Remote Insurance Advisor – Pre-Qualified Leads Supplied Full Time NEW

Job Overview
We’re looking for service-oriented, self-driven professionals to join our growing team in a fully remote capacity. You’ll connect with teachers, school employees, and other education professionals in virtual meetings to review pension and retirement choices, empowering them to feel secure about their financial future.

Leads are provided and appointments are set in advance—no cold calling or outside prospecting. Your focus will be on explaining options clearly, earning trust, and helping clients choose insurance and retirement strategies that fit their needs.

This role offers flexible hours (part-time or full-time), competitive commission income, and the satisfaction of making a real impact on the lives of those who educate and support our communities. If you’re motivated to help others and enjoy meaningful online client conversations, we’d love to connect.

Responsibilities

• Advise Educators & Public Employees: Hold virtual consultations with teachers, school staff, and other public-sector professionals to review retirement plans and pension benefits.
• Provide Customized Solutions: Recommend insurance and financial strategies tailored to each person’s goals, guiding them toward confident, well-informed choices.
• Work from Pre-Set Appointments: Engage only with pre-qualified prospects—no cold calls or self-generated leads required.
• Cultivate Relationships: Foster long-term client trust by combining empathy, clear communication, and a service-first mindset.
• Maintain Accurate Records: Use digital CRM tools to log meetings, recommendations, and follow-ups for seamless client management.
• Stay Knowledgeable: Keep pace with new products, regulatory updates, and industry developments through continuous learning.
• Operate Independently: Organize your schedule and manage your client pipeline remotely, maintaining a professional and self-directed workflow.

Qualifications

• Life Insurance License: Current license preferred, or a willingness to earn one. Comprehensive training and guidance are provided for those not yet licensed.
• Exceptional Interpersonal Skills: Ability to build rapport, explain financial concepts clearly, and listen with empathy to client concerns.
• Tech Savvy: Comfortable conducting virtual meetings and managing client data through tools such as Zoom, CRM software, and email.
• Independent & Organized: Self-directed professional who can manage tasks and stay on track while working remotely.
• Relevant Background Welcome: Experience in sales, finance, education, or customer support is helpful but not mandatory.
• Integrity & Service Focus: Dependable, ethical, and motivated to help clients achieve lasting financial stability.
• Home Office Ready: Consistent high-speed internet and a reliable computer (desktop or laptop) required.

Job Types: Full-time, Part-time

Pay: $74,894.30 – $116,109.27 per year

Expected hours: 10 – 30 per week

Benefits:

• Flexible schedule
• Work from home

Work Location: Remote