The Jackson Agency protects families & develops leaders. We are actively looking for hard working individuals that love people, thrive on personal growth, and enjoy a competitive yet collaborative team environment.
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.
Manage and service client inquiries generated through company-supported marketing and referral efforts
Responsibilities:
- Learn and apply our established systems, workflows, and offerings
- Speak with prospective clients who have requested information
- Conduct virtual consultations by phone or Zoom
- Guide clients through their options with clarity and confidence
- Work closely with leadership and team members to ensure a smooth client experience
- Maintain performance standards aligned with company expectations
- Maintain compliance with state and licensing guidelines
- Attend ongoing virtual trainings and team meetings
- 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
Qualifications:
- Previous experience in sales, customer support, or a related field is helpful but not required
- Comfortable using technology, CRM systems, and virtual meeting tools
- Strong communication skills with attention to detail
- Self‑directed, coachable, and driven to improve
- Professional, confident presence on calls and video meetings
- Service‑oriented mindset with strong problem‑solving ability
Requirements:
- Ability to successfully complete a background check
- Reliable computer, phone, and internet access
- Active Life & Health Insurance License or willingness to obtain one (support provided)
- Availability to accommodate client schedules, including some evenings or weekends
- Remote position within a licensed financial services brokerage
- Structured onboarding and virtual training
- Compensation aligned with performance metrics and company standards
- Professional development and leadership growth pathways
- Support for obtaining required state insurance licensing
Licensing support provided for candidates who meet eligibility requirements
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