Insurance Sales Team Leader

Alchemy Financial Group; Columbia (SC); 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 Insurance Advisor in Columbia, SC to help clients assess insurance needs, analyze risk, and tailor coverage that supports their long-term goals.

You will deliver warm, professional service during onboarding, manage policy questions and billing inquiries, and keep accurate records while growing your book of business alongside licensed partners. This role emphasizes client education and ongoing service, with remote work options and overall flexibility.

Qualifications

• Must be 18 years or older.
• Active driver's license.
• Life/Health insurance license is a strong bonus but not required.
• Experience in customer service or sales preferred.

Responsibilities

• Evaluate new clients' insurance needs and financial goals through consultations.
• Onboard new clients and maintain existing relationships with inquiries, eligibility, and policy questions.
• Ensure all paperwork is up to date and maintain client records.

Skills

Interpersonal skills

Communication

Leadership

Team player

Coachable

Detail-oriented

Customer service

Licensed bonus

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