Insurance Sales Team Leader

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

Benefits offered by this job

Flexible schedule

Work from home

Job summary

P. R. Financial in the insurance marketplace is looking for a results-driven client advisor to evaluate needs, tailor coverage, and guide families toward appropriate life, health, and retirement products.

This full-time, remote role offers a flexible schedule and a path to grow within a partner-led model. You will onboard new clients, service existing accounts, and maintain complete records while working from home in the United States.

Qualifications

• Strong interpersonal and communication skills.
• 18+ years old and reliable transportation.
• Active Life/Health insurance license is a strong bonus but not required.

Responsibilities

• Evaluate new customers' insurance needs, risk, and goals to tailor coverage.
• Provide warm, professional onboarding and ongoing client service, including inquiries and policy questions.
• Maintain records and paperwork up to date.

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