Remote Financial Services Specialist

Job Description

REQUIREMENTS

• Active Life & Health Insurance License, or ability to obtain before working with clients
• Nursing (RN/NP), healthcare, case management, or patient education background preferred but not required
• Insurance sales or client-facing financial services experience preferred
• Strong communication and presentation skills in virtual settings
• Comfortable using Zoom, Google Meet, and online scheduling tools
• Organized, self-directed, and comfortable working remotely

RESPONSIBILITIES

• Conduct remote consultations to assess client protection needs
• Educate clients on life insurance products, including Term, Whole Life, and Indexed Universal Life, in accordance with licensing and company compliance standards
• Provide general education on college funding and retirement planning topics within the scope of the role and applicable licensing requirements
• Mantain accurate records and follow company policies and regulatory requirements
• Build long-term client relationships through follow-up and ongoing service
• Participate in training, team meetings, and virtual client appointments

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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