Estate Planning Specialist - Remote

Overview

The Estate Planning Specialist role involves working remotely to assist clients in understanding and acquiring life, accident, and supplemental health products. This position emphasizes client relations and requires strong communication and organizational skills.

In Short

• Work from home with flexible scheduling options.
• Engage with clients via Zoom virtual calls.
• No cold calling; warm leads are provided.
• Compensation includes weekly pay, bonuses, and residual income.
• Performance-based promotions available.
• Incentives such as all-expense paid trips and awards.
• Union-backed contract for job stability.
• Comprehensive mentorship and training provided.
• Health insurance reimbursement and life insurance benefits.
• Opportunity for personal and professional growth.

Requirements

• Excellent communication and people skills.
• Basic computer knowledge.
• Strong time management and organizational skills.
• A positive, energetic personality.
• Previous leadership or management experience is a plus.
• Passion for helping others and continuous growth.

Benefits

• 100% remote work.
• Flexible work hours to fit personal schedules.
• Weekly pay with bonuses and residual income.
• Performance-based promotions.
• Incentives including trips and awards.
• Union-backed contract for job security.
• Comprehensive training and mentorship.
• Health insurance reimbursement.
• Life insurance benefits.
• Supportive work culture.