About Us
Fieldguide is establishing a new state of trust for global commerce and capital markets through automating and streamlining the work of assurance and audit practitioners specifically within cybersecurity, privacy, and financial audit. Put simply, we build software and AI Agents for the people who enable trust between businesses.
We're based in San Francisco, CA. We're backed by top investors including Bessemer Venture Partners, 8VC, Floodgate, Y Combinator, DNX Ventures, Global Founders Capital, Justin Kan, Elad Gil, and more.
We value diversity - in backgrounds and in experiences. We need people from all backgrounds and walks of life to help build the future of audit and advisory. Fieldguide's team is inclusive, driven, humble and supportive. We are deliberate and self‑reflective about the kind of team and culture that we are building, seeking teammates that are not only strong in their own aptitudes but care deeply about supporting each other's growth.
As an early stage start‑up employee, you'll have the opportunity to build out the future of business trust. We make audit practitioners' lives easier by eliminating up to 50% of their work and giving them better work‑life balance. If you share our values and enthusiasm for building a great culture and product, you will find a home at Fieldguide.
About the Role
As a Lead Agent PM at Fieldguide, you will play a central role in building the next generation of enterprise‑grade AI agents that power multi‑million‑dollar audit and assurance engagements for the Fortune 500. You'll work hand‑in‑hand with our engineers and our most strategic customers to design, ship, and continuously improve intelligent agents that transform how top audit firms operate.
What You'll Do
Build enterprise‑grade AI agents: As an Agent PM at Fieldguide, you will be responsible for partnering directly with our engineers and most strategic customers to build and ship AI agents that power multi‑million‑dollar audit and assurance engagements for the Fortune 500.
Engage with top audit firms in the world: In the role, you will engage with all levels of our most strategic customers:
Discover and assess their requirements.
Prepare and present demonstrations of Fieldguide's agents.
Address and overcome technical challenges in the business process by working with technical counterparts.
Develop and improve agents to fit and anticipate our customers' needs and business processes.
Become trusted advisors and drive strategic technical strategies for our customers.
Shape the product roadmap: Work with engineering and product development teams to scope and implement new features essential to the success of your customers.
This is primarily an in‑person role with at least 3 days a week in our San Francisco office. It'll require occasional travel (once a month) to be onsite with our clients.
Who You Are
6-8+ years experience in product development/management.
Experience crafting and tailoring a message for potential customers, including senior executives at Fortune 500.
Ability to communicate highly technical concepts to both non‑technical and technically proficient audiences, including recent AI developments.
Degree in a technical or related field, or equivalent professional experience.
Bonus Points
Domain expertise in Audit, Assurance or Accounting.
AI‑related experience (experience developing AI agents a plus).
Some coding experience with React, Typescript, and Go.
MBA or equivalent professional experience (while this is a product management role, you will have the opportunity to lean into broader business roles).
Past roles that interface with end customers to influence software development.
More about Fieldguide
Fieldguide is a values‑based company. Our values are:
Fearless - Inspire & break down seemingly impossible walls.
Fast - Launch fast with excellence, iterate to perfection.
Lovable - Deliver happiness & 11 star experiences.
Owners - Execute & run the business with ownership.
Win‑win - Create mutual value & earn trust for life.
Inclusive - Scale the best ideas with inclusive teams.
Some of our benefits include
Competitive compensation packages with meaningful ownership.
Flexible PTO.
401k.
Wellness benefits, including a bundle of free therapy sessions.
Technology & Work from Home reimbursement.
Flexible work schedules.
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$43k-85k yearly est. 4d ago
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Insurance Advisor
Tipton Agency
Remote job
The Tipton Agency is committed to assisting individuals in creating customized insurance portfolios that meet their specific needs, concerns, and financial situations. By collaborating with more than 40 leading carriers, we guarantee that our clients receive the most cost-effective coverage, including options for those who may not qualify through conventional sales methods.
Key Responsibilities:
Address client inquiries and communications without engaging in cold calling.
Conduct remote meetings with clients via phone or Zoom to evaluate their insurance requirements and offer appropriate solutions.
Process client applications for underwriting approval through our efficient online system.
Position Details:
Flexibility: Opportunities for both part-time and full-time roles are available, enabling you to set your own appointments and schedule.
Part-Time: 10-20 hours per week, with potential earnings ranging from $30,000 to $60,000 annually.
Full-Time: 30-40 hours per week, with potential earnings between $125,000 and $200,000 annually.
We seek driven individuals who are passionate about helping clients achieve their financial protection objectives while enjoying the autonomy and flexibility of a remote work setting. Join us at The Tipton Agency and embark on a rewarding career in insurance consulting.
$55k-85k yearly est. 60d+ ago
Life Insurance & Annuity Adviser (Remote)
Preferred Choice Financial Group 4.0
Remote job
Preferred Choice Financial Group currently has an opening for enthusiastic, caring and outgoing professionals looking to take their first step in a career as a life insurance and annuity adviser. We work with the industry leaders to create protection plans for people, employers, employees, and families to meet their financial needs.
Key Responsibilities:
Be able to communicate effectively and always work in the best interest of the client.
Form long-lasting relationships
Promote life and annuity products through a variety of sales campaigns.
Manage inbound calls as well as create and execute effective outbound call campaigns.
Demonstrate proficiency in case design, sales skills, and cross-selling skills.
Pro-actively contact, screen and qualify appointed life & annuity insurance agents to determine sales opportunities.
Be skilled at presenting in both small and large group presentations.
Capture all activity into CRM
Up to 25% travel required but may require more.
Qualifications: Does this sound like you?
Education & Experience
1-3 years of financial services experience or equivalent education.
3+ years of business development experience.
Bachelor's degree.
Strong presentation skills as well as excellent communication skills.
Ability to adapt to the interests of the audience as well as use technical skills and people skills, on the phone and in person, to build relationships and help grow sales.
Preferred Credentials
Bilingual.
Life and Health Licensed or ability to become licensed.
