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Choate Agency

Sells life insurance and mortgage protection

Sales Representative

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-timeRemote in USA

About the Job

Requirements

  • Applicants must have a strong work ethic and growth mindset.
  • Applicants must be coachable and willing to follow a proven system before improving on it.
  • Applicants must have reliable internet, a smartphone, and a computer or tablet.
  • A Life and Health license is required to sell, but may be obtained after hire.
  • Applicants must currently reside in the United States and have work authorization; visa sponsorship is not available.
  • Applicants must be at least 18 years old and able to pass a background check.
  • No prior insurance experience is required.

Responsibilities

  • Respond to inbound client inquiries from the exclusive lead platform.
  • Conduct phone and virtual appointments with families.
  • Recommend appropriate protection solutions and guide clients through the application process.
  • Follow the sales and leadership development system.
  • Track pipeline and activity in the customer relationship management system.
  • Advance into leadership and build a team as the business grows.

About the Company

Choate Agency

Sells life insurance and mortgage protection

Choate Agency sells life insurance to individuals and families across the United States through licensed agents who work remotely. The agency focuses on mortgage protection, coverage meant to give a family financial security for its home should tragedy strike, along with term life, final expense and retirement income products. It is a partner agency of Symmetry Financial Group, an insurance marketing organization owned by Quility Insurance, through which its agents can offer policies from several insurers rather than one. Agents hold needs-based conversations with families who have requested coverage information and close the sale, while the agency provides back-office support for contracting and case management.

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