American Income Life: AO · 4 hours ago

Entry Closer Position - Remote

San Francisco, CA

Full-time

Remote

Entry Level

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Insurance

Insider Connection @American Income Life: AO

Discover valuable connections within the company who might provide insights and potential referrals.
Get 3x more responses when you reach out via email instead of LinkedIn.

Responsibilities

Client Consultations, Zoom Style: Meet clients on their terms, dive into their goals, assess their needs, and help them pick the best products. You’ll be the expert, breaking down policy features and coverage options with just the right touch of humor (no “insurance robot” vibes here)

Customer Service, With a Personal Touch: Got a client with questions or someone who needs help updating their policy? You’re there! From answering questions to helping with claims, you’ll be their go-to person

Long-Term Relationship Building: Think of yourself as the friendly neighborhood “Insurance Bestie” clients can count on. Check in with them, keep an eye on their needs, and make sure they feel protected for the long haul

Compliance & Records: Keep it professional where it counts. Maintain client records like a pro, stay up-to-date on industry standards, and protect their info like it’s your own

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Basic computer skillsPositive personalityLeadership experience