Insurance Sales Team Leader

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

Benefits offered by this job

Flexible schedule

Work from home

Job summary

P. R. Financial, an independent marketing organization, is seeking motivated individuals to join as agents/advisors in life, health, retirement, and related insurance products.

This full-time role emphasizes helping clients and building lasting relationships from home or remote settings. Responsibilities include assessing clients’ insurance needs, onboarding new clients, and delivering ongoing service while maintaining records and compliance.

Qualifications

• 18+ years old
• Active driver’s license
• Life/Health license is a strong bonus but not required
• Must be coachable, detail-oriented and a team player
• Previous customer service preferred

Responsibilities

• Evaluate new customers’ insurance needs, risk, coverage, long-term goals and financial status through consultations to tailor experiences.
• Provide warm and professional customer service while onboarding new clients and maintaining existing ones, including bookings, inquiries, eligibility, claims, billing questions, and policies.
• Ensure all paperwork is up to date while maintaining records and bookkeeping.

Skills

Interpersonal skills

Communication

Leadership

Management

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