Virtual Life Insurance Agent jobs in United States
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Yellowstone Life Insurance Agency · 2 hours ago

Virtual Life Insurance Agent

Yellowstone Life Insurance Agency is seeking a Virtual Life Insurance Agent to assist families in securing Mortgage Protection Life Insurance while working from home. The role involves building client relationships, assessing insurance needs, and providing tailored recommendations for coverage.

InsuranceLife InsuranceMortgageRetirement

Responsibilities

Establish and maintain strong relationships with clients, serving as their primary contact for insurance matters
Conduct thorough assessments of clients' insurance needs through detailed interviews
Provide personalized insurance recommendations that align with clients' financial goals and risk tolerance
Educate clients on various life insurance policies, helping them make informed decisions
Assist clients with completing insurance applications and submitting necessary documentation
Conduct regular follow-ups to review policies and address client queries or concerns
Work with insurance carriers and underwriters to negotiate favorable terms for clients

Qualification

Client relationship managementInsurance needs assessmentPersonalized insurance recommendationsLife insurance knowledgeMotivated self-starter

Required

Motivated self-starter
Passion for helping others
Ability to build strong client relationships
Experience in assessing insurance needs
Capability to provide tailored recommendations
Knowledge of various life insurance policies
Skills in assisting clients with completing insurance applications
Ability to conduct regular follow-ups with clients
Experience working with insurance carriers and underwriters

Company

Yellowstone Life Insurance Agency

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Yellowstone Life Insurance Agency offers virtual life insurance and Medicare coverage through remote independent agents.

Funding

Current Stage
Growth Stage
Company data provided by crunchbase