Job Description

Job Description

Job Description

This is more than just a numbers gig. Here Relationships Matter & People Come First. We provide the best services to our clients. We can customize a tailored plan perfect for their families' individual needs. We are committed to being there for our clients. Whether it’s helping them customize a plan for their needs or compassionately helping them in the event of a death or disability. The ideal candidate is self-motivated and can work from their home either part-time or full-time, to protect families that have requested coverage information. Licensed and unlicensed individuals are welcome to apply for this position. We offer training to call, set, and run appointments virtually, utilizing various resources such as webinars, carrier product training, and our successful proven system. Whether you want to build an agency, focus on being a career producer, or if your experience is a better fit for our wholesale model. There is a path perfect for you. We work as a true team and strive to be a positive influence on one another. This is a position you can do remotely but never feel alone.

 

Responsibilities:

• Utilize the company’s exclusive warm lead program
• Contact clients who have requested protection plan information
• Gather pertinent information from the client to customize their protection plan
• Follow up with the client within one to two days to go over results either in person, over the phone, or virtually
• Consult with the client for their specific need
• Assist the client in the e-application process
• Contact the carrier for the status of the application
• Follow up with the client on carrier decision

Qualifications:

• U.S. legal resident
• Obtain state life and health insurance license
• Phone, laptop or desktop computer, printer savvy
• Virtually attend weekly meetings (occasionally in person): sales training, mentorship, and business building

Perks of Joining our Team:

• Unlimited Earning Potential - Commission only.
• Work-Life Balance, Flexible Schedule
• Affordable Health Insurance and Free Life Insurance for one year (subject to approval)
• Branded marketing assets and support
• World-class travel and incentive programs

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