Remote Life Insurance Solutions Advisor

Marigold Financial Group; Cicero (IL); Remote; USD 85,000 - 145,000; Full time

Benefits offered by this job

Remote work environment

Flexible schedule (FT/PT)

Leads provided

Training and support

25+ carriers

Job summary

Marigold Financial Group is hiring Client Solutions Representatives for a remote, performance-based role. You will work with prospective clients to understand their needs and offer life insurance and living benefits from 25+ carriers.

The position offers a flexible schedule and access to qualified leads and marketing resources. Ideal candidates are motivated, self-directed, and able to build strong client relationships while guiding clients through the application process.

Qualifications

• Strong communication and interpersonal skills are required.
• Life insurance license or willingness to obtain one is expected.
• Sales or customer service experience is helpful but not required.

Responsibilities

• Speak with prospective clients who have requested information.
• Learn about clients’ needs, goals, and financial priorities.
• Explain available life insurance and living benefit options.
• Present solutions based on each client’s individual needs.
• Build and maintain client relationships.
• Follow up with prospective and existing clients.
• Assist clients through the application process.
• Maintain accurate records and follow established compliance requirements.

Skills

Communication skills

Interpersonal skills

Self-motivation

Dependability

Goal orientation

Sales experience

Customer service experience

Job description

Marigold Financial Group is hiring Client Solutions Representatives for a remote, performance-based role. You will work with prospective clients to understand their needs and offer life insurance and living benefits from 25+ carriers.

The position offers a flexible schedule and access to qualified leads and marketing resources. Ideal candidates are motivated, self-directed, and able to build strong client relationships while guiding clients through the application process.