Insurance Sales Team Leader - Remote & Flexible

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 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.