Remote Plan Protection Advisor jobs in United States
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American Income Life Insurance Company · 3 days ago

Remote Plan Protection Advisor

American Income Life Insurance Company is seeking a Remote Plan Protection Advisor to support different associations and guide members through their benefits. The role involves providing personalized advice, maintaining client relationships, and ensuring compliance with sales practices.

Health CareInsurance

Responsibilities

Client Engagement: Agents work to understand clients’ needs and financial goals, providing personalized advice and recommending appropriate insurance products
Client Education: Present and demonstrate products and services to prospective customers and handle the sales process from prospecting, to closing sales and processing applications
Product Knowledge: Agents should have a thorough understanding of AO Globe Life’s insurance products, including term life, whole life, and other offerings
Customer Service: Maintaining and building relationships with clients through follow-up, policy reviews, and support with claims and adjustments
Compliance: Ensuring all sales practices comply with legal and regulatory requirements
Training and Development: Staying updated with product knowledge, market trends, and sales techniques through ongoing training opportunities
Goal Achievement: Meeting or exceeding personal sales targets and performance goals

Qualification

Client EngagementProduct KnowledgeCustomer ServiceComplianceTrainingDevelopmentGoal AchievementSales TechniquesTime ManagementLeadership Skills

Required

Strong dedication and discipline
Understanding of time management
Ability to achieve growth at key times
Client engagement skills to understand clients' needs and financial goals
Ability to provide personalized advice and recommend appropriate insurance products
Client education skills to present and demonstrate products and services
Experience handling the sales process from prospecting to closing sales and processing applications
Thorough understanding of AO Globe Life's insurance products, including term life, whole life, and other offerings
Customer service skills to maintain and build relationships with clients
Ability to conduct follow-up, policy reviews, and support with claims and adjustments
Knowledge of compliance to ensure all sales practices comply with legal and regulatory requirements
Willingness to stay updated with product knowledge, market trends, and sales techniques through ongoing training opportunities
Ability to meet or exceed personal sales targets and performance goals

Benefits

Company-sponsored trips to destinations like Dubai, Mykonos, and Ireland
Health insurance reimbursement
Daily mentorship
Proprietary software designed to train you effectively and set you up for success

Company

American Income Life Insurance Company

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American Income Life has served working class families since 1951. Their life and supplemental accident and health insurance helps protect

Funding

Current Stage
Late Stage
Total Funding
unknown
1994-11-03Acquired

Leadership Team

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Steve Greer
Chief Executive Officer
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Adebamidele Ogunlade
General Agent (Managing Partner)
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Company data provided by crunchbase