Job Description

Job Description

Job Description

Here’s some great news – we are expanding our virtual team and have both part-time and full-time positions available! We believe in providing all the necessary resources to succeed, including Zoom calls, webinars, free carrier product training, and sales materials. We want to help you build your career and thrive in your role. Whether you want to build an agency, focus on being a career producer, or work with our wholesale model, we will train you to call, set, and run appointments virtually. Our industry is customer-focused, and we pride ourselves on offering excellent customer service. That’s why we don’t cold call – instead, our prospective clients provide us with their information and rely on us to reach out to them regarding one of our products, such as mortgage protection, accidental, retirement planning, and more. We’re looking for individuals with a positive attitude and a can-do mindset to join our team. 

Responsibilities:

• 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 the 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 
• Apply on behalf of the client to the appropriate carrier for final approval 
• Contact the carrier for the status of the application 
• Follow up with the client on carrier decision 

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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