Note: The job is a remote job and is open to candidates in USA. Wilbur Smith Agency is seeking ambitious individuals ready to thrive in the world of financial services from the comfort of home. The role involves engaging warm leads, conducting virtual consultations, and educating clients on life insurance and retirement solutions.
Responsibilities
- Master our products and systems to deliver a top-tier client experience
- Engage warm leads - follow up with clients who’ve shown prior interest
- Conduct virtual consultations via Zoom and phone during the sales cycle
- Serve as the link between corporate updates and client communication
- Collaborate with clients and team members to address inquiries and solutions
- Meet promotional targets to unlock growth opportunities
- Maintain compliance with state licensing regulations
- Participate in weekly Zoom team meetings
- Build your client base through company-generated leads or you can self-generate your own leads
- Educate new and existing clients on life insurance and retirement solutions
Skills
- Life & Health license required (don't have one? We'll guide you through it)
- Must be physically located within the United States
- Clear, confident communicators who know how to listen and connect
- Highly motivated, coachable professionals with a go-getter mindset
- Resilient, optimistic problem-solvers ready to grow
Benefits
- Health, Dental & Vision Benefits
- Remote Freedom
- Lead Support
- Continual Growth
Company Overview
It was founded in undefined, and is headquartered in , with a workforce of 2-10 employees. Its website is https://sfglife.com/.
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