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About the Role

This remote role involves assisting clients who have requested information regarding life and financial protection coverage. You will guide clients through a step-by-step process to help them understand their options and secure appropriate coverage.

Responsibilities

• Contact clients who have requested information about coverage
• Review client needs and present protection options
• Guide clients through the application process
• Maintain ongoing client communication and follow-up
• Build long-term client relationships

Requirements

• Strong communication and interpersonal skills
• Ability to work independently with support
• Willingness to obtain a state insurance license
• Hungry and coachable mindset

Skills

• Communication
• Interpersonal skills
• Client relationship management

Location

• Remote

Work Type

• Full-time

Salary/Compensations

• Commission-based compensation
• Earnings vary based on activity level, consistency, and results

Benefits

• Effective training program
• Access to client management tools
• Access to warm leads
• Ongoing coaching
• Benefits available

About the Company

• Operates within the multi-trillion dollar life and financial protection industry