Financial Protection Advisor

Handle inbound and outbound calls to potential and existing clients, answering inquiries and assisting with product recommendations.

Schedule appointments and assist clients in selecting life insurance products tailored to their needs and budget.

Present products through Zoom calls to guarantee understanding for each client

Complete applications and meet underwriting requirements efficiently.

Handle various administrative tasks related to client accounts

• 18 years of age or older

• Passion for service: A genuine desire to help other achieve financial stability

• Strong communication skills: verbal and written, with an ability to engage and build rapport with clients.

• Motivated and ambitious, with a competitive drive and ambition to achieve

• High-speed internet connection, and a dedicated workspace for remote work