CLU, ChFC, CFP designations or desire to work toward industry designation to develop subject matter expertise with company assistance.
$76k-102k yearly est. 60d+ ago
Work From Home as an Insurance Advisor
Global Elite Empire Consultants
Remote job
The companies we recruit for moved to 100% virtual, work-from-home positions. This position allows you to build your career around your life, rather than being forced to build your life around your career!
They are looking for enthusiastic, self-driven individuals to assist prospective clients with life and final expense coverages. In this position, you will work with multiple clients throughout the day, providing outstanding service and product knowledge.
Preferred Skills:- Excellent communication skills, including active listening and problem-solving- Ability to learn, adapt, and adjust on-the-go- Work well with others and individually- Possess a strong work ethic and drive to succeed
What You Can Expect:- Flexible schedule- 100% Remote position- Weekly trainings led by top leaders- Life insurance- Health insurance reimbursement- Industry-leading resources and technology.
(Global Elite Empire Consultants is a third party recruiter, not an insurance agency)
We are seeking remote Property & Casualty (P&C) Licensed Insurance Sales Advisors within our Wholesale Private Risk Insurance Department.
This position will report to the company's headquarters of Highland Park, MI, and work 100% remotely.
Visit our website to learn more! ******************************
The candidate will have four (4) or more years (required) of personal lines sales experience, including high-net-worth accounts and specialty carriers.
The individual in this position will be responsible for servicing multi-state clients, including, but not limited to, coverage and risk analysis, endorsement activity, billing questions, problem-solving, renewal presentations, preparation of proposals, and binding coverage.
EQUAL OPPORTUNITY STATEMENT QUALFON is an equal opportunity employer. QUALFON provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sex (including pregnancy, childbirth and related medical conditions), sexual orientation, gender identity, national origin, age, disability, genetic information (including testing and characteristics), marital status, ancestry, status as a covered veteran, uniformed servicemember status and any other characteristic protected under applicable federal, state or local law.
Qualfon is an equal employment opportunity employer. Alternative methods of applying for employment are available to individuals unable to submit an application through this site because of a disability.
Contact ****************************************** to discuss reasonable accommodations.
Area of expertise (Skills)
Stay well-informed about our products, services, competitors, and industry trends to understand the competitive landscape, communicate value propositions, and provide tailored solutions effectively.
Explore and establish new strategic partnerships to expand market reach. Implement strategies to create a consistent pipeline of qualified personal line submissions from our partner agencies. This includes identifying key customer profiles and target growth markets.
Maintain strong, long-lasting relationships with producers; understand their needs, address concerns, and consistently deliver exceptional service and sound risk management insights. Identify new business opportunities, upselling and cross-selling our products and services where appropriate.
Drive results to ensure monthly, quarterly, and annual sales targets are met. Shows consistent growth in client acquisition while adhering to company policies and ethical standards.
Collaborate and build relationships with key stakeholders, including subject matter experts, carriers' underwriting teams, and operations.
Proficient in using a variety of computer programs, including Agency Management Software/ CRM, MS Office, and carrier quoting tools.
Proactive problem-solving skills, including the ability to analyze problems quickly, devise creative solutions, and adapt to achieve successful outcomes.
Demonstrate integrity and ethical behavior, building trust with clients by being honest, transparent, and reliable.
Qualifications
Active Property and Casualty License.
4+ years of personal lines insurance sales experience.
Experience with high-net-worth carriers such as Chubb, PURE, AIG, etc.
Demonstrated success in acquiring, cultivating and maintaining client relationships, and integrating with key partners.
Excellent written communication skills. Writes clearly and proactively; edits communications for spelling and grammar; varies writing style to situation; presents information effectively without the use of technical jargon.
Self-confident to make sound independent decisions.
Highly professional and self-motivated with the ability to demonstrate a positive attitude and an energetic personality.
Proficient in using a variety of computer programs, including CRM, MS Office, and carrier quoting tools.
Schedule availability Monday to Friday
Benefits and Salary
Salary
$75,000 - $95,000+(Base + Monthly and Annual Production Incentives)
"Any posted pay range considers a variety of compensation factors, including candidate background, experience, and work location."
Benefits
401(k) matching
Dental insurance
Health insurance
Paid time off
Parental leave
Vision insurance
Work@Home Environmental Requirements
It is your responsibility to ensure that your work environment aligns with the outlined: A dedicated workspace that is quiet and free from noises that could be distracting to the employee, such as:
Children, family members, friends, and neighbors
Pets and pet distractions
Television and Radio
Outdoor activities
The environment cannot be in a location that is recorded by video or audio at any time unless Qualfon requires it.
The environment must be in a location where screens face away from all windows and cannot be viewed outside of the home or outside of the room. The work environment should be in a closed space surrounded by walls, with all doors closed as needed.
Depending on the client's support, there may be additional environmental requirements
Technical and System Requirements
You will be provided a computer
High-speed Internet via wired ethernet connection, no WI-FI, Satellite or Hot spot
Upload speed of 5 Mbps; Download speed of 16 Mbps
The Internet service provider (ISP) must be highly stable with 1% or less packet loss
Latency under 100ms.
All Hires must have an available cell phone or tablet and be able to install our required 2FA software for Multifactor authentication on that device.
$75k-95k yearly 60d+ ago
Insurance Advisor Trainee- InsuraMatch
Travelers Insurance Company 4.4
Remote job
**Who Are We?** Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.
**Job Category**
Sales
**Compensation Overview**
The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.
