Job Description

• Consultative Selling:
  • Conduct needs assessments and provide tailored life insurance solutions that fit each client’s personal and financial situation.
• Sales Presentations:
  • Conduct virtual meetings, explaining policy details, benefits, and coverage options to prospects via video calls, phone, and email.
• Close Sales:
  • Convert prospects into policyholders by handling objections and guiding them through the policy selection and purchase process.
• Build Relationships:
  • Foster long-term client relationships, ensuring customer satisfaction, and assisting with policy changes, renewals, or claims.
• Educate Clients:
  • Act as a trusted advisor by educating clients on the importance of life insurance and various policy options.
• Licensing:
  • Must hold or be willing to obtain the necessary life insurance license(s) for your state or region. [State-specific licensing info, if applicable].
• Sales Skills:
  • Proven ability to engage with prospects, understand their needs, and close sales. Previous sales experience, especially in a commission-based role, is a plus.
• Self-Motivated:
  • Comfortable working independently, managing your own schedule, and staying focused to meet sales goals in a remote environment.
• Communication:
  • Strong verbal and written communication skills with the ability to build rapport and trust with clients via phone, email, and video.
• Tech-Savvy:
  • Comfortable using CRM systems, video conferencing platforms (e.g., Zoom, Microsoft Teams), and other digital tools to manage your sales pipeline and communicate with clients.
• Problem-Solver:
  • Ability to overcome objections and think critically to find solutions that meet client needs.
• Integrity:
  • High ethical standards, a commitment to customer satisfaction, and a strong desire to help others.

Job Tags

Similar Jobs