still love to hear from you. Join a friendly, supportive team that believes in rewarding hard work with real results. Your journey to financial freedom, personal growth, and meaningful impact starts with a single click.