Insurance Sales Team Leader

Alchemy Financial Group; Knoxville (TN); À distance; USD 71 000 - 155 000; Plein temps

Avantages offerts par ce poste

Flexible schedule

Work from home

Résumé du poste

P. R. Financial is an independent marketing organization in the financial services industry; join our team of agents who serve clients with life, health, retirement and Medicare products. This full-time role focuses on evaluating insurance needs, onboarding clients, and maintaining records.

We provide training, mentorship, flexible scheduling, and the option to work from home. A current Life/Health license is a plus but not required, and strong interpersonal skills are essential.

Qualifications

• Must be 18 years or older.
• Active driver's license required.
• Life/Health license a bonus but not required.
• Previous customer service preferred.

Responsabilités

• 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.

Connaissances

Interpersonal skills

Communication

Leadership

Management

Driver's license

Team player

Coachable

Detail-oriented

Customer service

Description du poste

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