**Salary Range**
$41,200.00 - $67,900.00
**Target Openings**
20
**What Is the Opportunity?**
As an InsuranceAdvisor Trainee, you will learn to serve as a personal insuranceadvisor, helping customers across the country select their ideal insurance carrier and coverages. You will learn to make recommendations on additional products that best suit the customer's needs, when appropriate. We value a consultative, relationship-focused approach and seek sales professionals who can foster long-term customer relationships in a digital insurance agency. In this role, you'll learn to manage inbound business opportunities and maintain client communication via outbound calls and emails until the sale is finalized. You will gain an understanding of our carriers and products through our comprehensive training program, making you an expert in Personal Insurance in all 50 states + Washington DC. With competitive compensation, great benefits starting day one and our driven sales teams, we know that InsuraMatch can help you accomplish your quest for a fulfilling career. As part of the hiring process, this position requires the completion of an online pre-employment assessment. Further information regarding the assessment including accommodation process, if needed, will be provided at such time as your candidacy is deemed appropriate for further consideration. Incumbents must obtain a Property and Casualty or Personal Lines Insurance producer license within first 4 weeks of employment date. (Incumbents will receive fully paid training and license sponsorship). This job works under direct supervision and does not manage others.
Candidates located within a commutable distance to: Knoxville, TN; Richardson, TX or Spokane, WA will work a hybrid work schedule.
The Schedule:
-Start Date: March 23rd, 2026
-Hybrid Work Arrangement: three days in office and two days remote
-Training: 9:00am-5:30pm EST - Monday- Friday for the first 4-6 weeks
-Post Training: 9:30am-6:00pm local time Monday-Friday plus 1 Saturday shift per month from 9:00am-5:30pm EST
Work Arrangement (Remote Schedule)
- Start Date: March 23rd, 2026
- Remote Work Arrangement
- Training: 9:00am - 5:30pm EST - Monday - Friday for the first 4 - 6 weeks
- Post Training: 12:30pm - 9:00pm EST - Monday - Friday plus 1 Saturday shift per month from 9:00am - 5:30pm EST.
**What Will You Do?**
+ Successfully complete a comprehensive 4 month paid training program in a classroom setting with ongoing support and resources, gaining knowledge of multiple personal lines insurance products across a diverse range of carriers.
+ Provide one-on-one insurance coverage guidance, connect current customers to additional products and services, and handle inbound and outbound calls in a call center environment.
+ Positively represent InsuraMatch, establish customer rapport, and ensure exceptional customer experiences, while efficiently multitasking across multiple systems to gather all necessary information for quoting, underwriting, and closing sales.
+ Communicate effectively & professionally with customers verbally and via email
+ Acquire comprehensive product, underwriting, and sales expertise to counsel and sell available insurance products, while consistently meeting quality, efficiency, underwriting and sales metrics.
+ Receive and implement constructive feedback in the form of professional coaching.
+ Handles objections professionally while clearly articulating relevant product features, benefits, and value to the consumer.
+ This role is not responsible for cold calls or lead generation.
+ Successfully obtain and maintain Property & Casualty or Personal Lines license in resident state as well as all required non-resident licenses in each state that business is conducted within six months of date of hire.
+ Maintain continuing education requirements for the Property and Casualty or Personal Lines license obtained.
+ Perform other duties as assigned.
**What Will Our Ideal Candidate Have?**
+ A Bachelor's degree from an accredited four-year college or university is a plus.
+ Prior call center and sales experience
+ Personal Insurance product knowledge
+ Strong verbal and written communication skills
+ Able to multi-task within a high volume sales center environment and make appropriate business decisions quickly.
+ Able to demonstrate a positive and professional demeanor.
+ Adaptable to change.
**What is a Must Have?**
+ High school diploma or GED.
+ Licensing Requirements:
+ InsuraMatch is committed to a positive customer experience that exceeds expectations and to meeting all compliance requirements. As a result, InsuraMatch requires that all InsuraMatchInsuranceAdvisor Trainees obtain and maintain an insurance license (either Property and Casualty or Personal Lines) in your resident state.
+ Each state will evaluate any/all criminal and financial background incidents to determine license eligibility.
+ Applicants with a felony conviction or pending/unresolved court cases may not qualify for licenses in all required states. It is incumbents' responsibility to provide any/all required court documents needed to obtain your license(s). Travelers does not pay for and/or reimburse the cost or time needed to obtain any documents necessary to complete licensing applications.
+ Failure to pass the licensing exam within two attempts as well as the inability to obtain any required licenses within six (6) months from date of hire may result in termination of employment.
**What Is in It for You?**
+ **Health Insurance** : Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment.
+ **Retirement:** Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.
+ **Paid Time Off:** Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.
+ **Wellness Program:** The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.
+ **Volunteer Encouragement:** We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.
**Employment Practices**
Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.
In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.
If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email (*******************) so we may assist you.
Travelers reserves the right to fill this position at a level above or below the level included in this posting.
To learn more about our comprehensive benefit programs please visit ******************************************************** .
$41.2k-67.9k yearly 10d ago
Remote Insurance Advisor | Training Provided | Flexible Hours
Ohana Outreach Financial
Remote job
Job Description
offers remote flexibility and a supportive growth path.
You will receive training, daily mentorship, and access to tools that help you build income quickly and professionally.
Compensation is uncapped through commissions and bonuses. Leadership and long term ownership opportunities are available. This role is great for motivated people who want structure without restrictions.
Who Thrives Here
People who are:
Coachable and willing to follow a proven process.
Self-driven and goal-oriented.
Good communicators who care about helping others.
Looking for long-term stability and income growth, not another short-term job.
No financial or sales experience is needed - our training covers everything. Licensing can be completed online in 1-2 weeks, and we'll guide you through it.
Why Apply Now
Most people spend years searching for a career that offers both income and lifestyle freedom. Here, you can build both - backed by real mentorship and an award-winning company culture.
If you've been craving a way to work from home, create flexibility, and make a difference for families while doing it, this could be your chance.
No scripts. No hype. Just a real opportunity to grow - on your terms.
Apply today, and we'll set up a short conversation to see if it's the right fit.
Requirements18+ and authorized to work in the U.S.
100% Uncapped Commission 1099
Able to pass a background check and complete licensing (3-7 days, we'll guide you through it every step of the way).
Prior experience in sales, customer service, leadership, or training is a plus-but not required.
Comfortable working remotely and independently.
