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WFH CSR Protection Planning Specialist

EXTRA HOLIDAYS - EXTRA PARENTAL LEAVE - FULLY FLEXIBLE
Remote: 
Full Remote
Contract: 
Experience: 
Senior (5-10 years)
Work from: 

Offer summary

Qualifications:

Genuine desire to help others, Strong communication and interpersonal skills, Ability to work independently and in teams, Commitment to integrity and ethical conduct.

Key responsabilities:

  • Make daily warm sales calls
  • Identify clients' financial needs and explain supplemental benefits
  • Deliver outstanding customer service and maintain retention
  • Communicate ongoing updates and support throughout application process
  • Adhere to industry regulations while servicing policies
American Income Life: AO logo
American Income Life: AO Insurance Large https://aoworkfromanywhere.com/
1001 - 5000 Employees
See more American Income Life: AO offers

Job description

Logo Jobgether

Your missions

 

🚀 Remote Opportunity: Become a Personal Producer – Help Protect Families While Working from Home!

Are you searching for a work-from-home opportunity where you can grow within a company, make a real difference, and uphold strong ethical values? If you’re passionate about helping others and positively impacting lives, we want you on our team!

We’re looking for motivated individuals to join us as Personal Producers, focused on providing financial protection for families. No experience in the insurance industry? No problem! We’ll guide you every step of the way.


Why Join Us?
  • Make a Difference: Protect families and children through financial services—providing peace of mind and security to those who need it most.
  • Work from Home: Enjoy the convenience and flexibility of remote work, allowing you to balance your career and personal commitments in a comfortable, productive environment.
  • Opportunity for Growth: We value your potential! Join a company that offers endless opportunities for advancement and personal development.
  • Help Others: Use your skills to assist families in securing their financial futures with confidence, guiding them through life’s uncertainties.
  • Integrity Matters: Uphold the highest standards of honesty, transparency, and trustworthiness in every interaction with clients.

Qualifications:
  • A genuine desire to help others and make a positive impact.
  • Strong communication and interpersonal skills.
  • The ability to work independently and in team settings.
  • A commitment to integrity and ethical conduct in all professional dealings.

Your Responsibilities:
  • Make daily warm sales calls from our extensive membership database.
  • Identify the financial needs of clients and explain the importance of supplemental benefits.
  • Deliver outstanding customer service and maintain member retention.
  • Keep ongoing communication with members throughout the application process—answer questions, provide updates, and offer support.
  • Offer continuous support after policies are in place, including policy reviews, beneficiary updates, and claims assistance.
  • Adhere to industry regulations and maintain ethical standards while servicing life insurance policies.

Ready to Start Your Journey?

If you’re excited about a rewarding career where you can work remotely, help others, and grow with a company that values integrity and compassion, we encourage you to apply now!

Take the first step toward making a meaningful impact by protecting families and children through financial services. Don’t miss out—become part of a team that’s dedicated to supporting those who need it most.


Apply Today and Start Making a Difference!

Note: We currently cannot hire non-U.S. residents or citizens. Applicants must be legally authorized to work in the U.S.

Required profile

Experience

Level of experience: Senior (5-10 years)
Industry :
Insurance
Spoken language(s):
Check out the description to know which languages are mandatory.

Soft Skills

  • Verbal Communication Skills
  • Personal Integrity
  • Problem Solving
  • Social Skills
  • Teamwork
  • Customer Service
  • Sales Acumen

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