Remote Insurance Team Lead — Flexible Schedule & Growth

Alchemy Financial Group; Conway (SC); 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 full-time agent to evaluate clients' insurance needs, onboard new clients, and manage ongoing policy conversations. This role emphasizes personalized service, appointment scheduling, and accurate record-keeping to ensure compliant coverage and client satisfaction.

Ideal candidates are 18+, hold or be actively pursuing a Life/Health license, and value teamwork, coachability, and clear communication. Remote-friendly, with a competitive pay range and benefits.

Qualifications

• 18 years of age or older.
• Active driver’s license.
• Life/Health insurance license is a strong bonus but not required.
• Previous customer service experience preferred.

Responsibilities

• Evaluate clients' insurance needs, risks, existing coverage, long-term goals, and financial status during consultations to tailor solutions.
• Provide warm, professional onboarding and ongoing service for clients, including scheduling, inquiries, eligibility, claims, billing questions, and policy details.
• Ensure paperwork is up to date and maintain accurate records and bookkeeping.

Skills

Interpersonal skills

Communication

Team player

Coachability

Job description

P. R. Financial is seeking a full-time agent to evaluate clients' insurance needs, onboard new clients, and manage ongoing policy conversations. This role emphasizes personalized service, appointment scheduling, and accurate record-keeping to ensure compliant coverage and client satisfaction.

Ideal candidates are 18+, hold or be actively pursuing a Life/Health license, and value teamwork, coachability, and clear communication. Remote-friendly, with a competitive pay range and benefits.