Remote Insurance & Retirement Advisor

Global Financial Impact; Irvine (CA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Remote work

Job summary

Global Financial Impact is seeking a remote Insurance Broker to help individuals and families evaluate their financial needs and select suitable insurance and retirement solutions. You will assess risk profiles, explain coverage options, and support clients through applications and renewals.

The role emphasizes building long-term client relationships, providing ongoing reviews of plans, and staying current with industry trends while working independently in a remote setting.

Qualifications

• Experience in insurance brokerage and ability to explain coverage options to clients.
• Foundational knowledge in finance and retirement planning to support long-term strategies.
• Excellent customer service skills to build trust and provide responsive support.
• Strong written and verbal communication; ability to simplify complex financial concepts.

Responsibilities

• Assess client risk profiles and financial needs to determine suitable insurance and retirement solutions.
• Explain coverage options, compare products, and guide clients through applications and renewals.
• Build and maintain long-term client relationships, providing ongoing reviews of plans.
• Collaborate with internal teams to ensure high-quality service and stay updated on industry trends.

Skills

Insurance Brokerage

Retirement Planning

Customer Service

Communication Skills

Sales & Relationships

Licenses

Job description

Global Financial Impact is seeking a remote Insurance Broker to help individuals and families evaluate their financial needs and select suitable insurance and retirement solutions. You will assess risk profiles, explain coverage options, and support clients through applications and renewals.

The role emphasizes building long-term client relationships, providing ongoing reviews of plans, and staying current with industry trends while working independently in a remote setting.