What You’ll Be Doing:
Conduct virtual consultations with individuals and families to assess their insurance needs
Present tailored life insurance plans and benefits options clearly and compassionately
Guide clients through application, underwriting, and onboarding
Manage client follow-ups and maintain strong long-term relationships
Collaborate with your team and leadership to achieve performance goals
Maintain compliance with licensing and industry regulations
High School Diploma or higher education
Life insurance license (or willingness to obtain – support provided)
Experience in customer service, benefits, or sales a plus (but not required)
What You’ll Be Doing:
Conduct virtual consultations with individuals and families to assess their insurance needs
Present tailored life insurance plans and benefits options clearly and compassionately
Guide clients through application, underwriting, and onboarding
Manage client follow-ups and maintain strong long-term relationships
Collaborate with your team and leadership to achieve performance goals
Maintain compliance with licensing and industry regulations
High School Diploma or higher education
Life insurance license (or willingness to obtain – support provided)
Experience in customer service, benefits, or sales a plus (but not required)
