✨ About The Role
- The role involves engaging prospects over the phone to understand their needs and preferences.
- Candidates will be responsible for scheduling virtual meetings for in-depth discussions about financial products.
- Providing personalized insurance quotes that align with client requirements is a key responsibility.
- The position requires concluding meetings with compelling presentations and successful sales.
- This is a commission-only position, focusing on financial products such as IULs, annuities, and life insurance.
âš¡ Requirements
- A successful candidate will have strong communication skills to effectively engage with prospects over the phone.
- The ideal person will be comfortable working independently while also collaborating closely with mentors and team members.
- Experience in sales, particularly in financial products like insurance, is highly beneficial.
- A proactive approach to uncovering client needs and preferences will be essential for success in this role.
- The candidate should be adaptable and open to continuous learning through online training and mentorship.