Remote Life Insurance Advisor — With Warm Leads
AIL
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Resumo da oferta
American Income Life / Globe Life is seeking a Virtual Financial Services Associate to advise clients on insurance options from a remote, home-based setup. You will conduct needs-based conversations, review coverage details, and guide clients through product benefits while maintaining records and following up promptly.
The role emphasizes independence with ongoing coaching, training, and leadership development.
Qualificações
- Excellent written, verbal, and listening skills.
- Strong people skills and client-focused mindset.
- Detail-oriented and organized.
- Comfortable using virtual meeting platforms and computer systems.
Responsabilidades
- Work with prospective clients from warm leads.
- Schedule and complete virtual appointments.
- Conduct needs reviews with clients.
- Explain life, accident, and health insurance options.
- Assist clients with understanding product benefits.
- Provide clear communication and timely follow-up.
- Maintain accurate client records.
- Participate in coaching, training, and leadership development.
Conhecimentos
Descrição da oferta de emprego
American Income Life / Globe Life is seeking a Virtual Financial Services Associate to advise clients on insurance options from a remote, home-based setup. You will conduct needs-based conversations, review coverage details, and guide clients through product benefits while maintaining records and following up promptly.
The role emphasizes independence with ongoing coaching, training, and leadership development.
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