Remote Insurance Sales Team Leader | Flexible Schedule

Alchemy Financial Group; Columbia (SC); À distance; USD 71 000 - 155 000; Plein temps

Avantages offerts par ce poste

Flexible schedule

Work from home

Résumé du poste

P. R. Financial is seeking a full-time Insurance Advisor in Columbia, SC to help clients assess insurance needs, analyze risk, and tailor coverage that supports their long-term goals.

You will deliver warm, professional service during onboarding, manage policy questions and billing inquiries, and keep accurate records while growing your book of business alongside licensed partners. This role emphasizes client education and ongoing service, with remote work options and overall flexibility.

Qualifications

• Must be 18 years or older.
• Active driver's license.
• Life/Health insurance license is a strong bonus but not required.
• Experience in customer service or sales preferred.

Responsabilités

• Evaluate new clients' insurance needs and financial goals through consultations.
• Onboard new clients and maintain existing relationships with inquiries, eligibility, and policy questions.
• Ensure all paperwork is up to date and maintain client records.

Connaissances

Interpersonal skills

Communication

Leadership

Team player

Coachable

Detail-oriented

Customer service

Licensed bonus

Description du poste

P. R. Financial is seeking a full-time Insurance Advisor in Columbia, SC to help clients assess insurance needs, analyze risk, and tailor coverage that supports their long-term goals.

You will deliver warm, professional service during onboarding, manage policy questions and billing inquiries, and keep accurate records while growing your book of business alongside licensed partners. This role emphasizes client education and ongoing service, with remote work options and overall flexibility.