Remote Insurance Specialist Job at Brilliant Boss Human Resources Consultancy, United States

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  • Brilliant Boss Human Resources Consultancy
  • United States

Job Description

Qualifications

  • Active life insurance license or willingness to obtain one (guidance provided)
  • Professional communication and strong follow-through
  • Ability to work independently in a remote environment
  • Organized, self-motivated, and coachable
  • Comfortable learning new systems and following a structured process
  • A genuine desire to help clients with financial protection and planning

What We Provide

  • Pre-Qualified Appointments: 6–10 scheduled client meetings per week (no cold calling or paid lead generation required)
  • Structured Training: Step-by-step onboarding, sales process guidance, product education, and CRM setup
  • Technology & Systems: CRM access and automated follow-up tools
  • Supportive Environment: Ongoing mentorship and optional leadership opportunities as production grows
  • Remote Work: Appointments conducted virtually from your home office

Responsibilities

  • Attend scheduled virtual appointments with prospective clients
  • Assess client needs and recommend suitable insurance products
  • Complete applications accurately and in compliance with carrier requirements
  • Follow up with clients as needed and maintain organized records
  • Participate in training and development to improve product knowledge and sales performance

Job Tags

Full time, Remote work, Home office,

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