Now Hiring - Forgent - Insurance Agent / Client Advisor (Personal & Small Commercial Lines) in Birmingham, AL

Full description of the position

tl;dr Our client is seeking a Producer / Client Advisor who wants to build a durable, long-term client base within a focused, relationship-centered P&C; agency. This role engages inbound marketing-generated opportunities while developing referral partnerships and guiding clients through thoughtful, consultative conversations centered on fit, clarity, and long-term protection. Success in this position comes from strong relationship instincts, personal accountability, emotional steadiness, and a genuine commitment to building a professional practicenot simply closing transactions. Our client is intentionally structured to support sustainable growth. Producers have clear expectations, defined support systems, and the autonomy to take ownership of their production. The firm is seeking someone interested in building a career over time, with increasing responsibility and a potential path toward partnership for the right individual. Prior insurance experience is not required. At a glance Job Title: Insurance Producer / Client Advisor (Personal & Small Commercial Lines) Location: Remote (US-based); Preference for Alabama Comp: $40,000-$60,000 annually + Production Bonus

Requirements

: No prior experience required; Licensing must be completed in 45 days About the firm Our client is an independent, boutique insurance agency built for people who value relationships, clarity, and long-term outcomes. The firm was intentionally created to offer a thoughtful, flexible way of serving clientsand of building a career in insurance. They focus on a defined set of clients where they can deliver real value: multi-policy households and small business owners, particularly real estate investors. Rather than trying to be everything to everyone, they invest deeply in understanding the clients they serve and building coverage that holds up over time. The growing practice is assembling a small, high-trust team of professionals who want autonomy, transparency, and the opportunity to build something meaningful together. Key responsibilities New Business Growth

• Engage with inbound prospects generated through digital marketing and referrals
• Conduct thoughtful, consultative conversations to understand client needs and recommend appropriate coverage
• Develop referral and relationship networks (real estate professionals, lenders, investors, community groups)
• Collaborate with marketing partners to share educational content that builds credibility and trust Client Experience & Retention
• Write business with a long-term mindset, focused on retention and renewals
• Build trusted advisor relationships with clients over time
• Partner with the team to ensure smooth onboarding and ongoing client communication What we're looking for
• Strong communication and relationship-building skills
• Comfort initiating conversations and asking for the business
• Coachability and openness to feedback
• High personal accountability and self-direction
• Ability to work independently in a remote environment
• Bonus: Background in B2B sales, real estate, mortgage, or relationship-based roles; Experience building long-term client relationships or a personal book of business
• Bonus: Prior insurance experience (helpful, but not required) Why work with our client
• Build a durable business rooted in trust, retention, and thoughtful coverage design.
• Leverage structured support including inbound marketing and clear performance expectations.
• Operate with autonomy while maintaining ownership of your results.
• Grow sustainably within a firm designed for long-term development and potential partnership.
• Work in a high-trust environment built on clarity, professionalism, and accountability. Why you shouldn't work with our client
• You prefer transactional, high-volume selling over consultative advising.
• You are primarily motivated by short-term commissions rather than long-term book development.
• You require close supervision instead of operating with ownership and accountability.
• You are not interested in cultivating referral relationships alongside inbound opportunities. Job Type: Full-time Base Pay: $50,000.00 - $60,000.00 per year

Benefits

:

• Flexible schedule
• Health insurance
• Paid time off Work Location: Hybrid remote in Birmingham, AL 35209