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Virtual Life Insurance Agent

Remote: 
Full Remote
Contract: 
Work from: 

Offer summary

Qualifications:

Current Life Insurance License required, Strong problem-solving skills with attention to detail, Ability to work independently, Passion for helping people.

Key responsabilities:

  • Build and maintain strong client relationships
  • Assess clients' insurance needs and goals
  • Provide personalized insurance recommendations
  • Educate clients on life insurance options
  • Assist clients in completing applications and documentation
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

Join Yellowstone Life Insurance Agency, an Integrity Company, as a Virtual Life Insurance Agent! This position allows you to work 100% from home, offering both full-time and part-time opportunities to fit your lifestyle.

As a Virtual Life Insurance Agent, you will provide essential support to individuals and families seeking life insurance coverage. Our unique lead generation platform connects you with clients who have actively expressed interest in purchasing life insurance. There is no cold calling involved!

Your role will include assessing clients' insurance needs, educating them about various policy options, and guiding them through the application process. If you are passionate about helping others and are driven to succeed, this opportunity is perfect for you to thrive within a reputable insurance agency.

This is a 1099 Independent Contractor position, giving you the flexibility to manage your own schedule.

Responsibilities:
  • Build and maintain strong relationships with clients, serving as their main point of contact for insurance inquiries.
  • Conduct thorough assessments of clients' insurance needs and financial goals.
  • Provide personalized insurance recommendations based on individual circumstances and risk tolerance.
  • Educate clients about the features, benefits, and limitations of different life insurance policies.
  • Assist clients in completing applications and gathering necessary documentation.
  • Follow up with clients regularly to review their policies and address any questions or concerns.
  • Coordinate with insurance carriers and underwriters to ensure smooth policy issuance.

Requirements

  • Strong enjoyment of helping people.
  • Excellent communication and interpersonal skills.
  • Ability to build rapport quickly and effectively.
  • Strong problem-solving skills with attention to detail.
  • Self-motivated and able to work independently.
  • A current Life Insurance License is required (candidates without a license may be considered, but must obtain one within 60 days, typically costing around $200).

Benefits

Freedom & ability to work virtually

Required profile

Experience

Industry :
Insurtech: Insurance + Technology
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Detail Oriented
  • Verbal Communication Skills
  • Self-Motivation
  • Social Skills
  • Relationship Building
  • Motivational Skills

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