- Hiring from
- United States
- Work type
- Remote
- Posted
- Oct 1, 2026
About Us
Since our founding in 2012, we have understood that individuals require access to effective money management services to build a solid financial foundation based on life experiences, sound financial principles, discipline, and creativity. Our firm started to help individuals and communities experience financial freedom. Today, we continue to empower our clients to take control of their financial futures through our services, void of sales pressure or commission-based sales tactics.
Job Description
This is a remote position.
CWI Insurance Services, Inc. seeks a licensed, self-motivated insurance professional to join our rapidly expanding brokerage team. This role is ideal for a dynamic, entrepreneurial agent passionate about helping clients protect their futures and meet their financial goals. Using CWI’s resources and network, you’ll have the support you need to drive success, grow your business, and surpass your sales targets. If you have strong sales ambition, excellent communication, and top-tier customer service skills, we encourage you to apply today.
Responsibilities
- Client Acquisition & Relationship Building: Develop leads and grow your client portfolio by networking, securing referrals, cold calling, and utilizing other innovative marketing strategies.
- Client Needs Assessment: Identify and assess clients’ insurance needs, financial goals, and risk profiles by conducting personalized consultations.
- Carrier Communication: Act as a liaison with various insurance carriers on behalf of clients.
- Underwriting & Application Processing: Complete and submit insurance applications to secure underwriting approvals.
- Policy Delivery & Follow-up: Ensure timely policy delivery, plan follow-up visits, and continuously evaluate evolving client needs.
- Professional Development: Maintain up-to-date knowledge by engaging in continuing education, networking, and professional organizations.
- Record Management: Oversee electronic and paper records, ensuring compliance with all regulatory and contracting requirements.
Requirements
Qualifications
- License: Active state life insurance license(s)
- Education: High school diploma or equivalent required; Bachelor’s degree preferred
- Experience: Background in insurance, finance, sales, or a related field preferred
- Technology Skills: Proficient with MS Office, Zoho CRM software, and virtual meeting platforms (e.g., Zoom)
- Analytical Skills: Strong problem-solving skills with meticulous attention to detail
Preferred Skills
- Proven ability in prospecting and sales
- Highly motivated and goal-driven
- Strong organizational and multitasking skills
- Outstanding communication abilities
Remote Work Requirements
- Secure, personal computer and high-speed internet access
- Quiet, professional setting for confidential client calls and virtual meetings
Benefits
Compensation
CWI Insurance Services, Inc. offers a competitive, commission-based compensation package with earning potential based on your experience and sales performance.
Equal Opportunity Employer:
CWI Insurance Services, Inc. is committed to fostering a diverse and inclusive work environment. We provide equal employment opportunities to all qualified candidates, regardless of race, color, sex, national or ethnic origin, nationality, age, religion, citizenship, disability, sexual orientation, gender identity, gender presentation, marital status, pregnancy, family structure, veteran status, or any other legally protected status. Our goal is to go beyond compliance, actively promoting fairness, respect, and inclusion in all aspects of our work.