BenefitsAll-Expenses-Paid Vacations - Travel to dream destinations like Puerto Rico, Italy, Portugal, Mexico, and more-fully paid based on performance.
Work-from-Anywhere Flexibility - 100% remote with control over your schedule and income.
Earn Time & Money - System-driven income model gives you the power to create both financial freedom and time freedom.
True Agency Ownership - Build your own business with real contractual ownership.
Legacy Business Transfer - Pass your agency to a loved one and create generational wealth.
Free Life Insurance - One full year of coverage included for qualifying agents.
Up to $500,000 in Life Coverage - Access large term coverage (up to 30 years) as a benefit.
Health Benefits Access - Affordable medical, dental, and vision coverage available through a partner provider.
Award-Winning Culture - Named a top company culture by Entrepreneur and a fastest-growing company by Inc. 5000.
• • Mentorship & Training - Plug into proven systems and real-time coaching to level up fast.
$54k-85k yearly est. 15d ago
Part-Time Remote Insurance Advisor for Educators (Evenings/Weekends)
The Semler Agency
Remote job
If you're a teacher who loves helping people but needs a flexible, part-time way to supplement your income, this opportunity may be a strong fit.
We work with families across the U.S. to help them understand and secure life insurance protection. Much like teaching, this role is about listening, educating, guiding, and serving-not high-pressure sales.
This is a remote, commission-only, 1099 role designed for individuals who are coachable, dependable, and willing to learn a new skill set. Many educators do well here because they are already skilled at explaining complex ideas, building trust, and following structured systems.
Why Teachers Are a Good Fit
You already know how to educate, not “sell”
You're comfortable following a proven curriculum/process
You care deeply about families and long-term outcomes
You're used to feedback, coaching, and continuous improvement
You value meaningful work over “quick money”
What the Work Looks Like
Meeting with families virtually (phone or Zoom)
Explaining insurance options clearly and ethically
Helping families choose coverage that fits their needs
Completing applications and follow-ups
Participating in ongoing training and coaching
Most team members work evenings or weekends, making this realistic alongside a teaching schedule.
Compensation & Structure*
Commission-only (1099 independent contractor)
Paid per policy placed (no hourly pay)
Income is directly tied to activity and consistency
No income cap for those who stick with the process
This is not a side hustle you “set and forget.” It
does
require effort, follow-through, and a willingness to be coached.
What We Provide
Step-by-step training (no insurance experience required)
Licensing guidance and support
Weekly coaching and skill development
A values-driven, supportive team environment
Remote flexibility
Who This Is (and Isn't) For
This IS for you if you:
Want part-time, remote work with flexibility
Are open to learning something new
Appreciate clear expectations and accountability
Care about helping families make wise decisions
This is NOT for you if you:
Need guaranteed hourly pay
Are unwilling to receive feedback
Want something with little effort or responsibility
Are uncomfortable with commission-based income
Next Step
If you're curious and want to learn more, apply to schedule a brief introductory conversation.
We respect educators' time and will be upfront about expectations before moving forward.
*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.
$50k-77k yearly est. Auto-Apply 48d ago
Virtual Insurance Sales Advisor (Remote)
Summers Agency
Remote job
About the Opportunity
The Summers Agency is seeking motivated individuals who are ready to build a long-term career in insurance sales with the opportunity to grow into leadership roles. If you're coachable, driven, and enjoy helping people, this could be a strong fit.
This is a fully remote, relationship-based sales position. We provide warm, qualified leads-no cold calling required. You'll meet with families virtually, understand their needs, and help them protect what matters most.
What You'll Do:
Contact warm leads to schedule virtual or phone appointments
Build rapport and present insurance solutions
Work with 10-15 families per week (full-time)
Learn mortgage protection and retirement protection products
Grow into leadership and mentorship roles
Compensation & Growth:
Commission-based (avg. $500-$700 per family protected)
First-year earnings typically $70,000-$125,000+
Leadership income potential $150,000-$300,000+
Bonuses, incentives, and residual income available
Comprehensive training and one-on-one mentorship
What We're Looking For:
Strong work ethic and willingness to learn
Coachable and self-motivated
Good communication skills
Desire for growth and long-term opportunity
Life & Health Insurance License required - assistance provided if needed.
Apply today to start a conversation. Qualified applicants may receive an interview scheduling link via email.
Please note that the success, earnings, and production results mentioned are not typical, average, or guaranteed. Your level of success will depend on various factors, including your efforts, your ability to follow our training and sales systems, engage with our lead system, and the insurance needs of customers in your chosen geographic areas.
$45k-71k yearly est. Auto-Apply 2d ago
Business Insurance Advisor
The Jones Co 4.5
Remote job
Career Opportunity -
Business InsuranceAdvisor
If you are looking for:
An employer that
invests in (and encourages)
your learning and growth
A professional work environment where
teammates
are supportive and accountable
An opportunity to
make a difference
in the lives of your clients and community
Standard working hours, with options for
remote work
and flexible schedules
A competitive salary with
outstanding benefits
A
family-oriented
employer that has been in business for over 60 years
Then we should talk, because we are always looking for:
Self-motivated individuals with an “old-fashioned”
work ethic and positive attitude
Someone with a proven ability to support and potentially lead a
team
A quick learner who can grasp
new concepts & ideas
in a fast paced environment
A client-focused professional
who is able to listen, communicate, and utilize technology
Title:
Business InsuranceAdvisor
FLSA Status:
Exempt
Shift:
1st
Reports to:
Outreach Director
Department:
Sales
Employment Status:
Full-time
Supervisory Responsibilities: None
Date Created/Last Evaluated:
October 2020
Summary
This position is directly responsible for prospecting, soliciting, quoting, and selling new Business Insurance Accounts. Continuing to counsel and market to existing clients professionally is another essential function of the position. Specific Sales activities, goals and, service responsibilities are determined during the yearly planning process for this position and are monitored monthly.
