Note: The job is a remote job and is open to candidates in USA. The Lyons Agency is seeking an Account Representative / Life Insurance Agent to connect with prospective clients, understand their needs, and help them choose appropriate life insurance coverage. The role also involves maintaining client relationships, managing sales activity, and working toward production goals.
Responsibilities
- Connect with prospective clients who have requested information about life insurance
- Conduct virtual or phone-based consultations to understand clients' needs
- Educate clients on available life insurance options and help them find appropriate coverage
- Build and maintain strong client relationships
- Follow up consistently with prospective and existing clients
- Manage your daily schedule, appointments, and sales activity
- Work toward personal and team production goals
- Maintain professionalism and follow all applicable insurance regulations
Skills
- Must be currently licensed to sell life insurance OR willing to obtain a life insurance license
- A go-getter attitude with a strong desire to succeed
- Self-motivated and able to work independently
- Someone who takes initiative rather than waiting to be told what to do
- Strong communication and people skills
- Coachable, competitive, and willing to learn
- A strong work ethic and willingness to put in the effort required to reach your goals
- If you're a self-starter, problem-solver, goal-oriented, and willing to do what it takes to succeed
- Previous sales, customer service, insurance, or financial services experience
Benefits
- 100% remote — work from home
- Flexible scheduling
- 1-on-1 training and ongoing development
- Supportive leadership and mentorship
- A positive, team-oriented culture
- Proven systems and resources to help you succeed
- Opportunities for personal and professional growth
- The ability to build your own book of business and long-term career
- Unlimited earning potential
Company Overview