About the Role
This role involves advising individuals on life insurance options, helping them select appropriate coverage, and providing ongoing support to ensure their policies remain aligned with life changes and financial goals.
Responsibilities
- Assist clients in understanding various life insurance products
- Conduct needs assessments to determine appropriate coverage levels
- Explain policy terms, premiums, and benefit structures clearly
- Support enrollment processes for selected insurance plans
- Maintain up-to-date knowledge of insurance regulations and offerings
- Respond to client inquiries in a timely and accurate manner
- Document client interactions and update records regularly
- Coordinate with underwriting and claims departments when necessary
- Follow compliance protocols for data privacy and financial regulations
- Deliver educational resources to help clients make informed decisions
- Identify client life changes that may affect coverage needs
- Propose adjustments to existing policies when appropriate
- Meet service and sales performance benchmarks
- Participate in ongoing training and professional development
- Use CRM tools to manage client portfolios efficiently
- Ensure all recommendations align with client financial goals
- Maintain professional communication across phone and digital channels
- Escalate complex cases to senior advisors when needed
- Support marketing initiatives with client insights and feedback
- Adhere to ethical standards in all client engagements
Nice to Have
- Experience with group life insurance plans
- Knowledge of estate planning concepts
- Additional licenses such as health or annuities
- Bilingual communication skills
- Prior remote work experience
Compensation
Competitive hourly rate plus performance-based incentives
Work Arrangement
Remote
Team
Collaborative team environment with structured support and regular check-ins
Application Process
- Submit resume and cover letter through the online portal
- Qualified candidates will be contacted for a phone interview
- Finalists may complete a video interview with the team
- Offer extended upon successful background verification
Training and Onboarding
- Two-week onboarding program covering systems and compliance
- Mentorship from experienced advisors during first 90 days
- Access to product training modules and resources
- Regular performance reviews in the first six months
Not available
