Note: The job is a remote job and is open to candidates in USA. PSI Groups is expanding its nationwide life insurance sales organization within the financial services industry. The role involves conducting virtual consultations, identifying client needs, presenting insurance solutions, managing client relationships, developing a book of business, and participating in ongoing sales and leadership training from home.
Responsibilities
- Meet virtually with individuals and families seeking life insurance protection
- Conduct professional consultations by phone and video from your home office
- Learn to identify client needs and present appropriate insurance solutions
- Follow a structured sales and client follow-up process
- Develop and manage your own book of business
- Utilize technology and digital tools to manage clients, applications, and daily activity
- Participate in ongoing sales, product, leadership, and professional development training
- Build toward additional leadership and business-development opportunities based on performance
Skills
- Strong candidates are typically:
- Confident and professional communicators
- Comfortable speaking with prospective clients by phone and video
- Self-motivated and able to work independently from home
- Coachable and willing to follow a structured sales process
- Organized, disciplined, and accountable
- Comfortable working in a performance-driven environment
- Interested in developing a long-term career in financial services
- Willing to obtain the required state insurance license
- Previous insurance experience is not required
- State insurance license required
Benefits
- Work from home
- Flexible working schedule
- Ongoing sales, product, leadership, and professional development training
- Licensing guidance and assistance for qualified candidates
- Mentorship and ongoing support
- Technology and digital tools provided
- Sales resources provided
- Leadership development opportunities
- Performance-based bonus opportunities
- Access to established insurance-industry resources, technology, carrier relationships, and infrastructure
Company Overview