C

Choate Agency

Sales Representative

Full-Time
$265k - $270k/yr+ Uncapped commissions + Performance bonuses
Entry
Remote in USA
RemoteMust be a US resident.
InsuranceInsurance Sales & Agency

About the job

Requirements
  • Must be a US resident.
  • No prior experience is required; training is provided.
  • Candidates without a license will receive help obtaining one.
  • Build trust and communicate product information clearly with clients.
  • Be disciplined and self-motivated.
Responsibilities
  • Build relationships with clients and guide them in securing their financial future.
  • Host virtual consultations by video or phone to present financial solutions.
  • Sell Indexed Universal Life policies, annuities, term, whole life, and universal life insurance products.
  • Connect with pre-qualified leads and provide customized financial solutions.
  • Educate clients about life and health insurance options, including policy features, costs, and benefits.
  • Conduct needs assessments, identify coverage gaps, and recommend insurance products.
  • Review existing policies to ensure they continue to align with client objectives.
  • Assist clients with claims and provide ongoing policy service.
  • Maintain accurate records of sales activity and client interactions.
  • Meet and exceed personal sales targets.

About the company

Company Size

N/A

Company Stage

N/A

Total Funding

N/A

Headquarters

N/A

Founded

N/A