We are seeking self-motivated business partners to join our team as we grow our agency. There has never been a greater opportunity in this industry to help people protect their families from home.
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 plus more.
Customer service is at the heart of this industry. We are committed to being there for our clients whether it’s helping them customize a plan for their needs or compassionately helping them in the event of a death or disability.
We offer training to call, set, and run appointments virtually, utilizing various resources such as webinars, carrier product training, and our successful proven system.
Whether you want to build an agency, focus on being a career producer, or if your experience is a better fit for our wholesale model.
We work as a true team and strive to be a positive influence on one another. This is a career you can do from home, but you never feel alone.
Let’s have a conversation about it. I would like to get to know you better and answer any questions you might have. Key Responsibilities :
- Contact clients who have requested protection plan information
- Gather pertinent information from the client to customize their protection plan
- Follow up with the client within one to two days on research results
- Consult with the 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 Requirements :
- Must be a U.S. legal resident
- Must obtain a state life and health insurance license
- Already have a phone, laptop or desktop computer, printer savvy
- Must virtually attend weekly meetings (occasionally in person) : sales training, mentorship, and business building Powered by JazzHR
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