Licensed Insurance Professional
RemoteUnited States
Job Summary
Develop leads and grow your client portfolio by networking, securing referrals, cold calling, and utilizing innovative marketing strategies. Conduct personalized consultations to assess clients' insurance needs, financial goals, and risk profiles. Act as a liaison with various insurance carriers, complete and submit applications to secure underwriting approvals, and ensure timely policy delivery with continuous follow-up. Maintain up-to-date knowledge through continuing education and professional organizations while overseeing electronic and paper records for regulatory compliance. This role requires an active state life insurance license, high-speed internet access, and proficiency in Zoho CRM and MS Office. CWI Insurance Services, Inc. offers a competitive, commission-based compensation package with earning potential based on sales performance.
Required Qualifications
- Active state life insurance license(s)
- High school diploma or equivalent
- Secure, personal computer
- High-speed internet access
- Quiet, professional setting for confidential client calls and virtual meetings
Desired Qualifications
- Bachelor's degree
- Background in insurance, finance, sales, or a related field
- Proficient with MS Office
- Proficient with Zoho CRM software
- Proficient with virtual meeting platforms (e.g., Zoom)
- Strong problem-solving skills
- Meticulous attention to detail
- Proven ability in prospecting and sales
- Highly motivated and goal-driven
- Strong organizational and multitasking skills
- Outstanding communication abilities
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