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À propos
Work with warm, pre-qualified leads who have already expressed interest Conduct virtual consultations via phone or video to understand client needs Present personalized solutions including life insurance, IULs, and annuities Educate clients on financial protection and wealth-building strategies Build trust and guide clients through their decision‑making process Manage the entire sales lifecycle from first contact through closing Maintain detailed client records using CRM platforms Follow up consistently to ensure satisfaction and generate referrals Meet or exceed sales goals and performance benchmarks Participate in ongoing training and coaching sessions Requirements
Strong verbal and written communication skills Ability to build rapport and influence decisions ethically Self‑motivated with a goal‑oriented mindset Comfortable working independently in a remote environment Willingness to obtain insurance licensing if needed Basic technical proficiency and organizational skills 100% remote work environment Ongoing mentorship and coaching Gain access to a healthcare exchange that covers medical, dental, and vision needs, along with life insurance options for added peace of mind.
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Compétences linguistiques
- English
Avis aux utilisateurs
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