This is a fully remote position, open to applicants in United States.

📋 Description

• Manage incoming inquiries and conduct outbound follow-up calls to educators in search of life insurance solutions.

• Establish trust-based relationships while educating clients on the benefits of owning life insurance products.

• Achieve or surpass sales goals and activity metrics through a consultative, needs-based sales approach.

• Ensure compliance with regulatory standards and uphold company quality requirements.

• Precisely record interactions in CRM systems and remain updated on industry news and product improvements.

• Work eight-hour shifts scheduled between Monday and Friday, from 8 a.m. to 7 p.m. CT business hours.

• Interact with both current and potential clients, primarily within the education sector, to understand their objectives and align them with suitable life solutions.

⛳️ Requirements

• An active life insurance license is mandatory; a health license must be obtained within six months of employment.

• A minimum of three years of experience in financial services or consultative sales is required, ideally within insurance, retirement planning, or wealth accumulation sectors.

• Proven experience in a call center or sales environment, demonstrating the ability to meet sales targets.

• Outstanding client relationship management capabilities, with a knack for quickly building credibility and trust in a remote engagement format.

• Proficient in using CRM tools, capable of multitasking in a fast-paced setting, and comfortable working independently.

• A genuine passion for serving educators and a strong sense of mission.