Remote Finances

The Santos Agency

June 24, 2024


We are currently hiring professionals and entrepreneurs who can provide specialized guidance and advice for clients in the areas of investment and insurance. No experience is necessary as training will be provided.

The Santos Agency

is seeking to hire individuals who are self-starters, looking to develop a strong sales career and manage their own business. Commission structure is aggressive and

includes a proprietary digital platform that serves up warm leads while virtually eliminating the need for calling.

Open remote positions include entry-level and experienced insurance sales

Part-time as well as Full-time

The ideal candidate is seeking a rewarding career doing what they love, being compensated fairly, and working alongside teammates who are more like family, all while making a difference and having time to pursue other passions.

Job Details:

  • A 100% remote work environment
  • work/life balance with an importance placed on family.
  • A warm lead generation system that puts you in front of qualified buyers and eliminates cold calling.

Commission only

Ongoing training and coaching provided by the top agents in the business.


  • Educate customers on each type of insurance coverage then develop and calculate suitable plans based on clients’ needs
  • Resolve client inquiries and provide excellent customer service.


  • Self-motivated with an excellent work ethic and desire to help others.
  • Optimistic
  • Capable
  • Willing to learn new skills and learn from others.
  • Excellent written communication Skills
  • Verbal communication skills is integral to successful sales and relationship building.
  • working remotely
  • Managing a daily schedule.
  • Create a Rewarding work environment by helping clients’ future.
  • Work Pre-qualified leads.


  • First-class training with earning potential of $100k-$300k per year.
  • The opportunity to create passive income within a proven sales system.
  • The chance to cultivate leadership qualities and achieve a higher level of personal growth.
  • A supportive, fun, and engaging environment as well as a unique and positive company culture where leaders lead with their heart.
  • Daily, monthly, and quarterly incentives.
  • Exciting advancement opportunities are available for high achievers.
  • Promote the insurance agency to clients who need insurance.
  • Network with potential customers.
  • Evaluate current insurance policies and recommend additional coverage when needed.
  • Maintain all insurance documents in a confidential way. 
  • Learn and then comply with insurance standards and regulations.
  • Regularly track and identify areas of improvement and set goals.
  • Ability and capacity to understand various products from multiple carriers to help consumers make the best decision for their future.

The ideal candidate has

  • Time management, prioritization, and multitasking are crucial.
  • The ideal candidate will be comfortable


  • This role is commission-only
  • Average Part Time 1-2 sales/week = $25K – $50K per year
  • Average Full Time 3-5 sales/week = $75k – $125K per year


  • This is a Remote/Virtual sales position selling life insurance products. We have a streamlined lead generation system and there is no cold calling involved. Our system will put you in front of qualified buyers who have a need and have requested our services.
  • The sales agent will call clients, set appointments, and meet with them for about 45 minutes to help them pick out the best insurance plan that fits their needs and budget. Some of our agents start on a part-time basis and gradually move to full-time.
  • The position is open to entry-level individuals and experienced professionals. Our team will continuously give you mentorship and guidance to build your skillset as an agent – But if you are not open to being your own boss/managing your own schedule – this might not be the role for you.
  • If you do not already have a Life/Health Insurance License – we have a process for obtaining one in as fast as 7-10 days by means of an online study course.


  • You will be coached, mentored, and trained to achieve success
  • Contact potential clients who have requested coverage
  • Shop around with the top A-rated insurance companies to find the best fit for clients
  • Present/Help clients pick out the best plan for them and fill out the application
  • Be a team player and participate in training calls
  • Attend remote training throughout the week

Required characteristics & traits

  • Ability to build rapport with clients
  • Problem-solver and solution-oriented
  • Deadline and detail-oriented
  • Excellent work ethic and high level of integrity
  • Ambitious and self-driven
  • Coachable and open to feedback
  • Dedication to self-development


  • Remote – But must be a resident of the US

Important 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

Apply for this position