Insurance Sales Team Leader

Alchemy Financial Group; Darlington (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 role for an experienced insurance advisor in the United States. You will evaluate clients' needs, onboard new clients, and maintain ongoing service, including policy questions and billing concerns.

Compensation ranges from $71,078 to $155,108 per year, with flexible scheduling and work-from-home options. Licensing is a plus but not required; strong communication and teamwork are valued.

Qualifications

• Interpersonal and communication skills are essential.
• Team-oriented with leadership abilities.
• Willingness to be coachable and detail-focused.

Responsibilities

• Evaluate clients' insurance needs, risk, and goals to tailor recommendations.
• Onboard and service clients, schedule appointments, respond to inquiries, and manage billing questions.
• Keep paperwork and records up to date and organized.

Skills

Interpersonal skills

Communication skills

Leadership

Management skills

Coachability

Attention to detail

Team player

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