Remote Insurance Sales Team Leader

Alchemy Financial Group; Knoxville (TN); Remote; USD 71,000 - 155,000; Full time

Benefits offered by this job

Flexible schedule

Work from home

Job summary

P. R. Financial is an independent marketing organization in the financial services industry; join our team of agents who serve clients with life, health, retirement and Medicare products. This full-time role focuses on evaluating insurance needs, onboarding clients, and maintaining records.

We provide training, mentorship, flexible scheduling, and the option to work from home. A current Life/Health license is a plus but not required, and strong interpersonal skills are essential.

Qualifications

• Must be 18 years or older.
• Active driver's license required.
• Life/Health license a bonus but not required.
• Previous customer service preferred.

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

Driver's license

Team player

Coachable

Detail-oriented

Customer service

Job description

P. R. Financial is an independent marketing organization in the financial services industry; join our team of agents who serve clients with life, health, retirement and Medicare products. This full-time role focuses on evaluating insurance needs, onboarding clients, and maintaining records.

We provide training, mentorship, flexible scheduling, and the option to work from home. A current Life/Health license is a plus but not required, and strong interpersonal skills are essential.