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This is more than just a numbers gig. Striving to provide the best customer service experience while providing a plan tailored to their families. Customer service is at the core of this trillion-dollar industry, you matter to our valued clients for life. We work with warm leads that clients fill out requesting information. The agent will then call, qualify, and set up appointments to meet with them over the phone or through zoom and help them apply for the insurance policy.
- Utilize the company’s exclusive warm lead program
- Contact clients who have requested protection plan information
- Gather pertinent information from the client to customize their protection plan
- Research protection plan options
- Follow up with client within one to two days on research results either in person, over the phone, or virtually
- Consult with client on plan suitability for their specific need
- Assist the client in the plan application process
- Submit application on behalf of the client to the appropriate carrier for final approval
- Contact carrier for status of application
- Follow up with client on carrier decision
The ideal candidate is self-motivated and can work from their home either part-time or full-time, to protect families that have requested coverage information. We are specifically looking for people who:
- U.S. legal resident
- Obtain state life and health insurance license
- Phone, laptop or desktop computer, printer savvy
- Virtually attend weekly meetings (occasionally in person): sales training, mentorship, and business building
Perks of Joining our Team:
- Unlimited Earning Potential - Commission only.
- Work-Life Balance, Flexible Schedule
- Affordable Health Insurance and Free Life Insurance for one year (subject to approval)
- Branded marketing assets and support
- World-class travel and incentive programs
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