Qualification Requirements
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Minimum Qualifications
Bachelor's degree preferred
NC Department of Insurance Property & Casualty License preferred
2+ years of experience in business-to-business sales
Knowledge, Skills, & Abilities
Ability to discuss, support, and sell insurance products in states where the agency functions.
Ability to use personal computer, calculator, agency automation system, and proficiency in various software programs, including but not limited to Microsoft Office (Word, Excel and Outlook) Applied EPIC, etc.
Must have excellent communication skills; written and verbal.
Must be an assertive self-starter with the ability to influence others.
Must excel at being client focused and able to work in a team-oriented environment
Should have demonstrated effective presentation skills through both verbal and written communications
Proven leadership ability
Supervisory Responsibilities
May have some supervisory responsibilities as the business grows.
Essential Functions
Identifies and develops relationships with qualified insurance buyers
Generates referrals for other team members
Creates and maintains detailed lists of current and prospective clients
Designs insurance plans and recommends coverages to clients
Surveys loss exposures, needs, and possible uninsurable or difficult to insure exposures for clients
Creates insurance proposals, makes sales presentations to prospective and existing clients on new and renewal basis
Communicates accurate and complete information to account management team in a polite and respectful manner
Meet scorecard goals
Physical Demands
This is primarily a sedentary role; however, some filing is required, which would require the ability to lift files, open filing cabinets and bend or stand, as necessary.
Work Environment
This job operates in a clerical, office setting. This position routinely uses standard office equipment such as computers, phone, copier, filing cabinets and fax machine.
Travel
Some travel is required to visit client sites.
$50k-67k yearly est. Auto-Apply 60d+ ago
Life Insurance Advisor (Work From Home)
Flyer Life Group 3.8
Remote job
🚀 Take Control of Your Career - Work From Anywhere
We're hiring motivated, disciplined, and goal-driven individuals to join our high-performing life insurance sales team. Whether you're an experienced closer or brand-new to sales, we provide the leads, training, mentorship, and systems you need to succeed.
Why Join Us?
✅ Uncapped Earnings - 100% commission with no ceiling. The harder you work, the more you earn.
✅ Work Remotely - Run your business from home or on the go.
✅ No Cold Calling - We connect you with qualified leads actively looking for coverage.
✅ Flexible Schedule - Be your own boss, set your own hours.
✅ Training & Mentorship - Proven scripts, tools, and one-on-one support to help you win fast.
✅ Growth Opportunities - Leadership roles available based on performance, not tenure.
What You'll Do
Get licensed (we'll guide you through the process if you're new).
Meet with clients virtually or in-person to assess their needs.
Present customized life insurance solutions.
Close sales, celebrate wins, and build long-term client relationships.
What You Need
Strong communication skills & a self-driven mindset
Ability to work independently and manage your own schedule
No prior experience required-we'll train you!
Reliable internet and phone access
Compensation & Perks
💰 Uncapped commissions + performance bonuses
💰 Residual income on policy renewals
📈 Fast-track promotions & leadership opportunities
🎓 Ongoing training & professional development
👉 Ready to launch a career where you control your income and future? Apply today and start building the lifestyle you deserve.
Please make sure you watch our overview video here: ******************************************
$33k-41k yearly est. Auto-Apply 16d ago
Commercial Insurance Sales Advisor
Sovereign Insurance Group
Remote job
Job DescriptionWe are seeking a high-level with a proven track record of new business success and established expertise in a specific niche market. This is an opportunity to build upon your existing reputation, deepen your specialty, and grow within a firm that values long-term contributions.
We are open to producers with a proven record in our current specialties (houses of worship, private/charter schools, nonprofits, real estate) or in other niche areas where you bring established expertise and the ability to expand Sovereign's footprint.
A Long-Term Home - In a consolidating industry where producers often get lost, Sovereign is committed to building careers, not just books. Here, producers actually matter-your role isn't replaced by pitch teams, and you stay connected throughout the full lifecycle of client relationships.
Stability + Growth - Six decades of history and continued double-digit growth mean your career is anchored in both security and momentum.
Practice Leadership - Producers with established niche expertise have the opportunity to lead and grow their specialty within the firm.
Support That Multiplies Your Impact - Sovereign equips you with lead generation support, proposal automation, and market-leading client retention through a strong service team.
Uncapped Income Potential - Commission is unlimited. Compensation packages are competitive and negotiable based on experience, proven performance, and growth goals. We offer flexibility including a higher starting salary that tapers as commissions grow.
Flexibility with Support - Producers based near our Pennsylvania office work in person while also serving clients nationally. For producers located outside the region, we support a fully remote structure with a dedicated travel budget to engage with clients and prospects. In either case, you'll have the tools, service team, and autonomy to succeed.
Responsibilities
Responsible for generating prospects, providing insurance solutions, and supporting the client.
Create and maintain prospect lists of potential clients through warm and cold calling.
Identify clients' insurance needs, gaps in coverage, and potential premium savings.
Obtain accurate information from prospects for comprehensive submissions to insurers.
Maintain concern for timeliness and accuracy when interacting with clients, agency, and company personnel.
Work within a team structure to help provide clients with continued support even after sales cycle is completed.
Perform other duties that may be required or assigned by the supervisor.
Requirements
5+ years of production success in P&C insurance.
Demonstrated expertise and reputation in a specific niche market (current Sovereign specialties or others).
A strong record of new business growth and client retention.
Desire to take ownership of building a practice and reputation within a supportive, team-oriented environment.
Entrepreneurial spirit paired with a commitment to collaboration and client service.
Has a proven production track record with established client relationships.
Brings recognized expertise in a niche market and the credibility to be seen as a subject matter expert.
Wants to be a practice leader, not just a salesperson.
Values being part of a firm where long-term contributions are recognized, appreciated, and rewarded
Benefits
Competitive salary, commensurate with experience with uncapped commission.
Health insurance, vision, dental, life insurance, and more. This includes an employer-sponsored HSA, paid coverage for employees, and cost-sharing for families.
401K with employer matching.
