About the Role
This role involves engaging with clients remotely to assess their insurance needs and guiding them toward suitable life and legacy protection solutions, with full training and support provided.
Responsibilities
- Conduct client consultations via phone or video to understand financial protection goals
- Explain life insurance and legacy planning options in clear, accessible language
- Assist customers in selecting policies that align with their personal circumstances
- Follow up with leads in a timely and professional manner
- Maintain accurate records of client interactions and policy details
- Stay current with product updates and regulatory requirements
- Meet performance benchmarks related to customer engagement and policy placement
- Collaborate with team members to share best practices and improve service delivery
- Use digital tools to manage customer data and track sales activity
- Uphold ethical standards in all client communications and sales practices
Nice to Have
- Experience in customer service or client-facing roles
- Familiarity with CRM software or sales platforms
- Previous work in a remote or telecommuting environment
- Demonstrated success in meeting targets or quotas
Compensation
Competitive base pay plus commission structure based on policy placements
Work Arrangement
Fully remote
Team
Collaborative virtual team with regular check-ins and training sessions
Training & Onboarding
- New hires receive structured onboarding covering product knowledge, compliance, and sales techniques
- Ongoing coaching and performance feedback provided
- Access to digital learning resources and certification support
Growth Opportunities
- Pathways for advancement based on performance and tenure
- Eligibility for leadership roles after meeting specific milestones
- Opportunities to specialize in niche insurance offerings
Not available
