Work From Home - Financial Services Associate

The Semler Agency

Posted 2 months ago

Full Time

Sugar Land, Texas

Fully Remote

Smart Summary

Responsibilities

Digital sales representatives will protect families by providing life and health insurance, financial planning, and retirement solutions. Agents will meet virtually with clients to present customized policies and assist with applications.

Qualifications

You are a driven individual with a desire to help protect families nationwide through life & health insurance and financial planning. You will provide one-on-one mentorship and virtual training, working exclusively with warm leads to present solutions and help with applications.

Must Have Skills for ATS

Life & Health Insurance License

financial planning

retirement solutions

Job Description

Remote Digital Sales Representative

The Kolb Agency – Partner of Symmetry Financial Group

The Kolb Agency is looking for driven digital sales representatives to join our team and help protect families nationwide through life & health insurance, financial planning, and retirement solutions.

This is a commission-based sales position with uncapped earning potential and daily payouts.


Income Potential

  • Part-Time Agent: 15–20 hrs/week → $30,000–$60,000+ in your first year

  • Full-Time Agent: 30–35 hrs/week → $80,000–$180,000+ in your first year

  • Agency Owner: Build your own team → $200,000–$500,000+ annually

We offer the opportunity to own your own agency, create passive income, and build a lasting legacy for your family.


What We Do

  • Provide one-on-one mentorship for every agent

  • Offer virtual and in-person training

  • Work exclusively with warm leads – families who have requested coverage

  • Meet virtually with clients to present solutions and help with applications

  • Offer flexible hours and a supportive work environment

  • Hire based on character, not just experience

  • Promote personal growth and development

  • Design customized policies to meet each client’s needs

  • Represent top-tier products in the financial marketplace


What We Don’t Do

  • ❌ Cold Calling

  • ❌ Scam Calls

  • ❌ Quotas or Deadlines

  • ❌ Long Hours

  • ❌ Workplace Drama


Qualifications

  • Valid Life & Health Insurance License in your state (or willingness to obtain one)

  • Strong communication and organizational skills

  • Goal-oriented, self-motivated, and committed to personal growth

  • Proactive problem-solver

  • Willing to follow a proven system for success


Ideal Candidate

You are self-motivated, results-driven, and ready to work from home—part-time or full-time—serving families who have already requested coverage. You have:

  • Integrity, a strong work ethic, and coachability

  • A growth mindset with the desire to advance

  • Passion for personal development

  • Willingness to follow a duplication-based system


About Symmetry Financial

  • Turnkey business ownership model

  • Award-winning culture with uncapped earning potential

  • Top 10 Place to Work – Experience.com

  • Top Company Culture – Entrepreneur Magazine


FAQ

  • Nationwide company – work from your local area

  • 100% remote work

  • No license required for hire (training available)

  • Part-time & full-time positions available


Ready to build a career with purpose, flexibility, and unlimited income?
Apply today and take the first step toward building your business and your future.

NOTE: No agent's success, earnings, or production results should be viewed as typical, average or expected. Not all agents achieve the same or similar results, and no particular results are guaranteed. Your level of success will be determined by several factors, including the amount of work you put in, your ability to successfully follow and implement our training and sales system and engage with our lead system, and the Insurance needs of the customers in the geographic areas in which you choose to work.

The Semler Agency

Symmetry Financial Group (SFG) is the fastest-growing insurance marketing organization in the country. Our in-house expertise, knowledge, vision, and ability to provide our agents with an extremely competitive product portfolio truly help protect life's journey. SFG, based in Swannanoa, NC, provides an insurance agent with all the resources necessary to conduct business, including a contracting department to handle agent licensing issues and concerns; a service department to help with applications, status reports and commission inquiries; a lead and marketing department to help get in front of more clients; as well as a large group of service representatives to help with product information, proposals, software issues, and more. We are committed to providing life insurance coverage that allows families to live life and protect their loved ones if the unthinkable were to happen. Each of our licensed representatives are independent brokers with the resources to provide endless options, excellent coverage and competitive prices customized to families’ needs. No matter which stage of life you are in or what city you live in, Symmetry has the products and a nationwide network of agents to ensure your protection.
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