About the Role
The position focuses on connecting with clients virtually to assess insurance needs, explain policy details, and support decision-making for long-term financial protection.
Responsibilities
- Conduct virtual consultations with clients to evaluate insurance requirements
- Explain life insurance products and coverage options clearly
- Assist clients in selecting policies suited to their financial objectives
- Maintain accurate records of client interactions and policy details
- Follow up with prospects to address questions and close sales
- Stay current on industry regulations and product updates
- Ensure compliance with state and federal insurance guidelines
- Build trust through transparent and client-centered communication
- Process applications and coordinate underwriting steps
- Support clients during policy issuance and activation
- Identify client life changes that may affect coverage needs
- Provide renewal options and service existing policies
- Use digital tools to manage client portfolios efficiently
- Meet performance goals related to client acquisition and retention
- Collaborate with internal teams to resolve client inquiries
- Maintain professionalism in all client communications
- Educate clients on the value of life insurance in financial planning
- Respond promptly to client requests and documentation needs
- Uphold confidentiality of client information
- Adapt communication style to suit diverse client backgrounds
- Track sales activities and outcomes using CRM software
- Participate in ongoing training and professional development
- Promote financial wellness through personalized insurance guidance
- Manage time effectively to balance client meetings and administrative tasks
- Support ethical sales practices and client transparency
Compensation
Competitive commission structure with earning potential based on performance
Work Arrangement
Remote
Team
Independent contributor with access to support and training resources
Why Join Us
- Opportunity to work independently with strong back-end support
- Flexible schedule to accommodate client availability
- Access to training programs for professional growth
- Supportive environment focused on ethical client service
- Tools and technology to streamline remote operations
What We Offer
- Ongoing product and compliance training
- Digital resources for client engagement
- Performance-based incentives
- Remote onboarding and technical setup assistance
- Access to marketing materials and sales support
Not available
