Remote Career Growth Associate – Life Insurance

Client Engagement & Service

Build strong relationships with individuals and families by understanding their financial protection needs.

Conduct virtual consultations to present customized life insurance solutions.

Guide clients through application and underwriting processes with clarity and professionalism.

Provide ongoing client support, policy reviews, and follow-up to ensure long-term satisfaction.

Sales & Performance

Achieve sales goals through consistent prospecting, client outreach, and relationship building.

Leverage digital platforms (CRM, Zoom, virtual presentations) to generate and manage leads.

Maintain accurate records of client interactions, policies, and progress toward personal goals.

Apply consultative selling techniques to identify opportunities and tailor solutions.

Growth & Development

Participate in continuous training and mentorship programs designed to develop leadership skills.

Stay informed on industry trends, compliance standards, and product offerings.

Collaborate with team members and contribute to a culture of shared growth and success.

Demonstrate commitment to advancing into management or leadership opportunities based on performance.

Professional Representation

Represent the organization’s values of integrity, commitment, and service in all client interactions.

Operate effectively in a remote work environment with strong self-discipline and accountability.

Communicate clearly and professionally in both written and verbal formats.

Integrity: Committed to doing what’s right for clients and colleagues

Resilience: Ability to adapt, overcome objections, and stay driven

Empathy: A genuine desire to help families secure their financial future

Growth-Mindedness: Eager to learn, develop skills, and advance into leadership roles

Commitment: Dedicated to personal success and the success of your team

Confidence: Comfortable presenting solutions and guiding clients through decisions