About the Role
This position involves guiding Ohio-based clients through life insurance options by assessing individual needs and recommending suitable policies. The advisor ensures clients understand their benefits, supports enrollment, and maintains long-term relationships through consistent, compliant service.
Responsibilities
- Conduct initial consultations with clients to evaluate financial goals and protection needs
- Explain various life insurance products and policy structures in clear, accessible language
- Assist clients in selecting appropriate coverage based on individual or family circumstances
- Prepare and present customized benefit proposals aligned with client objectives
- Maintain accurate records of client interactions and policy details
- Respond promptly to client inquiries regarding policy status or changes
- Support enrollment processes and ensure documentation is completed accurately
- Stay current on regulatory standards and product updates in the insurance industry
- Collaborate with underwriting teams to facilitate policy approvals
- Monitor expiring policies and initiate renewal discussions
- Identify opportunities for expanded coverage through periodic client reviews
- Ensure compliance with state-specific insurance regulations
- Escalate complex cases to senior advisors when necessary
- Participate in training sessions to enhance product knowledge
- Use CRM tools to manage client portfolios and track follow-ups
- Maintain confidentiality of all client information
- Coordinate with third-party administrators when needed
- Provide guidance during claims processes
- Assist in resolving policy discrepancies
- Deliver service with a focus on long-term client relationships
- Adapt communication style to meet diverse client needs
- Track performance metrics related to client satisfaction and conversion
- Contribute to process improvements within the advisory team
- Attend team meetings to share insights and updates
- Support marketing initiatives with client success examples
Nice to Have
- Chartered Life Underwriter (CLU) designation
- Experience with group life insurance plans
- Background in financial planning
- Multi-state insurance licensing
- Familiarity with health insurance products
- Advanced degree in business or finance
- Experience in a remote advisory role
- Knowledge of estate planning principles
Compensation
Competitive hourly rate commensurate with experience
Work Arrangement
Remote
Team
Part of a dedicated client services unit focused on insurance solutions
About Us
We are a specialized insurance services provider focused on delivering tailored life insurance solutions to individuals and families. Our mission is to simplify the decision-making process and ensure clients achieve long-term financial security through informed choices.
What We Offer
- Comprehensive benefits package including health, dental, and vision coverage
- 401(k) plan with company match
- Paid time off and holiday schedule
- Professional development stipend
- Flexible work hours within set service windows
- Remote work support and equipment allowance
- Wellness program incentives
- Opportunities for internal advancement
Application Process
- Submit resume and cover letter through our online portal
- Complete a preliminary screening call
- Participate in a virtual interview with the hiring team
- Provide references for verification
- Receive offer notification within ten business days of final interview
Not available
