Note: The job is a remote job and is open to candidates in USA. Shield Financial is seeking an Inside Sales Representative to work as a flexible, part-time remote life insurance agent. The role involves generating leads, assessing client needs, presenting tailored life insurance solutions, building client relationships, tracking sales activity, and maintaining regulatory compliance.
Responsibilities
- Lead Generation & Prospecting : Leverage our exclusive platform to connect with individuals who have shown interest in our life insurance products, allowing you to focus on engaging and serving your clients
- Client Engagement : Present and promote life insurance solutions by conducting thorough needs assessments, helping clients make informed decisions that align with their financial goals and insurance requirements
- Relationship Building : Develop and nurture long-term relationships with clients through regular follow-ups and ongoing support, ensuring customer satisfaction and retention
- Training & Development : Participate in live, company-wide coaching sessions and gain hands-on experience from top-performing virtual sales reps, accelerating your learning and growth
- Sales Tracking : Utilize advanced tools to maintain accurate records of sales, client interactions, and progress toward individual goals
- Compliance : Ensure all activities comply with regulatory standards and company policies, safeguarding client information and upholding ethical practices
Skills
- Highly motivated with a goal-oriented mindset and the ability to work independently
- Strong communication and interpersonal skills to establish trust and rapport with clients
- Excellent time management, organizational, and prioritization skills
- Ability to offer solutions that address client concerns and fit within their budget
- Ability to build lasting relationships and a willingness to receive constructive feedback
- Must be willing to obtain a life insurance license (training and support will be provided)
- Previous industry experience is a plus but not required
Benefits
- Fully part-time remote role that can be done from the comfort of your own home
- Independence to manage your schedule
- Daily training and support from some of the top producers in the company
- Competitive compensation, including commission and bonus structures
- Comprehensive training through live sessions and online resources
- Mentorship from top producers
- A supportive and dynamic work environment focused on professional development
- Opportunities for career growth, including the ability to build and lead your own team
- Monthly performance-based bonuses
- Residual income paid on the anniversary of each client’s policy
Company Overview