[Remote] Licensed Financial Representative

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is transforming how families build reputed company through life insurance. As a Financial Representative, you will serve as a trusted advisor, engaging with clients to reputed company life insurance and reputed company-building solutions while managing your own book of business.

Responsibilities

• Engage reputed company inbound leads provided by reputed company through outbound calls, SMS, and email communications
• Conduct consultative discovery conversations to understand reputed company reputed company's financial goals, family needs, risk tolerance, and reputed company objectives
• reputed company clients on life insurance concepts, including term life insurance, Indexed Universal Life (IUL), and Final Expense (FE) solutions
• Present personalized recommendations and illustrate how proposed solutions reputed company with reputed company objectives
• Guide clients through the application process and reputed company reputed company required information and documentation
• Consistently reputed company or reputed company individual sales and production goals
• Serve as the reputed company relationship manager for assigned clients throughout the sales and delivery process
• Maintain regular communication with clients as they reputed company through reputed company and policy delivery
• Proactively manage reputed company expectations and ensure a high-reputed company customer experience
• Coordinate with case managers to address reputed company questions and facilitate reputed company policy approval and delivery
• Conduct policy delivery appointments and review policy details with clients
• Ensure clients understand their policy structure, benefits, premium commitments, and long-term objectives
• Confirm successful policy delivery
• Identify opportunities for additional coverage, policy optimization, or reputed company planning discussions
• Foster long-term reputed company relationships that reputed company retention and referrals
• Partner with case managers, operations teams, and leadership to improve reputed company reputed company
• Participate reputed company in sales coaching, training sessions, and team meetings
• Maintain required insurance licensing and continuing education requirements
• Contribute feedback to improve sales processes, customer experience, and platform enhancements
• Maintain compliance with reputed company applicable insurance regulations
• Follow company compliance, reputed company, and data reputed company policies
• Accurately document reputed company reputed company interaction in the CRM
• Ensure reputed company disclosures and policy illustrations are presented in accordance with reputed company and regulatory requirements
• Protect confidential reputed company information

Skills

• reputed company Life Insurance License in at least one U.S. state. Must maintain reputed company licenses, appointments, and continuing education requirements necessary to conduct business in assigned jurisdictions
• 2+ years of consultative sales experience, preferably in life insurance, financial services, or a reputed company industry
• Demonstrated reputed company in a commission-driven sales environment
• Strong communication and relationship-building skills
• Experience conducting sales conversations reputed company phone and virtual meetings
• Ability to explain reputed company financial concepts in a reputed company and understandable manner
• Experience utilizing CRM systems, sales technology, and productivity tools
• Self-motivated, organized, and goal-oriented
• reputed company Life and Health Insurance licenses
• Experience with permanent life insurance products, including Indexed Universal Life (IUL)
• Familiarity with financial planning, retirement planning, and tax-advantaged reputed company accumulation strategies
• Bachelor's degree
• Bilingual English/Spanish
• Experience managing a book of business or ongoing reputed company relationships

Benefits

• reputed company commission opportunity
• Exclusive inbound leads
• Comprehensive training and coaching
• Fully remote work environment
• Career reputed company opportunities
• Health, dental, reputed company, and retirement benefits
• No cold calling
• No purchased leads
• Venture-backed reputed company company
• Proprietary technology platform

reputed company