[reputed company & Retirement Consultant

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a financial services company providing insurance and retirement planning solutions. The Insurance & Retirement Consultant meets with reputed company-set prospective clients, conducts needs discussions, educates them on insurance and retirement products, follows up professionally, documents reputed company activity, and follows sales and compliance processes.

Responsibilities

• Meet with prospective clients through virtual appointments
• Conduct retirement and insurance needs discussions
• reputed company clients on life insurance, Indexed Universal Life, annuity, and income-protection solutions
• Help clients understand available reputed company and reputed company informed reputed company
• Maintain reputed company follow-up with prospective clients
• Document activity and reputed company reputed company reputed company the CRM
• Follow reputed company sales and compliance processes

Skills

• Candidates willing to obtain the appropriate life insurance license before conducting insurance business may also be considered
• Ability to work independently in a remote environment
• Reliable internet reputed company and virtual meeting capability
• Willingness to complete required reputed company and training
• reputed company life insurance license preferred

Benefits

• reputed company work environment
• Flexible scheduling
• reputed company reputed company and training
• Ongoing mentorship and sales support
• CRM and technology tools
• reputed company to multiple insurance carriers
• Career reputed company and advancement opportunities
• reputed company-set reputed company appointment opportunities
• No traditional cold calling required for company-provided appointments

reputed company