Connect with potential clients through phone, video calls, networking, and referrals.
Assess client needs, financial situations, and long-term goals to recommend appropriate life insurance solutions.
Present and explain product options clearly to build trust and confidence.
Guide clients through the application process, ensuring accuracy and compliance.
Build and maintain strong, long-term client relationships by offering ongoing support and service.
Meet or exceed monthly and quarterly sales targets.
Maintain accurate records of sales activities in the company’s CRM system.
Stay up to date on industry trends, policy changes, and compliance regulations.
Participate in team meetings, training sessions, and professional development opportunities.
Represent the company with professionalism, integrity, and a client-first mindset.
High school diploma or equivalent (Bachelor’s degree preferred but not required).
Active Life Insurance License (or willingness to obtain—training available).
Prior experience in sales, customer service, or financial services is a plus.
Must have reliable internet access and a quiet, professional remote workspace.
Authorized to work in the United States.
Strong communication and interpersonal skills.
Self-motivated with a disciplined work ethic.
Ability to listen actively and provide tailored solutions.
Comfortable using technology (CRM systems, video calls, digital applications).
Goal-driven mindset with a focus on results and continuous learning.
20,000$ life insurance policy Health Insurance based on meeting sales targets
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.