Prior Experience NOT Required
Fully Remote
Full-Time & Part-Time Roles Available
The Business Development Insurance Agent is responsible for helping individuals and families choose the right life insurance policies to secure their financial future. The role involves prospecting for new clients, explaining policy options, and providing personalized insurance solutions based on the client’s needs. Life Insurance Agents serve as trusted advisors and play a key role in building long-term customer relationships.
Key Responsibilities:
1. Sales and Prospecting
Identify and contact potential customers through networking, warm leads, referrals, and marketing campaigns.
Schedule and conduct meetings with clients to understand their insurance needs and financial goals.
Recommend suitable life insurance products and riders.
2. Policy Advisory and Customization
Explain various types of life insurance policies and riders in a clear and simple manner.
Customize insurance solutions based on the client’s life stage, income, and risk profile.
3. Client Relationship Management
Provide ongoing customer service and support, including policy renewals, claims assistance, and policy updates.
Develop long-term relationships with clients through trust and consistent service.
4. Documentation and Compliance
Assist clients with completing applications and submitting necessary documentation.
Ensure compliance with company policies, legal requirements, and regulations.
5. Reporting and Training
Maintain records of sales, leads, and client interactions.
Participate in training sessions and workshops to stay updated on products and regulations.
Qualifications & Skills:
Prior Experience NOT Required
Will train and assist in the licensing process
Skills:
Strong interpersonal and communication skills.
Persuasive and goal-oriented.
Ability to understand financial products and explain them simply.
Self-motivated and disciplined.
Basic computer knowledge and familiarity with digital tools.
