Customer Service Advisor Remote

Position Overview:  You will play a crucial role in helping individuals and families protect their financial futures by offering a range of life insurance products. This is a commission-based position with flexible hours, allowing you to build your own business while making a positive impact on your clients’ lives.

You will be responsible for building and managing client relationships, conducting needs assessments, and offering suitable life insurance products that align with clients' needs. This is a remote role that focuses on working directly with individuals, families, and groups to ensure they are covered with the right life insurance policies.

Key Responsibilities:

1. Sales and Business Development:

   • Conduct virtual meetings with potential clients to understand their financial goals and needs.
   • Present life insurance products and tailor recommendations based on clients’ needs assessments.
   • Build and maintain a client base through referrals, networking, and outreach.
   • Achieve sales targets and maintain high performance standards.

2. Client Education and Consultation:

   • Provide clients with detailed information about life insurance options, benefits, and premiums.
   • Help clients understand how life insurance can fit into their broader financial planning goals.
   • Address any questions or concerns regarding coverage and policy details.

3. Lead Generation and Follow-up:

   • Work with leads generated through the company's marketing efforts, including direct mail, phone calls, and referrals.
   • Conduct follow-up calls and meetings to close sales and convert prospects into clients.

4. Administrative and Compliance Duties:

   • Accurately complete all necessary paperwork and applications for life insurance policies.
   • Ensure compliance with all state and federal regulations.
   • Maintain client records and ensure policies are processed correctly.

5. Ongoing Client Support:

   • Provide after-sale service, assisting clients with policy changes or claims as necessary.
   • Build lasting relationships to encourage referrals and future sales.

Key Qualifications:

• Sales Experience: Previous experience in sales, customer service, or insurance is preferred but not required.
• Self-Motivation: Ability to work independently and manage your schedule effectively.
• Strong Communication Skills: Must be able to communicate clearly and persuasively, both in person and virtually.
• Goal-Oriented: Ability to meet sales targets and take initiative in generating leads and closing sales.
• Problem-Solving: Ability to assess clients' needs and recommend the most appropriate solutions.
• License Requirements: Depending on the state, you may be required to obtain a state life insurance license (AIL provides support for licensing).

Why Work Here?

• Competitive Compensation: Agents have the potential to earn high commissions based on performance, with opportunities for bonuses and incentives.
• Training and Support: AIL offers comprehensive training programs to help you get licensed and become proficient in selling life insurance.
• Work Flexibility: You can work remotely and have a good work/life balance. 
• Growth Opportunities: Opportunities for career advancement, including leadership and management roles for top performers.

Work Environment:

• Work-from-home flexibility.
• Access to a team of supportive professionals and ongoing training to help you grow in your role.
• A client-focused and consultative sales approach that emphasizes relationship-building over cold selling.

Note: Equal opportunity employer and encourages applicants from all backgrounds to apply. THIS IS A 100% PERFORMANE BASED POSITION. MUST RESIDE IN THE USA. 

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