We are looking for motivated Licensed Life Insurance Agents who are ready to take their careers to the next level while enjoying the flexibility and freedom of remote work.
Responsibilities
Consult with clients to assess their insurance needs & recommend suitable coverage
Educate clients on policy options and help them make informed decisions
Manage the full sales cycle from prospecting to closing deals
Maintain relationships with clients and provide ongoing policy support
Stay up to date with industry trends and product knowledge
Licensed Life Insurance Agent responsible for consulting clients, educating them on policy options, managing the full sales cycle, maintaining client relationships, and staying current with industry trends.
Responsibilities
Consult with clients to assess their insurance needs & recommend suitable coverage
Educate clients on policy options and help them make informed decisions
Manage the full sales cycle from prospecting to closing deals
Maintain relationships with clients and provide ongoing policy support
Stay up to date with industry trends and product knowledge
Account Manager responsible for selling and implementing the Citizen Insurance product to nursing homes, managing enrollment, training, and ongoing support.
Responsibilities
Serve as Sales representative in the defined area
Partner with sales team to promote product
Identify leads and opportunities
Educate nursing home staff
Conduct presentations and training
Requirements
Bachelor's Degree or equivalent work experience in related field
High school diploma or equivalent
Nice to have: Bachelor's Degree or equivalent work experience
The Financial Planning Specialist works with Financial Advisors to gather all applicable data and prepare and explain financial plans to clients and prospects. This position assists branch offices using MoneyGuide.
Responsibilities
Responds to inbound phone calls from Financial Advisors and members of their team
Communicate with Financial Advisors (and possibly clients) to obtain all necessary information for financial plan preparation
Creates various levels of financial plans ranging from fundamental analysis to complex, comprehensive plans using MoneyGuide
Reviews and explains in detail the completed financial plans to Financial Advisors
Provides branches with support and training (via in-person, Zoom, or conference call) on MoneyGuide and financial planning best practices
Requirements
Business Degree in a related field or equivalent work-related experience
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