Virtual Life Insurance Agent

About This Role

This role involves connecting clients with life insurance solutions by educating them on options and assisting through the application process. You will help clients find suitable life insurance products to meet their needs.

Responsibilities

• Engage with prospective clients to assess their life insurance needs
• Provide detailed explanations of different life insurance products and their benefits
• Assist clients in completing applications and gathering necessary documentation
• Coordinate with insurance carriers to facilitate a smooth underwriting process
• Build long-lasting relationships with clients through excellent customer service

Requirements

• Strong communication and customer service skills
• Ability to establish rapport and trust with clients
• Detail-oriented with strong organizational skills
• Self-starter capable of working independently
• Access to a reliable computer and internet connection

Qualifications

• Previous sales or insurance experience is a plus, but not mandatory

Nice to Have

• Previous sales or insurance experience

Benefits