Remote Insurance Sales Team Lead — Flexible Growth

Alchemy Financial Group; Augusta (GA); Remote; USD 71,000 - 155,000; Full time

Benefits offered by this job

Flexible schedule

Work from home

Job summary

P. R. Financial is seeking a results‑driven professional to join our growing agency.

You will evaluate clients' insurance needs and risk, tailor long‑term strategies, and help them choose suitable products in life, health, retirement, and Medicare. You’ll provide friendly service while onboarding new clients and supporting existing relationships, including billing questions and policy inquiries. Ideal candidates bring strong communication, leadership, and teamwork, plus a willingness to learn

Qualifications

• Evaluate customers' insurance needs and risk to tailor coverage
• Onboard and service clients including appointments, billing questions, claims, policy inquiries
• Ensure paperwork is up to date and maintain records

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.

Skills

Interpersonal skills

Communication

Leadership

Management

Team player

Detail-oriented

Coachable

Active driver's license

18 years or older

Customer service

Education

Life/Health insurance license (bonus)

Job description

P. R. Financial is seeking a results‑driven professional to join our growing agency.

You will evaluate clients' insurance needs and risk, tailor long‑term strategies, and help them choose suitable products in life, health, retirement, and Medicare. You’ll provide friendly service while onboarding new clients and supporting existing relationships, including billing questions and policy inquiries. Ideal candidates bring strong communication, leadership, and teamwork, plus a willingness to learn