Remote Insurance Advisor: Build Clients' Financial Futures

Promise and Prosper group; New York (NY); Remote; USD 60,000 - 80,000; Full time

Job summary

Promise & Prosper Group is seeking a full-time remote Insurance Agent to advise clients on coverage aligned with their financial goals. You will conduct virtual consultations and use CRM tools to assess risk and present proposals.

You will manage policy applications and renewals, maintain client relationships, and stay informed about regulations and product updates while collaborating with internal teams to ensure exceptional service.

Qualifications

• Experience in insurance or financial services, familiarity with regulatory requirements, and CRM or sales software.
• Strong communication and negotiation skills, ability to work independently in a remote setting.
• Proven sales skills and ability to match clients with suitable coverage options.

Responsibilities

• Advise clients on insurance products and align with their financial goals.
• Conduct virtual consultations and assess coverage needs.
• Prepare and present insurance proposals; manage policy applications and renewals.
• Maintain relationships and respond to inquiries, resolving issues with a high standard of service.
• Collaborate with internal teams; stay informed about regulations and product updates.
• Use digital tools to track sales activities and performance metrics.

Skills

Insurance Sales

Insurance Brokerage

Finance

Customer Service

Job description

Promise & Prosper Group is seeking a full-time remote Insurance Agent to advise clients on coverage aligned with their financial goals. You will conduct virtual consultations and use CRM tools to assess risk and present proposals.

You will manage policy applications and renewals, maintain client relationships, and stay informed about regulations and product updates while collaborating with internal teams to ensure exceptional service.