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Remote Client Consultant- Insurance
1 month ago
Join to apply for the Insurance Sales - Entry Level role at SM Agency.
AO Globe Life has served working-class families since 1951 with life, accident, and supplemental health products to help protect members of labor unions, credit unions, associations, and their families.
We are looking for representatives to develop long-term relationships with clients and meet them where they are most comfortable: their homes via Zoom Virtual Calls.
Responsibilities- Conduct Remote Client Consultations: Meet with clients (virtually) to understand their financial goals, assess their needs, and provide information about different solutions. This involves explaining policy features, coverage options, and premium costs.
- Provide Customer Service: Provide ongoing customer service to policyholders by addressing client inquiries, assisting with policy changes, and helping with claims processing.
- Foster Relationship Building: Build long-term relationships with clients by following up periodically to review their needs, update policies, and address any changes in their circumstances.
- Uphold Compliance and Documentation: Adhere to industry regulations and company policies by maintaining accurate and up-to-date documentation related to client interactions and transactions.
- Excellent communication skills
- Basic computer knowledge
- Strong work ethic
- Outgoing, fun & energetic with an upbeat personality
- Time management skills
- Leadership management experience
- Work from anywhere
- Paid weekly, based on a suggested schedule for success
- Bonuses structured contracts
- Health Insurance Reimbursement
- Life Insurance
- Flexible Schedule
- Retirement Plan
- Renewals
- Interviews will be held via Zoom
Entry level
Employment TypeFull-time
Job FunctionAdvertising Services
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