Virtual Insurance Sales Consultant
Day-to-Day
- Reaching out to potential clients that have previously requested coverage with our company and scheduling meetings.
- Digging into the information the client provided to customize options to meet their financial needs in the case of a death or disability.
- Making appointments to meet with clients either virtually or in-person to present their options, discuss the details of the coverage, and assist them in applying for coverage.
- Following up with insurance carriers to facilitate client applications through underwriting.
Requirements
- Coachable, challenge-seeking, self-disciplined individuals with a growth mindset.
- A passion for people.
What We Do
We serve people by sitting with our clients (in person or virtually) and taking a deep dive into their financial situation. We protect our clients by partnering with top-rated insurance companies to customize a plan that provides a personalized solution to protect their largest asset: the ability to make an income. We grow by being a personal development company that makes a generational impact in the lives of our clients, our agents, and our community!
Equal Opportunity
No agent's success, earnings, or production results should be viewed as typical, average, or expected. Not all agents achieve the same or similar results, and no particular results are guaranteed. Your level of success will be determined by several factors, including the amount of work you put in, your ability to successfully follow and implement our training and sales system and engage with our lead system, and the insurance needs of the customers in the geographic areas in which you choose to work.