PTO and paid holidays to support work-life balance. PTO is based on experience and is expected to increase over time.
A casual office environment with a dedicated and professional team.
Opportunity to gain all necessary licenses.
In-Office opportunities in Tampa, FL and Berwyn, PA.
About Sovereign Insurance Group
Since 1959, Sovereign Insurance Group has been a leader in the nonprofit, commercial property and casualty marketplace. A growing company that has expanded from one location in Southeastern PA to a multi-state organization, we are poised to continue our expansion.
We believe in approaching our clients, our insurance companies, and our employees with humility and always considering the other party's interests above our own. This philosophy guides us in taking our talents, our time, and industry know-how to provide the best overall results we can for our clients.
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$55k-84k yearly est. 24d ago
Insurance Advisor, Personal Lines
The Baldwin Group 3.9
Remote job
Who We Are The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management.
Position Summary: InsuranceAdvisor (Charlotte Sales & Tech Hub)
Let's clear something up-InsuranceAdvisor is our internal title, but yes, we're talking about licensed Insurance Agents. This role is all about connecting with people, understanding their needs, and helping them find the right coverage. You'll be working in a dynamic sales center environment, closing deals and making a real impact.
As a Top 20 Insurance Broker, we give you access to multiple carriers so you can offer your clients the best coverage at the best price. And yes-we provide all the leads!
Compensation: Base pay $41,600 + monthly commission
Location: 7910 Microsoft Way, Charlotte, NC 28277
Schedule: Monday-Friday 8am-5pm + one Saturday/month 9am-1pm
Remote Work: This is an in-office role
What You'll Be Doing
Connect & Consult: Handle inbound and outbound calls, consult with customers, and match them with the right coverage and benefits.
Assess Needs: Conduct thorough assessments to understand financial resources, property conditions, claims history, and coverage gaps.
Seal the Deal: Finalize sales, collect deposits, arrange binders/certificates, and coordinate with the service team.
Stay Sharp: Maintain accuracy, timeliness, and a strong understanding of underwriting criteria across our insurance partners.
What You Bring to the Table
Love talking to people? You'll be on the phone all day-so bring that energy!
Strong communication skills-both verbal and written
Persuasive, goal-oriented, and driven to succeed
Friendly, outgoing, and eager to grow our client base
Self-motivated and great at managing your time
Resilient-able to handle rejection and keep moving forward
Familiar with the sales process from start to finish
Experience in sales or call centers is a plus-but if you're outgoing and coachable, we want to talk!
Tech-savvy: Microsoft Office and CRM/Salesforce experience preferred
What we Provide
Paid Training
Onsite gym with free access
Performance contests year-round with incentive awards
Onsite food trucks throughout the year
Quarterly top performer dinner
PTO + 12 paid holidays
Licensing Made Easy
We've got you covered! We'll pay for your 40-hour online Property & Casualty course, and you'll be compensated for your time studying. Pass the test, earn your P&C license, and you're good to go!
If you're ready to launch a rewarding career in insurance sales with a company that values your growth and success, we'd love to hear from you!
#LI- KL1
IND1
Click here for some insight into our culture!
The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.
$41.6k yearly Auto-Apply 9d ago
Insurance Broker- COMMISSION BASED SALES
True North Recruiters 4.4
Remote job
Job description
We are looking for Highly Motivated individuals to join the Agency. This is an opportunity to change your life. No matter the background, experience or education; people with drive and determination have profoundly impacted the lives of their clients and family and have taken control of their futures.
We pride in helping our agents become the best versions of themselves.
Free Top Tier training by top producers.
Personal Production bonuses.
1 on 1 mentorship with Agency Owner.
Proven system to generate top producing agents.
Remote work available.
CRM / Lead center available for each agent.
Warm qualified leads. NO COLD CALLING. (agent cost)
Ability to grow into your own agency.
Independent contracts with over 50+ A rated carriers.
1099 sales position.
We service thousands of Americans across the nation. We focus on mortgage protection, final expense. financial and retirement planning for everyday clients.
The average full time agent takes home around 10k-15k a month. This is based on full time hours and strong work ethic.**
We have agents who are issuing 100,000$ a month in personal production**
Income is contingent upon work ethic and ability to master concepts and sales methods.
** Disclaimer- income is not guaranteed.**
1099 Sales Based Commissions No Minimum Pay. You make what you earn.
Work remotely and in the place of your choosing.
Our Agency specializes in Financial Services by utilizing Life Insurance, Retirement Solutions, Mortgage Protection, and Final Expense planning for millions of Americans! The goal as we grow is to help as many Agents reach new levels personally and professionally while protecting the client's legacies.
We work with thousands of agents and clients across the nation.
Apply today and find out if this is what you have been looking for!
$59k-83k yearly est. 8d ago
Life Insurance Sales Advisor - Work From Home | Commission Only
Anderson Johnson Agency LLC
Remote job
Job Description
About the Opportunity: Are you looking for a career with flexibility, growth, and purpose? Join our remote team and help families find financial security through life insurance. No experience required - we train you from day one.
What You'll Do:
Work from home anywhere in the U.S.
Assist clients who requested coverage information (no cold calls)
Offer plans from highly rated carriers
Build lasting relationships with families
Opportunity to grow into leadership positions
What We Offer:
Comprehensive training and mentorship
Licensing help for new agents
Flexible schedule (PT or FT)
Commission-based income with daily pay
Bonuses and incentives available
Warm leads and ongoing support
Compensation (Commission Only):
PT $1,500 - $3,000 / mo
FT $3,000 - $7,000 + / mo
We're Looking For:
Motivated and coachable individuals
Strong communication and organization skills
Independent and driven mindset
Willing to obtain a life-insurance license (we'll guide you)
Requirements:
Must be 18 + and U.S. resident
Pass background check
Reliable computer, internet, and phone
⚠️ No agent's success, earnings, or production results should be viewed as typical, average, or expected…
Apply Now to learn how to build a career with flexibility and purpose.
