Remote Family Protection Advisor

Agent Alliance Inc.; Medford (MA); Remote; USD 70,000 - 75,000; Full time

Benefits offered by this job

Comprehensive paid training

100% remote work

Health benefits package

Stock option program

Performance-based bonuses

Job summary

Agent Alliance Inc. is seeking a results-oriented remote consultant to engage with individuals and families about long-term financial and family protection plans. You will specialize in virtual meetings, tailor plans to client goals, and nurture ongoing relationships from a home office.

The role offers comprehensive paid training, a 100% work-from-home setup, and performance-based commissions with monthly bonuses. Excellent communication and self-motivation are essential.

Qualifications

• Clear verbal and written communication with a client-first approach.
• Ability to work independently and as part of a team.
• Entrepreneurial mindset and strong organizational skills.

Responsibilities

• Follow up promptly with warm leads who requested information on protection plans.
• Schedule and conduct virtual consultations via video conference.
• Customize protection plans to fit family goals.
• Maintain long-term client relationships and conduct annual reviews.
• Assist clients with claims or policy adjustments and respond to inquiries.
• Handle administrative updates and ensure documentation is complete.

Skills

Client-first mindset

Strong communicator

Self-motivated

Team player

Job description

Agent Alliance Inc. is seeking a results-oriented remote consultant to engage with individuals and families about long-term financial and family protection plans. You will specialize in virtual meetings, tailor plans to client goals, and nurture ongoing relationships from a home office.

The role offers comprehensive paid training, a 100% work-from-home setup, and performance-based commissions with monthly bonuses. Excellent communication and self-motivation are essential.