Remote Life Insurance Solutions Advisor
Marigold Financial Group
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Benefits offered by this job
Job summary
Marigold Financial Group is seeking Client Solutions Representatives for a flexible remote role. You will work with prospective clients to assess needs and recommend life insurance and living benefits from 25+ carriers.
This is a 1099 independent contractor position with no base salary and earnings based on production. Flexible full-time or part-time schedule, access to qualified leads and marketing resources, and ongoing training are provided to help you grow professionally in the financial
Qualifications
- Excellent verbal and written communication skills.
- Ability to build rapport and trust with clients.
- Self-driven with a proactive approach to sales.
- Willingness to learn and adapt to client needs.
- Sales or customer service experience is helpful but not required.
Responsibilities
- Speak with prospective clients who requested information.
- Understand client needs, goals, and financial priorities.
- Explain life insurance and living benefits options.
- Present solutions based on individual client needs.
- Build and maintain client relationships.
- Follow up with prospective and existing clients.
- Assist clients through the application process.
- Maintain accurate records and comply with requirements.
Skills
Job description
Marigold Financial Group is seeking Client Solutions Representatives for a flexible remote role. You will work with prospective clients to assess needs and recommend life insurance and living benefits from 25+ carriers.
This is a 1099 independent contractor position with no base salary and earnings based on production. Flexible full-time or part-time schedule, access to qualified leads and marketing resources, and ongoing training are provided to help you grow professionally in the financial
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