About the Role
This position involves helping individuals understand and select appropriate life insurance products through personalized consultation, with a focus on clear communication and client education.
Responsibilities
- Conduct one-on-one client consultations to evaluate insurance needs
- Explain life insurance policy options in clear, accessible language
- Assist clients in selecting plans that align with financial goals
- Guide clients through application and enrollment processes
- Maintain up-to-date knowledge of available insurance products
- Respond promptly to client inquiries via phone and email
- Ensure compliance with state-specific insurance regulations
- Document client interactions and decisions accurately
- Collaborate with internal teams to resolve client issues
- Follow up with clients to confirm policy activation
- Identify opportunities for additional client support
- Adhere to ethical standards in all client communications
- Manage time effectively to meet service targets
- Participate in ongoing product and process training
- Use CRM tools to track client progress and outcomes
- Maintain confidentiality of client information
- Support clients through changes in coverage needs
- Provide clear explanations of policy terms and exclusions
- Monitor client satisfaction and seek feedback
- Stay informed about industry trends and regulatory updates
Nice to Have
- Experience with group or individual life underwriting
- Knowledge of health insurance products
- Bilingual communication skills
- Previous remote work experience
- Certifications in financial planning or insurance
Compensation
Competitive hourly rate commensurate with experience
Work Arrangement
Remote
Team
Small, client-focused team operating in a fast-paced environment
What We Offer
- Flexible remote work environment
- Ongoing professional development opportunities
- Supportive team culture
- Access to up-to-date tools and resources
- Recognition for consistent performance
Application Process
- Submit resume and cover letter
- Complete a brief assessment
- Participate in a video interview
- Final review and onboarding
Not available
