
Life Insurance Sales Agent
Selfless Financial • Remote
Posted 1 year ago
Description
Responsibilities
- Answer the phone when the client calls you
- Part-time or full-time
- Remote / work from home
- Address existing and prospective customer requests in a prompt and friendly matter, including booking new meetings and responding to inquiries regarding billing, eligibility, coverage, claims, and insurance policies
- Maintain databases, records, and bookkeeping, ensuring all paperwork is up to date
- Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience
- Expand our prospective customer base and market our insurance products via including networking, referrals, cold calling, and various marketing strategies to bring in new business
- Process current policyholders’ insurance claims while monitoring the status of existing insurance claims
Qualifications
- Must reside in the USA
- Must have a laptop or home computer, or be willing to get one
- Must be a self-starter, accountable, goal-oriented, and willing to invest in yourself
- Must be able to invest in self
- Must be positive/no Debbie downers please
- High school diploma or equivalent required; Bachelor’s degree preferred
- Customer service or experience as a sales representative are highly valued
- Skilled with Microsoft Office
- Candidates with an active Life & Health insurance license are strongly preferred
- Excellent verbal and written communication skills required
Compensation
$100,000 at plan commission
About Selfless Financial
At Selfless Financial, we focus on Tax-Free Retirement Accounts, Indexed Universal Life (IUL), and other strategies to help clients' future and/or life insurance needs. We are focused on others' performance and well-being, more than our own. I personally will help you learn, train, get going, and help close deals for you. I sell at a high level when I want to. But honestly, I get a better fix of joy when I can help others change their lives, find success, and apply all that we have worked together on. Join the team and let's win!
We also have a smaller division of Final Expense agents on the team that is helping those in need.
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