Client Engagement & Service

Build strong relationships with individuals and families by understanding their financial protection needs.

Conduct virtual consultations to present customized life insurance solutions.

Guide clients through application and underwriting processes with clarity and professionalism.

Provide ongoing client support, policy reviews, and follow-up to ensure long-term satisfaction.

Sales & Performance

Achieve sales goals through consistent prospecting, client outreach, and relationship building.

Leverage digital platforms (CRM, Zoom, virtual presentations) to generate and manage leads.

Maintain accurate records of client interactions, policies, and progress toward personal goals.

Apply consultative selling techniques to identify opportunities and tailor solutions.

Growth & Development

Participate in continuous training and mentorship programs designed to develop leadership skills.

Stay informed on industry trends, compliance standards, and product offerings.

Collaborate with team members and contribute to a culture of shared growth and success.

Demonstrate commitment to advancing into management or leadership opportunities based on performance.

Professional Representation

Represent the organization’s values of integrity, commitment, and service in all client interactions.

Operate effectively in a remote work environment with strong self-discipline and accountability.

Communicate clearly and professionally in both written and verbal formats.

Integrity: Committed to doing what’s right for clients and colleagues

Resilience: Ability to adapt, overcome objections, and stay driven

Empathy: A genuine desire to help families secure their financial future

Growth-Mindedness: Eager to learn, develop skills, and advance into leadership roles

Commitment: Dedicated to personal success and the success of your team

Confidence: Comfortable presenting solutions and guiding clients through decisions

Strong interpersonal and communication skills (both verbal and written)

Ability to build trust and establish lasting client relationships

Organizational skills to manage multiple clients and tasks in a remote environment

Problem-solving mindset with a focus on client needs and tailored solutions

Tech-savviness with virtual communication tools (Zoom, CRM, digital applications)

Self-motivation and discipline to excel in a remote work setting

Sales aptitude or willingness to learn client-focused sales strategies

• Life insurance policy
• Health insurance Reimbursement
• Life time Renewals

Fisher Organization is a dedicated sales team focused on helping individuals and families achieve lasting financial security. Guided by our core values—building relationships, personal and professional growth, integrity, and commitment—we strive to serve every client with care and expertise. Our experienced professionals are passionate about making a positive difference in the lives of those we serve.

At Fisher Organization, we provide tailored life insurance solutions to match each client’s unique needs. We believe in building strong, long-term relationships and guiding our clients through every step of the decision-making process. With a focus on integrity and commitment, we offer clear information, professional service, and ongoing support—empowering clients to protect what matters most with confidence.