Career Shifters | Insurance Agent (Part Time | Work from Home)

About the role

This is a part-time, work-from-home opportunity as a Financial Advisor. The role is ideal for experienced professionals with 2–3 years of sales experience, particularly those with a background in insurance, banking, financial services, or relationship management. You will leverage your sales and client relationship skills in a flexible setup where you can continue building your professional career, expand your income potential, and make a meaningful impact on clients' financial well-being.

Key responsibilities

  • Conduct financial needs analysis and understand clients' financial goals and priorities

  • Present and recommend appropriate life insurance, health, and investment solutions

  • Build and maintain strong, long-term relationships with clients

  • Generate and develop leads through personal networks, referrals, and digital platforms

  • Conduct client consultations and product presentations virtually

  • Provide continuous service and financial guidance to existing clients

  • Participate in team meetings, training, coaching, and professional development activities

  • Maintain professionalism and compliance with company and industry standards

About you

  • At least 2–3 years of sales experience

  • Experience in insurance, banking, financial services, or relationship management is highly preferred

  • Strong communication, presentation, and interpersonal skills

  • Comfortable communicating with clients through online platforms

  • Self-motivated, goal-oriented, and able to work independently

  • Willing to undergo training and obtain the necessary licenses/certifications

  • Open to a part-time, work-from-home setup

Benefits

  • Work from home – no daily office attendance required

  • Part-time opportunity – ideal for professionals looking for an additional income stream

  • Flexible schedule that can fit around your existing work or commitments

  • Comprehensive training and mentorship

  • Opportunity to develop your financial planning and advisory skills

  • Performance-based income and incentives

  • Opportunity to build a long-term career in the financial services industry

  • Be part of a supportive team focused on professional and personal growth


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