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About the Role
Consult virtually with individuals and families requesting information about long-term financial and family protection plans. This role involves working with warm leads, offering comprehensive paid training, and setting up clients for success.
Responsibilities
- Follow up promptly with warm leads who have requested information on protection plans.
- Schedule and conduct virtual consultations via video conference to review client needs.
- Customize and adjust protection plans to fit the specific goals of each family.
- Establish, maintain, and nurture long-term relationships with new and existing clients.
- Conduct annual account reviews and assist clients with claims or policy adjustments.
- Provide attentive customer service and resolve client inquiries efficiently.
- Manage administrative updates and ensure all client documentation is accurate and complete.
Requirements
- Strong verbal and written communication skills with a client-first mindset.
- High level of self-motivation, organization, and a strong entrepreneurial drive.
- Ability to work effectively both independently and as a collaborative team player.
- A quiet, dedicated home office space with a reliable, high-speed internet connection.
- Previous experience in sales, customer success, account management, or hospitality is a plus, but not required.
Location
- Remote
- NY
- NJ
- MI
- MA
- CT
- NH
- RI
- GA
- SC
- CO
- FL
- IN
- TX
- MO
- KS
- PA
Work Type
- 100% remote
- Flexible work schedule
Salary/Compensations
- $65,000 - $75,000
- Performance-based commission pay structure paired with monthly bonuses
Benefits
- Comprehensive paid training and professional development program.
- Flexible work schedule with a 100% work-from-home environment.
- Comprehensive health benefits package including Medical, Dental, Vision, and Hearing insurance.
- Company stock option program.
- Performance-based bonuses and clear pathways for career advancement.