Build a book from home as an Insurance Advisor through family meetings, follow-up, notes, and scheduling. Full-time and part-time options are available.
In this Insurance Advisor position, you will work warm leads with families and learn a system. Daily work includes web-conference meetings, plain-language explanations, and organized follow-up. Written training and live coaching are included for people who remain coachable and consistent.
Key Responsibilities:
- Conduct web-conference meetings from home
- Work with families through warm leads
- Provide plain-language explanations during meetings
- Record notes and manage scheduling
- Follow up with families after meetings
Requirements:
- Coachability in training and coaching settings
- Consistent work habits when working independently
- Interest in learning a provided system
- Willingness to avoid cold calling
- Availability for full-time or part-time work
This home-based Insurance Advisor work emphasizes family meetings, organized follow-up, system learning, and building a book.
Work From Home Insurance Advisor in Moncton employer: AO Garcia Agency
At Lever, Inc., we pride ourselves on being an exceptional employer that values flexibility and personal growth. Our remote Client Solutions Specialist role allows you to create a work schedule that fits your life while making a significant impact on families through our supportive financial services. With a strong emphasis on mentorship, training, and the opportunity to build lasting client relationships, you'll thrive in a collaborative culture that prioritizes your professional development.
