- As a key member of our remote team, you will act as a trusted advisor to clients
- Engaging Pre-Qualified Leads: Connect with individuals and families who are actively seeking financial solutions, all without the need for cold calling
- Understanding Needs: Listen to clients to truly grasp their financial goals and concerns
- Presenting Solutions: Explain and present our suite of financial products, including Life Insurance, Indexed Universal Life (IUL), and Annuities, through phone and Zoom
- Managing Client Relationships: Guide clients smoothly through the sales process, ensuring a positive experience from start to finish
Collaborative Environment: Even though you’ll be working remotely, you’ll be part of a supportive and connected team