Insurance Agent or Insurance Broker Needed for Paid 30-Minute Research Interview ($100)

October 27, 2026

We are looking to hire licensed insurance agents and brokers for short, paid research consultations. What this is We're are researching how insurance agents actually generate business, market themselves, and navigate compliance restrictions. We want to learn directly from people doing the work every day. This is NOT a sales call. We are not selling you anything, pitching a product, or recruiting you. We simply want to understand how agents like you really operate. What we need from you One 30-minute video call (Zoom or Google Meet) Honest, conversational answers about how you market yourself and find new clients Permission to record the call for internal research purposes only. Compensation $100 for the 30-minute consultation, paid through Upwork at a $100/hour rate. Who we're looking for Current or recent agents and brokers affiliated with major carriers, including State Farm, Farmers, Allstate, Nationwide, American Family, New York Life, Northwestern Mutual, MassMutual, Prudential, or Globe Life. Independent agents and captive agents are both welcome. What we'll talk about How you typically generate new customers What your marketing looks like day to day What marketing support your company provides vs. what you handle yourself The biggest frustrations, obstacles, and compliance hurdles you deal with What you wish was handled for you There are no right or wrong answers. This is a relaxed conversation, not a survey. To apply, please share Which carrier(s) you're affiliated with How long you've been an agent/broker Your general availability for a 30-minute call this week or next We're conducting 20 interviews and scheduling quickly, so if you're interested, please apply today.

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...