Remote Life Insurance Solutions Specialist

Marigold Financial Group; Florida; Remote; USD 85,000 - 145,000; Full time

Benefits offered by this job

Remote work environment

Flexible full-time or part-time

Access to qualified leads

Products from 25+ carriers

Training and ongoing support

Job summary

Marigold Financial Group is seeking motivated individuals to join as Client Solutions Representatives. This remote, 1099-based role offers uncapped earnings based on performance and access to leads across multiple carriers.

You will assess client needs, explain life insurance options, and guide prospects from information request through application, building lasting relationships while developing financial protection solutions.

Qualifications

• Excellent communication and interpersonal abilities.
• Ability to build rapport and trust with clients.
• Self-motivated and dependable with a strong work ethic.
• Able to manage multiple prospects and opportunities.
• Willingness to learn and adapt in a remote environment.

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-motivated

Relationship building

Goal-oriented

Sales or customer service experience

Job description

Marigold Financial Group is seeking motivated individuals to join as Client Solutions Representatives. This remote, 1099-based role offers uncapped earnings based on performance and access to leads across multiple carriers.

You will assess client needs, explain life insurance options, and guide prospects from information request through application, building lasting relationships while developing financial protection solutions.