Remote Life Insurance Specialist - Consultative Sales

Rate Insurance; United States; Remoto; USD 70.000 - 140.000; Tempo pieno

Vantaggi offerti da questo lavoro

Remote work environment

Uncapped earning potential

Carrier partner access

Training and marketing resources

Career growth opportunities

Descrizione del lavoro

Rate Insurance is seeking licensed life insurance professionals to consult with existing personal lines customers, conduct scheduled phone and Teams appointments, and guide clients from application to policy issue.

This role emphasizes selling, relationship-building, and building a personal referral network in a remote work environment, with access to carrier partners and a structure designed to maximize earnings.

Competenze

• Active Life Insurance license
• Minimum of 2 years of insurance sales experience preferred
• Proven ability to meet or exceed sales and performance goals
• Strong consultative selling and relationship-building skills
• Experience managing customer relationships through phone and video appointments
• Experience with Salesforce or similar CRM platforms preferred
• Self-motivated with the ability to thrive in a remote work environment

Mansioni

• Conduct scheduled phone and Microsoft Teams appointments with Rate Insurance customers
• Assess clients' financial protection needs and recommend appropriate life insurance solutions
• Quote and present life insurance products through Rate's carrier partners
• Manage the sales process from application submission through underwriting and policy issuance
• Develop and maintain referral partnerships, professional relationships, and lead sources to generate new business
• Represent Rate Insurance at networking events, community activities, and marketing groups
• Maintain accurate records of leads, appointments, customer interactions, and policy information within Salesforce
• Consistently meet or exceed monthly sales and production goals
• Stay current on carrier products, underwriting guidelines, state regulations, and compliance requirements

Conoscenze

Consultative selling

Relationship building

Effective communication

Time management

Self-motivation

Remote work

Strumenti

Salesforce

Descrizione del lavoro

Rate Insurance is seeking licensed life insurance professionals to consult with existing personal lines customers, conduct scheduled phone and Teams appointments, and guide clients from application to policy issue.

This role emphasizes selling, relationship-building, and building a personal referral network in a remote work environment, with access to carrier partners and a structure designed to maximize earnings.