Job Description

Are you looking to:

• Set your own hours?
• Work from home?
• Have the ability to make uncapped income?
• Have positive and motivating mentors?
• Make an impact in people's lives?

As a Financial Security Advisor you will be responsible for assisting customers in selecting appropriate insurance coverage tailored to their needs. Your primary focus will be on building strong customer relationships, providing expert advice, and ensuring customer satisfaction.

Responsibilities:

• Communicate with customers via phone, email, or online chat to understand their insurance needs and provide suitable recommendations.
• Educate customers on various insurance products, coverage options, and policy terms.
• Collaborate with the underwriting team to evaluate and assess risk factors for policy approvals.
• Maintain accurate customer records and update insurance policies as necessary.
• Keep up-to-date with industry trends and insurance regulations to provide accurate and relevant information to customers.
• Attend weekly training calls to increase product knowledge and improve sales skills.

Requirements:

• Strong knowledge of insurance products, coverage options, and policy terms.
• Excellent communication and interpersonal skills, with a customer-centric approach.
• Ability to work independently and manage time effectively in a remote work environment.
• Proficiency in using insurance software and customer relationship management (CRM) systems.
• Relevant Life and Health insurance license or the willingness to obtain one.

NOTE: No agent's success, earnings, or production results should be viewed as typical, average or expected. Not all agents achieve the same or similar results, and no particular results are guaranteed. Your level of success will be determined by several factors, including the amount of work you put in, your ability to successfully follow and implement our training and sales system and engage with our lead system, and the Insurance needs of the customers in the geographic areas in which you choose to work.

Job Tags

Remote work, Work from home

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