Virtual Life Insurance Agent

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Requirements:

• Strong enjoyment of helping people.
• Excellent communication and interpersonal skills.
• Ability to build rapport quickly and effectively.
• Strong problem-solving skills with attention to detail.
• Self-motivated and able to work independently.
• A current Life Insurance License is required (candidates without a license may be considered, but must obtain one within 60 days, typically costing around $200).

Responsibilities:

• Build and maintain strong relationships with clients, serving as their main point of contact for insurance inquiries.
• Conduct thorough assessments of clients' insurance needs and financial goals.
• Provide personalized insurance recommendations based on individual circumstances and risk tolerance.
• Educate clients about the features, benefits, and limitations of different life insurance policies.
• Assist clients in completing applications and gathering necessary documentation.
• Follow up with clients regularly to review their policies and address any questions or concerns.
• Coordinate with insurance carriers and underwriters to ensure smooth policy issuance.