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Choate Agency

Sells life insurance and mortgage protection

Sales Agent

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

About the Job

Requirements

  • The role is open to candidates with no prior experience; training is provided.
  • Candidates who do not already have an insurance license will receive help obtaining one.
  • Candidates must be US residents.
  • Candidates should be able to build trust and communicate value to clients.
  • Candidates should be self-motivated and disciplined.

Responsibilities

  • Build relationships with clients and guide them toward financial protection solutions.
  • Conduct online presentations and consultations by Zoom or phone.
  • Sell financial products including Indexed Universal Life policies, annuities, term life, whole life, universal life, and other life and health insurance products.
  • Connect with pre-qualified leads and offer customized financial solutions.
  • Educate clients about life and health insurance options, policy features, costs, and benefits.
  • Conduct needs assessments to identify coverage gaps and recommend appropriate insurance products.
  • Review existing policies to ensure they continue to align with client objectives.
  • Assist clients with claims and provide ongoing policy servicing.
  • Maintain accurate and detailed records of sales activity and client interactions.
  • Meet and exceed personal sales targets and contribute to team-wide success.

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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