Life Insurance Agent – Life Insurance Sales

Job Description

Flexible Remote Work | Entry Level | Build Your Own Schedule | Lotz Agency

The Tone:
This is a fully remote role at Lotz Agency, offering the unique opportunity to build your own schedule. Lotz Agency focuses on connecting with individuals and families to help them understand and choose life insurance products that fit their specific needs. This position is designed for entry-level professionals, providing comprehensive training and dedicated team support to ensure success, regardless of prior experience. The role is vital in guiding clients through important financial decisions with clear communication and consistent follow-through.

The TL;DR
• Role: Early Career
• Type: Flexible, build your own schedule
• Location: Remote, United States
• Team: Collaborative team environment with structured support and ongoing training.
• Mission: To facilitate informed decisions for families comparing and selecting life insurance products.

What You’ll Actually Do
• Inquiry Response: Systematically follow up with individuals who have recently submitted inquiries about life insurance options.
• Client Consultation: Conduct thorough, needs-based conversations with potential clients, utilizing phone or video calls to understand their unique circumstances and requirements.
• Product Comparison: Guide families through the process of comparing various life insurance products and plans, helping them identify what best aligns with their goals and financial situation.
• Administrative Support: Work collaboratively with clients to accurately complete all necessary application and policy paperwork.
• Professional Development: Actively participate in ongoing training programs and continuous product education to deepen knowledge and expertise in life insurance.

The Must-Haves
• Background: This is an entry-level opportunity for individuals eager to embark on a new career path within the life insurance industry, with no specific educational background required for consideration.
• Experience: No previous experience is necessary; candidates should be open to learning and developing skills through provided training.
• Skills: Demonstrated ability to communicate clearly and concisely, a commitment to following through on commitments, and the practical capability to maintain a quiet home workspace with a stable internet connection.
• Bonus: A strong desire for structured training and continuous support, rather than being expected to independently navigate new challenges.