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Choate Agency

Sells life insurance and mortgage protection

Sales

Insurance Sales & AgencyPosted on Nov 13
Part-timeRemote in USA

About the Job

Requirements

  • Applicants must be current U.S. residents authorized to work in the United States.
  • A life insurance license is required, although no license is needed to apply.
  • Applicants must be self-directed and coachable; income depends on individual effort, time invested, and follow-through.

Responsibilities

  • Contact families who have requested information about life insurance using warm leads; the posting states that there is no cold calling.
  • Use the provided sales process and customer relationship management platform to present life insurance solutions.
  • Help families protect their financial futures through life insurance, including mortgage protection, final expense, and retirement planning.

Desired Qualifications

  • Prior corporate experience applying professional communication, time management, client relationship building, structured processes, and customer relationship management tools.
  • Interest in building a team through the optional leadership path.

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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