About the Role
This role involves guiding individuals through the life insurance application process, evaluating coverage needs, and providing ongoing support. Agents must be self-motivated and comfortable using digital tools to manage client relationships and submissions.
Responsibilities
- Assist clients in understanding life insurance options
- Conduct needs assessments to recommend appropriate coverage
- Obtain client medical underwriting information
- Submit applications to carriers efficiently
- Follow up on policy status and approvals
- Maintain accurate client records
- Respond to customer inquiries in a timely manner
- Explain policy terms and conditions clearly
- Support clients through claims processes
- Stay current on product offerings and industry regulations
- Build relationships with referral partners
- Manage time effectively without direct supervision
- Use digital platforms for documentation and communication
- Ensure compliance with state licensing requirements
- Adhere to ethical sales practices
Nice to Have
- Multiple active carrier appointments
- Experience selling final expense or term life products
- Background in financial services or sales
- Bilingual communication abilities
- Proven success in remote work environments
Compensation
Commission-based earnings with potential for uncapped income
Work Arrangement
Remote
Team
Independent contractor role with support from agency leadership
Licensing Requirements
Applicants must hold a current life insurance license in at least one U.S. state. Multi-state licensing is advantageous. License verification will be conducted prior to onboarding.
Technology Setup
Candidates must have a dedicated workspace with high-speed internet, a modern computer, and the ability to use secure cloud-based platforms for client data management.
Not available
