Job Description

Job Description

Job Description

This is more than just a numbers gig. Striving to provide the best customer service experience while providing a plan tailored to their families. We offer a great opportunity for those looking for part-time or full-time work, and a flexible schedule while working 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. This is a career you can do from home, but you never feel alone.

Qualifications:

• Be honest and trustworthy
• Have a General Life & Health License or be willing to obtain one
• Be comfortable speaking with prospective clients over the phone
• Interpersonal Skills
• Excellent Customer Service
• Be comfortable with a commission position

 
Responsibilities:

• Contacting and maintaining a professional relationship with the client
• Book appointments
• Take/Submit online applications
• Follow up with back office
• Attend weekly virtual calls
• Explain policy cover to the client once the policy is approved
• Maintain stellar interpersonal skills 

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