WFH CSR Protection Planning Specialist
United States - Remote
Looking for a remote work opportunity where you can grow within a company, make a difference, and uphold strong ethical values? If you're passionate about positively impacting the lives of others, we want you on our team! We’re hiring motivated individuals to join us as personal producers focused on protecting families. No prior experience in the insurance industry? No problem! We’ll guide you through every step of the process.
Why Join Us?
- Make a Difference: Join a team dedicated to protecting 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 working remotely, allowing you to create a comfortable and productive work environment while balancing your personal commitments
- Opportunity for Growth: Grow with a company that values your potential and provides opportunities for advancement, allowing you to build a rewarding career while making a meaningful difference in the lives of others
- Help Others: Use your skills and expertise to assist families in securing their financial futures, providing them with the support and guidance they need to navigate life’s uncertainties with confidence
- Integrity: Uphold the highest standards of integrity in all aspects of your work, ensuring that every interaction with clients is based on honesty, transparency, and trustworthiness
Qualifications:
- Genuine desire to help others and make a positive impact on their lives
- Strong communication and interpersonal skills
- Ability to work independently and as part of a team
- Integrity and ethical conduct in all professional dealings
Responsibilities:
- Making daily warm sales calls from our large membership database
- Identifying the financial needs of our members and translating the importance and benefits of supplemental benefits products
- Provide excellent customer service and maintain retention
- Maintain ongoing communication with members throughout the application process, providing updates, addressing any concerns or questions, and offering support as needed.
- Provide ongoing support after their policies are in place, including policy reviews, beneficiary updates, and claims assistance.
- Adhere to all regulatory requirements and ethical standards governing the sale and servicing of life insurance policies.
If you’re ready to embark on a fulfilling career where you can work from home, help others, and grow with a company that values integrity and compassion, apply now! Take the first step towards a rewarding journey of making a difference in the lives of families and children through financial services. Don’t miss out on this opportunity to join a team that’s committed to making a meaningful impact. Apply today and become part of our mission to protect and support families and children in need!
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We currently cannot hire non-US Residents or Citizens. Individuals must be legally authorized to work in the US.
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Job Profile
Cannot hire non-US residents Cannot hire non-US residents or citizens Legally authorized to work in the US Must be legally authorized to work in the US Non-U.S. residents or citizens cannot be hired
Benefits/PerksFlexibility Life Insurance Make a difference Making a difference Ongoing support Opportunity for growth Remote work Work From Home
Tasks- Adhering to regulations
- Customer Service
- Identifying financial needs
- Maintaining communication
- Making sales calls
- Ongoing support
- Provide ongoing support
- Providing customer support
Communication Compassion Customer service Ethical conduct Financial Services Insurance Integrity Interpersonal Life Insurance Remote work Sales
Experience0 years
TimezonesAmerica/Anchorage America/Chicago America/Denver America/Los_Angeles America/New_York Pacific/Honolulu UTC-10 UTC-5 UTC-6 UTC-7 UTC-8 UTC-9