[Remote] Remote Insurance Sales Agent

Note: The job is a remote job and is open to candidates in USA. The Family Security Plan is seeking a Remote Insurance Sales Agent to expand their policyholder community. This role involves building business relationships, generating referrals, and promoting insurance products and services to credit union members.

Responsibilities

• Maintain a valid insurance sales license and fulfill continuing education requirements as needed
• Answer calls in a professional manner discussing incentive programs for the credit union and The Family Security Plan
• Engage with credit union members through various channels to offer insurance products and services available through credit union membership
• Drive referrals through existing and new business relationships
• Qualify and close prospective members and recommend appropriate solutions for their insurance needs
• Call and follow up on members through the appointment process and up sell opportunities
• Accurately and thoroughly complete and submit insurance applications and documentation in accordance with company guidelines
• Achieve and exceed monthly sales and retention objectives
• Maximize all opportunities in the process of closing a sale
• Take overflow sales calls from the other channels in the call center
• Responsible to generate additional leads and families protected through prospect management, referrals and personal case development
• Successfully complete training and required sales courses
• Assess client and member needs to provide tailored insurance solutions that protect families and add value to credit union members
• Close sales efficiently, ensuring all relevant paperwork is completed accurately and submitted to the appropriate credit union
• Participate in weekly and monthly sales meetings as required by the regional manager or sales leader
• Follow attendance and reporting procedures as directed by the regional manager
• Consistently achieve daily PRO level sales and report total premiums, deductions, new members, and annual savings to credit unions, when applicable
• Produce accurate, high-quality applications and documentation, submitting them per the manager’s schedule
• Uphold and demonstrate PFP Core Values: Caring, Drive, Resilience, Integrity, and Passion

Skills

• Proven track record in sales
• Heavy phone – customer contact experience
• Ability to work flexible hours
• Strong communication skills, both verbal and written
• Proficiency with internet and email communication
• Access to a reliable internet connection from a secure location
• Coachable with a willingness to learn and adapt
• Strong interpersonal skills and ability to work collaboratively with others
• Excellent time management, organizational, and prioritization skills
• High attention to detail
• Consistently maintain a positive attitude and professional demeanor
• Demonstrate ethical sales practices and ensure compliance with all relevant regulations
• Insurance sales experience and/or licensing preferred

Benefits

• Base pay plus incentives
• Bonuses
• Profit share
• Paid holidays
• Paid time off
• Exotic award trips
• Excellent benefits
• Paid training

Company Overview