Client Support & Benefits Representative
Boost your chances before you apply.
Symmetry Financial Group
Anaheim, CA, US
Summary
Identify client needs and recommend tailored insurance solutions while developing and maintaining strong client relationships. Generate leads through networking and referrals while educating clients on policy options and closing sales.
Job Description
Company: The T&A Agency
Location: Remote Position
Job Type: Uncapped Commission| Full-Time | Part-Time
About Us:
Step into a career that plays to win. We’re looking for licensed Life and Health Insurance Agents who thrive in a fast-paced environment, value teamwork and integrity, and bring a competitive—but supportive—mindset to everything they do. This role is built for professionals who treat their career like a sport: show up prepared, keep improving, and celebrate both personal wins and team success.
You’ll enjoy the flexibility of working remotely with hours that fit your life, while using modern tools, ongoing training, and a strong support system to stay at the top of your game. If you’re positive, coachable, and motivated by growth, this is your chance to build a rewarding career where effort, consistency, and sportsmanship are recognized and rewarded.
Responsibilities:
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Identify client needs and recommend tailored insurance solutions
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Develop and maintain strong client relationships
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Generate leads through networking, referrals, and company-provided resources
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Educate clients on available policies and coverage options
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Follow up with prospects to close sales and maintain customer satisfaction
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Stay informed about industry trends and product offerings
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Work independently while collaborating with a supportive team
What We Offer:
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Competitive commission structure with potential for bonuses
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Flexible work schedule (remote position)
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Comprehensive training and mentorship programs
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Access to top-rated insurance carriers and products
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Opportunities for career growth and leadership development
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Supportive team culture with ongoing coaching and professional development
Requirements:
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Insurance license (or willingness to obtain one – we provide guidance)
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Strong communication and interpersonal skills
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Self-motivated with a results-driven mindset
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Ability to work independently and manage time effectively
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Basic computer skills for CRM and client management
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.
Founded
2009
Company size
1,001-5,000 employees
Industry
Insurance
Org type
Privately Held
Headquarters
Swannanoa, NC
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.
Founded
2009
Company size
1,001-5,000 employees
Industry
Insurance
Org type
Privately Held
Headquarters
Swannanoa, NC
