Remote Life Insurance Client Advisor

Integrityfex; Richmond (VA); Remote; USD 21,000 - 34,000; Full time

Job summary

Integrity FEX is expanding its remote Client Services team and seeks individuals to help families explore life insurance options aligned with their financial goals. Training and ongoing coaching are provided to support a long-term career in financial services.

In this role, you will connect with prospective clients, answer questions about coverage, guide applicants through the process, and deliver professional service before and after enrollment.

Qualifications

• Customer service experience is helpful but not required.
• Excellent communication skills.
• Comfortable using technology.
• Self-motivated and organized.
• Ability to obtain a Life & Health Insurance License.

Responsibilities

• Connect with prospective clients.
• Answer questions regarding available coverage options.
• Assist clients through the application process.
• Deliver professional customer service before and after enrollment.
• Continue learning through ongoing coaching.

Skills

Customer service

Excellent communication

Tech comfortable

Self-motivated and organized

License readiness (Life & Health)

Job description

Integrity FEX is expanding its remote Client Services team and seeks individuals to help families explore life insurance options aligned with their financial goals. Training and ongoing coaching are provided to support a long-term career in financial services.

In this role, you will connect with prospective clients, answer questions about coverage, guide applicants through the process, and deliver professional service before and after enrollment.