- Meet with clients virtually or in person to identify their financial protection needs.
- Educate clients on life insurance, retirement strategies, income protection, and legacy planning.
- Recommend solutions tailored to each client’s financial goals.
- Follow up with qualified leads provided by the company, while also developing your own referral and networking pipeline.
- Build and maintain long-term client relationships.
- Maintain accurate client records and assist clients throughout the application process.
- Participate in virtual training sessions, team meetings, and ongoing professional development.
- Conduct business with integrity, professionalism, and a client-first mindset.
Pay: $50,000.00 - $100,000.00 per year
Benefits:
Work Location: Remote