Requirements
Must be 18 years or older
U.S. resident (currently hiring in the U.S. only)
Must be able to pass a background check
Willing to obtain a Life & Health insurance license (we help with this)
Comfortable working remotely with internet access
Strong communication skills
Self-motivated and coachable
Benefits
Remote work - work from anywhere
Flexible schedule - set your own hours
No income cap - performance-based pay
Access to warm leads - no cold calling
Daily pay from top-rated insurance carriers
Bonus structure available
Licensing support for new agents
Team mentorship & leadership development
Potential to grow your own agency
$1.5k-3k monthly 4d ago
Life Insurance Broker
Joel Ferris Insurance Brokerage
Remote job
Join our dynamic organization that is rapidly expanding into new territories! We are currently seeking passionate individuals to join our team as Life Insurance Agents and Remote Sales Representatives, forming the foundation of our growing success.
**No Prior Sales or Industry Experience Required - Comprehensive Training Provided (100%)**
Embark on a rewarding career with us where average first-year income for new life insurance agents ranges from 75-95k, with unlimited earning potential. Some of our Sales Representatives have even surpassed the 100k mark in their first year!
**Benefits & Rewards for Sales Representatives:**
- All-expenses-paid trips for qualified Life Insurance Agents
- Genuine opportunities for career advancement
- Uncapped income potential
- Legitimate brokerage with access to a diverse range of products and expert training
- Hands-on, real-time training with human interaction, not just online modules
**Requirements for Sales Representative:**
- Willingness to undergo training in our proven platform of success
- Preferred: Demonstrated work ethic and a track record of responsibilities
**Responsibilities for Sales Representative:**
- Obtain a state license (we provide assistance)
- Participate in a 30-minute conference call five days a week once licensed
- Remote position with regular client visits
**Additional Details:**
- Job Type: Full-time (Bilingual Agents Needed)
- Pay: $75,000.00 - $135,000.00 per year
- Benefits: Profit sharing
- Schedule: Day shift
- Supplemental pay types: Commission pay
- Work Location: In person (with remote options)
If you're ready to kickstart a fulfilling career in a rapidly growing organization, we want to hear from you! Apply now and be part of our success story.
$75k-135k yearly Auto-Apply 60d+ ago
Agent Experience Lead (Portland, OR)
Quicken Loans 4.1
Remote job
As the Agent Experience Lead, you will serve as the vital Rocket Close liaison responsible for business development and ensuring the success and satisfaction of agents, support members, and customers in the Oregon market. You will build strategic relationships, drive new title and escrow business growth, and deliver exceptional customer experiences while representing our products and services with passion and expertise.
About the role
Attend and represent Rocket Close at Redfin team meetings to advocate for our product while understanding agent and client feedback.
Take a leadership role in and assume responsibility for establishing relationships with assigned accounts.
Develop long-term strategic account plans which identifies potential business opportunities, defines goals and resource requirements
Demonstrates personal initiative to understand changing market conditions, assigned client segment(s) and evolving client needs.
Triage and address any possible issues at closing.
Be a source for agents and customers navigating our platform used for closings in Qualia, as well as Earnnest.
Participate in new market launch responsibilities such as training Agents, Transaction Coordinators and Listing Coordinators how to work with Rocket Close
Work closely with the Rocket Close Director of Market Operations and Closing /Title Team members to deliver the best possible customer experience.
Utilize the Customer Satisfaction NPS, Agent and Transaction Coordinator NPS and Survey results to get a pulse on customer satisfaction to drive exceptional customer service to Agents, Clients, and vendors on every file from start to finish.
About you
3-5 years of experience in Real Estate, Title & Settlement or Sales
Fire: You don't stop until the work is done. 99% done is half done.
Creativity: You think outside the box to come up with brand-new ideas. You have strong customer empathy and can put yourself in their shoes.
Communication Skills: Advocating for your department and sharing your findings and recommendations are essential. You excel at coaching team members and inspiring others.
Leadership: You see opportunities, not problems and keep your cool under tight timelines.
Tech-savvy: You're comfortable with technology and learn new programs quickly.
Talk the talk and walk the walk: You speak fluently and convincingly but your actions suit your words.
Must possess the ability to quickly assess the personalities and needs of all parties present at settlement; enjoy engaging in activities to support, develop and enhance current clients and new business opportunities.
Current Title Producer's License or Sales License (if required per state)
Dynamic, engaging and outgoing personality that can work with and connect with people across a diverse spectrum of personalities and backgrounds with a customer-first approach.
Thrive in a multi-tasking, priority shifting environment
Entrepreneurial, problem-solving spirit
What you'll get
Our team members fuel our strategy, innovation and growth, so we ensure the health and well-being of not just you, but your family, too! We go above and beyond to give you the support you need on an individual level and offer all sorts of ways to help you live your best life. We are proud to offer eligible team members perks and health benefits that will help you have peace of mind. Simply put: We've got your back. Check out our full list of Benefits and Perks.
About us
Rocket Close is a leading national provider of title insurance, property valuations and settlement services. Here, you'll be given all the resources and support needed to deliver innovative solutions and in turn, your hard work will be rewarded with a competitive compensation package and an array of other amazing benefits.
Apply today to join a team that offers career growth, amazing benefits and the chance to work with leading industry professionals.
This job description is an outline of the primary responsibilities of this position and may be modified at the discretion of the company at any time. Decisions related to employment are not based on race, color, religion, national origin, sex, physical or mental disability, sexual orientation, gender identity or expression, age, military or veteran status or any other characteristic protected by state or federal law. The company provides reasonable accommodations to qualified individuals with disabilities in accordance with applicable state and federal laws. Applicants requiring reasonable accommodations in completing the application and/or participating in the application process should contact a member of the Human Resources team, at
******************
.
