Job Description
Insurance Sales Specialist
Location: Fully remote
Job Description
You will help clients create a financial plan that will include insurance, investments, and other products that will assist them in achieving their financial goals. As an Insurance Specialist, your main responsibilities will include:
Assisting clients in choosing a life insurance plan that suits their needs, including term insurance.
Analyzing clients' financial situations and providing appropriate recommendations.
Educating clients about different insurance options and their benefits.
Collaborating with other team members to develop comprehensive financial plans.
Reviewing and updating clients' insurance policies regularly.
Providing exceptional customer service by addressing clients' inquiries and concerns.
Maintaining accurate records of client interactions and transactions.
Requirements
Life Licensed (a plus)
Security Licensed (a plus)
Must be over 18 years old
Commission-based compensation
Trustworthy and reliable
Hard worker with excellent time management skills
Only US citizen can apply.
Additional Information
We are seeking an individual with a strong passion for assisting clients in achieving their financial goals. Previous experience in accounting and administrative roles is preferred but not required. This is a fully remote position, allowing you to work from the comfort of your own home. We offer competitive commission-based compensation.