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Virtual Insurance Onboarding Specialist

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Job Description - Virtual Insurance Onboarding Specialist

Make a Difference for the Loved Ones Left Behind

We’re proud of our legacy as a unionized company, helping to protect families since 1951. As a Licensed Life/Health Insurance Agent, you will be at the forefront of providing essential insurance products to clients, ensuring their peace of mind and financial security.

We specialize in working with veterans, union members, and their families, providing leads at no extra cost to you. If you are passionate about helping others and want to grow your own business while planning for your retirement, we are the right place for you. We offer opportunities for advancement and can help you build a successful career as you grow your own hierarchy within the company.


What We Offer:

  • Commission-Based Pay: Earn commission, bonuses, and residuals for every sale you close.
  • Flexible Schedule: Control your work-life balance with the ability to work from home and set your own hours.
  • Work-from-Home: Enjoy the freedom and convenience of working remotely.
  • Full Training & Support: We assist you in obtaining your Life & Health Insurance License if needed and provide training to help you succeed.
  • Retirement Planning: Build a career with the opportunity to plan for your future and secure a stable income.


Responsibilities:

  • Sales Presentations: Conduct virtual sales presentations with eligible clients, using approved governmental guidelines to assess coverage needs and sell life/health insurance plans.
  • Engage Clients: Reach out to seniors, veterans, union members, and referrals to understand their insurance needs and offer tailored plans.
  • Qualify & Close Sales: Assess client needs, qualify prospects, and close sales to meet targets and provide value.
  • Use Technology: Leverage mobile apps and virtual meeting platforms to conduct sales meetings and presentations efficiently.
  • Ongoing Relationship Building: Cultivate and maintain relationships with new and existing clients to ensure long-term success and client satisfaction.


Required Qualifications:

  • Active Health & Life Insurance License (or the willingness to obtain one): We can assist you with obtaining a resident or non-resident license if you don’t already have one.
  • Excellent Communication Skills: Strong interpersonal, communication, and presentation skills to effectively engage clients.
  • Self-Motivation: Ability to work independently and stay motivated to meet and exceed sales targets.
  • Tech-Savvy: Comfortable using mobile applications and virtual meeting platforms for client interactions and sales presentations.
  • Relationship Building: Ability to establish rapport with clients and create long-lasting professional relationships.


Preferred Markets:

  • Veterans
  • Union Members

These markets are our primary focus, and we provide the leads with no extra fees, allowing you to focus on what matters – helping clients secure their future.


Why Join Us?

  • Trusted Brand: As a member of a Fortune 500 company and a unionized business, we have a strong reputation and a proven track record of success.
  • Impactful Work: Help families protect their futures while building a rewarding career.
  • Supportive Environment: We are committed to your success and will assist you with training and obtaining the necessary licenses to grow in the role.


Ready to Make a Difference?

If you're confident, enthusiastic, and motivated to help people protect their futures, we want to hear from you! Apply today to become part of our team and start your journey toward financial success.

Original job Virtual Insurance Onboarding Specialist posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
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