Remoote.app

Work from anywhere. Start here.

JobsFree resume builderCompaniesLog in

PR Financial

Planright is an independent marketing organization (IMO) in the financial services industry; specifically in the insurance marketplace. We serve clients by acting as their independent advisor and broker for products in life insurance, health insurance, retirement, annuities, medicare, senior benefits and more.Planright is remaking the industry for agents by agents. Each agent owns their book of business. We would love for you to join us!

Related companies:

🏢 Plan Right Financial LLC
🏢 Yellowstone Life Insurance Agency, LLC
🏢 Ethos Life

Jobs at this company:

Apply
🔥 Life Insurance Broker
Posted 2024-10-26

📍 Blue Springs, MO

🧭 Full-Time

💸 75000 - 135000 USD per year

🔍 Life Insurance

  • Willingness to be trained in the company's proven platform of success.
  • Preferred: A track record with good work ethic and a sense of responsibility.

  • Obtain a state license - support will be provided.
  • Participate in a 30-minute conference call five days a week once licensed.
  • Conduct frequent client visits remotely.

Communication SkillsAnalytical SkillsCollaboration

Posted 2024-10-26
Apply
Apply
🔥 Area Sales Manager
Posted 2024-10-26

📍 Austin, TX

🧭 Full-Time

💸 71078 - 155108 USD per year

🔍 Financial services, insurance

  • Great interpersonal, communication, leadership, and management skills.
  • Must be 18 years or older.
  • Active driver's license required.
  • Must be coachable, detail-oriented, and a team player.
  • Possess outstanding interpersonal and communication skills.
  • An active Life Health insurance license is a strong bonus but not required.
  • Previous customer service experience preferred.

  • Evaluate new customers' insurance needs, insurance risk, existing coverage, long-term goals, and financial status through consultations.
  • Provide warm and professional customer service while onboarding new clients and maintaining existing clients.
  • Handle booking appointments, inquiry response, insurance eligibility, claim submissions, questions concerning billing, and insurance policies.
  • Ensure all paperwork is up to date while maintaining records and bookkeeping.

Leadership

Posted 2024-10-26
Apply