Key Facts

Remote From:

Full time

English

Hard Skills

Lead Generation Mortgage Loan Closing Application Development Sales Management Zoom (Video Conferencing Tool) Consultative Selling Customer Relationship Management Organizational Structure

Other Skills

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Customer Service
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Needs Assessment
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Communication
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Time Management
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Teamwork
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Detail Oriented
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Empathy
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Relationship Building
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Self-Motivation

Roles & Responsibilities

Excellent communication skills and a genuine interest in helping people
Knowledge of Zoom and dialing applications
Active life and health insurance license preferred; willingness to obtain license and support available if not licensed
No prior experience required; comprehensive training and ongoing support provided

Requirements:

Proactively follow up on leads and manage the end-to-end sales process
Recommend personalized solutions aligned with clients' goals and needs
Process applications and ensure all necessary documentation is completed accurately
Set up online virtual appointments for all services provided

Job description

Job Overview

We're seeking motivated individuals to join our remote team. In this role, you'll work with warm leads, guide clients through the decision-making process, and provide solutions that help families secure their financial future. If you're driven, organized, and skilled at building trust, this could be the right opportunity for you.
Key Responsibilities

Proactively follow up on leads – responsible for the end-to-end sales process.
Recommend personalized solutions that align with each client's goals and needs.
Process applications and ensure all necessary documentation is completed accurately.
Provide exceptional customer service to build and maintain long-term client relationships.
Set up online virtual appointment for all service provided
What Makes You a Great Fit
No previous experience? No problem—we'll give you the training and support you need to succeed.
Great communication skills and a genuine interest in helping people.
Knowledge in using Zoom and dialing applications.
Active license in life and health insurance is highly preferred. If not, we assist in license processing.

Perks & Opportunities

100% Remote / Work from Home setup
Earned Flexible schedule for better work-life balance.
This role offers an uncapped commission plus bonuses that is paid weekly.
Opportunity for long-term residual income potential, giving you unlimited earning potential based on your work ethic.
Recognition, bonuses, and all-expense-paid incentive trips.
Health benefits available after 90 days.
Comprehensive training program provided - no prior experience required
Opportunities for career growth and leadership development.
Be part of a supportive, award-winning team culture
Leads are provided

How to Apply
If you're ready to start a rewarding career helping clients while enjoying the freedom of remote work, we'd love to hear from you! Submit your application today and take the first step toward building a career where you can make a difference.

Ready to apply?

APPLY

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