About the Role
This role supports Florida families in securing life insurance coverage through personalized guidance and education, operating fully remotely with structured training and compliance oversight.
Responsibilities
- Guide Florida residents through life insurance options tailored to their needs
- Conduct phone-based client consultations to assess coverage requirements
- Explain policy details including benefits, exclusions, and financial implications
- Assist clients in completing application forms accurately and efficiently
- Follow up on underwriting requests and documentation submissions
- Maintain up-to-date knowledge of available insurance products and regulations
- Ensure compliance with state-specific insurance laws and company protocols
- Document client interactions and update records in the agency system
- Respond to client inquiries about policy status and next steps
- Collaborate with underwriting partners to resolve case-specific issues
- Support clients through the entire enrollment lifecycle
- Identify client needs through structured needs analysis techniques
- Present multiple policy options with transparent cost and coverage comparisons
- Schedule follow-up discussions to address unanswered questions
- Provide post-sale support during policy issuance and activation
- Track daily activity metrics and report progress to management
- Adhere to ethical sales practices and fiduciary standards
- Manage time effectively to meet service and enrollment targets
- Participate in weekly team meetings and performance reviews
- Stay current with changes in tax implications and insurance regulations
Requirements
- Valid Florida life insurance license or ability to obtain within 30 days
- High school diploma or equivalent required
- At least one year of experience in insurance, financial services, or sales
- Proficiency with CRM software and Microsoft Office Suite
- Clear and professional communication skills
- Ability to explain complex topics in simple terms
- Reliable high-speed internet connection for remote work
- Quiet home office environment free from distractions
- Strong attention to detail and accuracy
- Experience handling confidential client data securely
- Self-motivated work style with minimal supervision
- Flexible availability to accommodate client schedules
- Customer-focused approach to problem solving
- Ability to manage multiple client cases simultaneously
- Commitment to ongoing learning and compliance training
Nice to Have
- Active health insurance license in addition to life
- Previous experience in benefits advising or financial planning
- Bachelor’s degree in business, finance, or related field
- Familiarity with Florida-specific insurance regulations
- Experience using Salesforce or similar CRM platforms
- Background in client service or counseling roles
- Bilingual abilities, especially in Spanish
- Knowledge of estate planning basics
- Experience with digital document signing tools
- Track record of meeting or exceeding sales targets
Benefits
- Comprehensive health, dental, and vision insurance
- Employer-matched retirement savings plan
- Paid time off and holiday schedule
- Life and disability insurance coverage
- Flexible work hours
- Remote work from anywhere in Florida
- Ongoing professional development opportunities
- Annual performance bonus eligibility
- Cell phone and internet stipend
Compensation
Competitive base salary plus performance-based incentives
