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Virtual Life Agent

Remote: 
Full Remote
Contract: 
Work from: 

Offer summary

Qualifications:

Strong interpersonal and communication skills., Excellent problem-solving skills., Highly organized and detail-oriented., Motivated and able to work independently., Current Life Insurance License is required..

Key responsabilities:

  • Build and maintain client relationships.
  • Evaluate insurance needs and provide recommendations.
  • Educate clients on policy features and limitations.
  • Assist with applications and policy submissions.
  • Collaborate with carriers for clients' policies.
Yellowstone Life Insurance Agency logo
Yellowstone Life Insurance Agency Insurtech: Insurance + Technology SME https://www.YellowstoneLifeGroup.com
51 - 200 Employees
See more Yellowstone Life Insurance Agency offers

Job description

Yellowstone Life Insurance Agency an Integrity Company is seeking driven individuals, both full-time and part-time to join our team as a Virtual Life Insurance Agent. You will work 100% from the comfort of your home.

As a Yellowstone Virtual Insurance Agent, you will play a vital role in helping individuals protect their assets and loved ones by purchasing life insurance policies. There is No Cold Calling required. You will have access to our proprietary lead platform. Leads that are generated through our platform are made up of individuals and families who have requested to be contacted by an agent to review their need for a life insurance policy to protect their loved ones.

You will be responsible for maintaining relationships with clients, assessing their insurance needs, and providing personalized recommendations tailored to their specific circumstances. If you are a motivated self-starter with excellent communication skills and a passion for helping others, this is the perfect opportunity to join a reputable and established insurance agency.

 

This is a 1099, Independent Contractor opportunity.

 

Most of our full-time agents work Mon-Thursday with three day weekend. Most part-time agents work 2-3 evenings a week or weekend.  

Responsibilities
  • Build and maintain strong relationships with clients, acting as their primary point of contact for all insurance matters.
  • Assess and evaluate clients' insurance needs by conducting thorough interviews and understanding their financial goals and risk tolerance.
  • Provide comprehensive and personalized insurance recommendations based on clients' individual circumstances and coverage requirements.
  • Educate clients on the features, benefits, and limitations of different life insurance policies to help them make informed decisions.
  • Assist clients in completing insurance applications, collecting necessary documentation, and submitting policies for underwriting.
  • Follow up with clients at regular intervals to review their policies, address any questions or concerns, and make necessary adjustments to their coverage.
  • Collaborate with insurance carriers and underwriters to negotiate favorable terms and conditions for clients' policies.

Requirements

  • Enjoy helping people
  • Strong interpersonal and communication skills, with the ability to establish rapport quickly.
  • Excellent problem-solving skills and the ability to analyze complex information.
  • Highly organized with strong attention to detail.
  • Self-motivated with the ability to work independently and remotely
  • Current Life Insurance License is required (candidate may be considered without a license, but a license must be obtained within 60 days. To become licensed in most states will run around $200.).

Required profile

Experience

Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Social Skills
  • Communication

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