Remote Agent

Overview

An overview paragraph about the job

In Short

• Build and maintain strong relationships with clients as their primary point of contact for all insurance matters.
• Evaluate clients' insurance needs through comprehensive interviews and understanding their unique circumstances.
• Provide personalized insurance recommendations based on clients' specific requirements and financial goals.
• Educate clients on the different types of life insurance policies and their features, benefits, and limitations.
• Assist clients in completing insurance applications and gather the necessary documentation.
• Follow up with clients regularly to review their policies, address any concerns, and make adjustments as needed.
• Collaborate with insurance carriers and underwriters to negotiate favorable terms for clients' policies.

Requirements

• Self-driven individuals with excellent communication skills.
• Passion for helping others.
• Organized and enjoy working independently.

Benefits

• Work from the comfort of your own home.
• Access to a lead platform connecting you with potential clients.