Insurance Sales Team Leader

Alchemy Financial Group; Albemarle (NC); Remote; USD 71,000 - 155,000; Full time

Benefits offered by this job

Flexible schedule

Work from home

Job summary

P. R. Financial is seeking a full-time associate to evaluate clients\' insurance needs, onboarding new customers, and maintaining existing policies. You will coordinate appointments, handle inquiries, and ensure accurate documentation while supporting a growing client base.

Ideal candidates bring strong communication and interpersonal skills, a driver\'s license, and a willingness to be mentored as you grow within the organization. A life/health license is a bonus but not required.

Qualifications

• Strong interpersonal and communication abilities.
• Ability to lead and work well in teams.
• Detail-oriented with good organizational skills.
• Coachable and eager to learn in a dynamic environment.
• Active driver\'s license is required or beneficial.

Responsibilities

• Evaluate customers\' insurance needs, risks, and goals through consultations to tailor solutions.
• Provide warm, professional onboarding and ongoing client service, including scheduling, inquiries, eligibility, claims, and billing.
• Ensure paperwork is accurate and records are well maintained.

Skills

Interpersonal skills

Communication skills

Leadership

Team player

Detail-oriented

Coachable

Customer service

Active driver\'s license

Job description

P. R. Financial is an independent marketing organization (IMO) in the financial services industry; specifically in the insurance marketplace. We serve clients by acting as their independent advisor and broker for products in life insurance, health insurance, retirement, annuities, Medicare, senior benefits, and more. P. R. Financial is remaking the industry for agents by agents. Each agent owns their book of business. We would love for you to join us!

Our approach is simple. We believe in our people, we provide them a platform, we train them how to be amazing, mentor them into maturity, and cheer them on the way to becoming our partners. We want partners, not employees.

Job Responsibilities:

• Evaluate new customers' insurance needs, insurance risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience that exceeds expectations.
• Provide warm and professional customer service while onboarding new clients and maintain existing clients, including booking appointments, inquiry response, insurance eligibility, claim submissions, questions concerning billing, and insurance policies.
• Ensure all paperwork is up to date while maintaining records and bookkeeping.

Job Qualifications:

• Great interpersonal, communication, leadership, and management skills
• Must be 18 years or older
• Active driver's license
• Must be coachable, detail-oriented, and a team player.
• Possesses outstanding interpersonal and communication skills.
• An active Life Health insurance license is a strong bonus but not required.
• Previous customer service preferred

Job Type: Full-time

Pay: $71,078.00 - $155,108.00 per year

Benefits:

• Flexible schedule
• Work from home