Remote Work from Home Life Insurance Agent/Sales Manager

About This Role

This role is for a Virtual Life Insurance Agent and/or Sales Manager who will assist families in purchasing mortgage protection life insurance policies from home. The position involves building client relationships, assessing needs, and providing personalized insurance recommendations.

Responsibilities

• Build and maintain strong relationships with clients, acting as their primary point of contact for all insurance matters.
• Assess and evaluate clients' insurance needs by conducting thorough interviews and understanding their financial goals and risk tolerance.
• Provide comprehensive and personalized insurance recommendations based on clients' individual circumstances and coverage requirements.
• Educate clients on the features, benefits, and limitations of different life insurance policies to help them make informed decisions.
• Assist clients in completing insurance applications, collecting necessary documentation, and submitting policies for underwriting.
• Follow up with clients at regular intervals to review their policies, address any questions or concerns, and make necessary adjustments to their coverage.
• Collaborate with insurance carriers and underwriters to negotiate favorable terms and conditions for clients' policies.
• Recruit and mentor 3-5 independent agents (for Sales Manager role).

Requirements

• Enjoy helping people
• Strong interpersonal and communication skills
• Excellent problem-solving skills
• Highly organized with strong attention to detail
• Self-motivated with the ability to work independently and remotely
• Current Life Insurance License (or obtained within 60 days)

Skills

* Required skills