Remote Licensed Final Expense Specialist

Integrityfex

Philadelphia (Philadelphia County)

À distance

USD 40 000 - 75 000

Plein temps

Il y a 4 jours
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Résumé du poste

Integrity FEX is expanding its remote sales team and seeks licensed life insurance agents who are motivated, professional, and comfortable helping clients by phone.

You will discuss final expense and life insurance options with prospective clients, perform needs assessments, present suitable coverage, assist with applications, and follow through through underwriting in a performance-driven environment.

Qualifications

  • Active Life Insurance Producer License required.
  • Experience in life insurance or final expense sales is preferred.
  • Comfortable speaking with clients by phone and conducting needs-based conversations.
  • Ability to work remotely with self-discipline and strong follow-up.

Responsabilités

  • Speak with prospective clients regarding final expense and life insurance coverage.
  • Conduct phone-based needs assessments.
  • Identify client coverage goals, budget, and insurance needs.
  • Explain available life insurance products clearly and professionally.
  • Present appropriate coverage options based on client needs and eligibility.
  • Assist clients with completing insurance applications.
  • Follow up with clients throughout the application and underwriting process.
  • Maintain accurate records of client interactions and sales activity.
  • Utilize company-supported sales systems and carrier platforms.
  • Participate in ongoing training, coaching, and carrier education.
  • Follow applicable insurance regulations, carrier guidelines, and compliance requirements.

Connaissances

Verbal communication
Relationship building
Self-motivation
Time management
Remote work discipline

Formation

Active Life Insurance Producer License

Outils

Life insurance platforms
Carrier portals
CRM systems

Description du poste

Integrity FEX is expanding its remote sales team and seeks licensed life insurance agents who are motivated, professional, and comfortable helping clients by phone.

You will discuss final expense and life insurance options with prospective clients, perform needs assessments, present suitable coverage, assist with applications, and follow through through underwriting in a performance-driven environment.

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