Note: The job is a remote job and is open to candidates in USA. CGH Group is an insurance organization that provides independent agents with access to multiple carriers, training, mentorship, technology, and underwriting support. The Sales Agent will advise prospective clients on life insurance solutions, manage the sales process from consultation through placement, and build a long-term book of business remotely.
Responsibilities
- Speak with prospective clients by phone or video
- Understand their financial goals, family needs, budget, and existing coverage
- Review appropriate insurance solutions from multiple carriers
- Run quotes and explain available options clearly
- Help clients make informed coverage decisions
- Complete and submit applications
- Follow cases through underwriting and placement
- Maintain long term client relationships
- Manage appointments, follow up, and your sales pipeline
- Build and own your book of business
Skills
- Currently hold an active life insurance license
- Have experience selling life insurance or related financial products
- Have experience with mortgage protection, final expense, annuities, Medicare, retirement products, or similar solutions
- Are comfortable conducting sales appointments by phone or video
- Know how to build trust and identify client needs
- Are self motivated and comfortable working independently
- Are coachable and open to improving your sales process
- Want greater control over your earning potential
- Want to build and own a long term book of business
Benefits
- Daily live training and professional development
- Proven scripts, processes, and sales systems
- CRM and technology resources
- Access to multiple insurance carriers
- Underwriting and case support
- Coaching and mentorship
- Direct access to experienced producers
- Training from top producing agents
- Leadership development opportunities
- Infrastructure designed to help independent agents grow
- Uncapped earning potential
- Strong production based bonus opportunities
- Residual income potential
- Ownership of your book of business
- No requirement to build your business around your personal warm market
- No requirement to build your business around recruiting
- Daily coaching and mentorship
- Direct access to experienced leadership and top producers
- Fully remote flexibility
- Opportunity to grow into leadership and build a team
Company Overview