Family Protection Specialist (Remote)

Fine Agency; United States; Sur place; USD 42 000 - 72 000; Plein temps

Avantages offerts par ce poste

Monthly performance-based incentives

Discounted health and life insurance

Recognition programs and team events

Résumé du poste

The Fine Agency is seeking an Insurance Advisor to join our client-focused team. You will learn our products, lead qualification, and guide clients through coverage options during consultations by phone or Zoom.

Key responsibilities include following up with inquiries, maintaining CRM records, and staying compliant with licensing requirements. Ongoing training and team meetings are provided along with performance incentives.

Qualifications

• Experience in sales or customer service.
• Strong communication and relationship-building skills.
• Familiar with virtual meetings and CRM.
• Able to pass background check and licensing requirements.
• Willingness to obtain Life & Health license with support.

Responsabilités

• Learn company products, systems, and sales processes.
• Follow up with prospective clients who have requested information.
• Conduct client consultations via phone and Zoom.
• Explain available coverage options and answer questions.
• Maintain communication between internal teams and clients.
• Document activity and maintain records within CRM systems.
• Participate in weekly team meetings and training.
• Maintain licensing and compliance requirements.

Connaissances

Sales experience

Customer service

Communication

CRM software

Organization

Formation

Life & Health license or willingness to obtain

Outils

CRM software

Video conferencing (Zoom)

Description du poste

The Fine Agency is an insurance brokerage focused on helping clients evaluate coverage options and make informed financial decisions. Our team uses structured training, established systems, and qualified lead opportunities so advisors can focus on guiding clients and providing excellent service.

Responsibilities

• Learn company products, systems, and sales processes
• Follow up with prospective clients who have requested information
• Conduct client consultations via phone and Zoom
• Explain available coverage options and answer questions
• Maintain communication between internal teams and clients
• Document activity and maintain records within CRM systems
• Participate in weekly team meetings and training
• Maintain licensing and compliance requirements

Qualifications

• Sales or customer service experience preferred
• Strong communication and relationship-building skills
• Comfortable using virtual meeting platforms and CRM software
• Ability to stay organized and manage multiple client conversationsWillingness to work flexible hours when needed
• Ability to pass a background check and complete licensing requirements
• Life & Health license (or willingness to obtain with support)
• Ongoing training and professional development
• Monthly performance-based incentives
• Discounted health and life insurance options
• Recognition programs and team events