Illinois, Maryland, Minnesota, Massachusetts, Colorado, New York City, New Jersey, Jersey City, California, D.C and Washington Candidates only: the compensation for this position is $80,000.00-$154,000.00. The position may also be eligible for an annual bonus, incentives, and other employment-related benefits including, but not limited to, medical, dental, and vision benefits, 401K retirement plan, and paid-time off. More information regarding these benefits and others can be found
here
. The information regarding compensation and other benefits included in this paragraph is only an estimate and is subject to revision from time to time as the Company, in its sole and exclusive discretion, deems appropriate. The Company may determine during its review of the proposed compensation and benefits provided for this position, that the compensation and benefits for such position should be reduced. In no event will the Company reduce the compensation for the position to a level below the applicable jurisdictional minimum wage rate for the position.
Los Angeles County and San Francisco Candidates only: qualified applicants with arrest or conviction records will be considered for employment per the Fair Chance Ordinance and the California Fair Chance Act.
$32k-45k yearly est. Auto-Apply 10d ago
Life Insurance Sales
Country Financial-Victor Stevenson 4.4
Remote job
Job Description
Are you looking for a rewarding career where you can make a real difference in people's lives? Country Financial, under the leadership of Victor Stevenson, is seeking enthusiastic individuals to join our team as Life Insurance Sales representatives in Wichita, Kansas. This isn't just a sales job; it's an opportunity to become a trusted advisor, helping families secure their financial future and achieve peace of mind. We believe in empowering our clients and our team, providing the training and support you need to succeed. Youll have the chance to build meaningful relationships, offer valuable guidance, and grow professionally in a supportive and positive environment. If you're passionate about helping others and eager to build a fulfilling career, we invite you to explore this exciting opportunity with us.
Benefits
Career Growth Opportunities
Work from Home
Flexible Schedule
Responsibilities
Meet with prospective clients to understand their financial goals and insurance needs.
Educate clients on the benefits and features of life insurance products.
Develop tailored life insurance solutions that align with individual and family circumstances.
Guide clients through the application and underwriting process.
Provide ongoing support and service to existing policyholders.
Achieve sales targets and contribute to team growth.
Requirements
Life and Health Insurance License (or willingness to obtain immediately).
Proven success in sales or customer-facing roles.
Strong communication and interpersonal skills.
A genuine desire to help people protect their futures.
Self-motivated with excellent organizational skills.
Ability to build rapport and trust with clients.
$55k-94k yearly est. 3d ago
Commercial Insurance Service/Sales Rep
Bennett & Porter 2.6
Remote job
Job Description
Bennett & Porter is a Scottsdale-based insurance and financial services firm founded in 2002 and recognized as one of Arizonas fastest-growing agencies. Our team is full of professionals who believe that education drives excellence. Our culture is built on trust, teamwork, and shared success. Industry recognition from Phoenix Business Journal, Ranking Arizona, and Claraphi reflects what our employees already know: this is a place where professionals are supported, valued, and given room to thrive.
We're seeking an experienced Commercial Insurance Service/Sales professional to support and grow our commercial book of business. This role blends high-level account service with light sales and marketing responsibilities, working closely with agents and underwriters to deliver exceptional results for clients. The position is fully remote
after
an initial in-office training period.
Base salary of $50,000 to $70,000 based on experience
Paid time off & paid holidays
Profit sharing
100 percent employer-paid medical, dental, and vision insurance
If you are looking for a long-term role with a respected firm that prioritizes people and performance, apply today!
Benefits
Annual Base Salary Based on Experience
Paid Time Off (PTO)
Work from Home
Health Insurance
Dental Insurance
Vision Insurance
Hands on Training
Mon-Fri Schedule
Evenings off
Weekends off
Holidays Off
Paid Holidays
Team Building Activities
Paid Sick Leave
Responsibilities
Service and manage existing commercial insurance accounts
Support producers with daily account and client service needs
Market new and renewal accounts to appropriate carriers
Communicate directly with underwriters to negotiate terms and coverage
Attend client meetings and account visits alongside agents when needed
Requirements
An active Property & Casualty insurance license is required
Three to five years of commercial insurance experience required
Strong knowledge of commercial markets and coverage types
Proficiency with AMS360 and ImageRight
Strong communication, organization, and follow-through skills
Team-oriented mindset with a service-first approach
$50k-70k yearly 10d ago
Life Insurance Agent (REMOTE)
Yellowstone Life Insurance Agency 3.9
Remote job
Yellowstone Life Insurance Agency, an esteemed Integrity Company, is seeking motivated and compassionate individuals to join our team as Virtual Life Agents. This unique role offers the flexibility to work from anywhere while playing a critical role in assisting clients to secure their financial futures through life insurance.
As a Virtual Life Agent, you will utilize our cutting-edge lead generation tools to connect with clients who are actively seeking life insurance solutions. Your primary responsibilities will include assessing client needs, educating them about various policy options, and recommending the best plans based on their unique circumstances.
This position is designed for independent contractors, allowing you to set your own hours. Many of our full-time agents enjoy a four-day workweek, providing a perfect blend of work-life balance. Whether you prefer to pursue this opportunity on a full-time or part-time basis, the flexibility makes it an ideal fit for various lifestyles.
Key Responsibilities
Foster strong relationships with clients to understand their requirements and provide tailored insurance advice.
Conduct thorough needs analyses to help identify the most suitable insurance products for clients.
Explain complex insurance concepts in clear and understandable terms, ensuring clients feel informed and confident in their choices.
Assist clients in completing applications and securing the necessary documentation for insurance coverage.
Regularly follow up with clients to maintain relationships and review their insurance policies as life circumstances change.
Collaborate with insurance providers to ensure clients receive optimum terms and coverage.
Requirements
Strong desire to help clients achieve peace of mind regarding their financial security.
Excellent verbal and written communication skills, capable of engaging with a diverse clientele.
Proactive, self-motivated, and disciplined when working independently.
High attention to detail and organizational skills to manage multiple clients effectively.
A valid Life Insurance License is required (unlicensed candidates are welcome to apply, provided they can obtain a license within 60 days). Licensing costs approximately $200 in most states.
Benefits
Freedom & ability to work virtually