Life Insurance Broker (Remote)
About the position The Harvard Group is looking for the right individuals who have the desire to earn a good living, work a flexible schedule and provide solutions for wealth preservation and creation to families and individuals. You can make a huge impact on your community and future by educating, advising and servicing clients to improve their quality of life. This is a 1099 position and is commission based with residuals. In this role, you will be focusing on life insurance sales. You will be responsible for assisting families with finding the best coverage for their needs, based upon their current situation and goals etc. We are an Independent Agency, and have access to many carriers, so you will be able to find the best fit for the client. You will be responsible for networking, and generating leads, as well as working with provided leads lists, call in leads, live transfer leads, and cross selling our existing book. As a Harvard Group Sales Consultant, you will be provided with award winning training, company provided leads and ongoing support of the latest technology. These Harvard Group benefits lead to numerous Agent opportunities such as: High Income Potential Production Based Rewards - Numerous production-based award trips and incentives Advancement Opportunities Desired Skills and Experience: Our sales teams have been built with individuals from various backgrounds, many of whom did not have previous sales or insurance experience. Experience is not a requirement, but a plus. Our comprehensive training program will assist those that are unlicensed in attaining necessary credentials, which is a short and easy process. We do find, however, that our top sales performers all have the following skills and abilities: Motivated and goal-oriented A professional presence and demeanor A dedication to customer service Ability to travel in state Experience with prospecting, networking and/or new business development Passion for making a difference in the community Stable work history Excellent communication and time management skills Coachable and competitive spirit Ability to earn client trust, along with excellent relationship management skills
We offer
Competitive commission package with bonus! The ability to create a residual income—an opportunity for a lifetime income. Regular bonus incentives Unparalleled training program and mentoring program with top veteran leadership. Company provided leads lists, inbound leads, live transfer leads, and opportunity to cross sell our existing book CRM system, ongoing carrier training, networking opportunities, and much more! Earn what you’re worth, make a difference in people’s lives, and have a great time while you do it!
Responsibilities
- Ability to network and develop leads
- Use lead lists to establish contact and schedule appointments
- Meet with prospective clients in person or virtually
- Meet with existing clients to perform annual reviews
- Must conduct phone prospecting, face-to-face prospecting and through social media efforts
- Conduct sales presentation with the intent of selling an insurance product
- Provide claim assistance to clients
- Solicit referrals from clients
Requirements
- Must be licensed in the state that you reside
- Maintain Errors & Omissions Insurance
- Ability to pass a background check
- Meet state continuing education requirements
- Ability to use a computer
- Demonstrate great customer service skills
- Excellent presentation skills
- Reliable transportation to meet with prospective and existing clients
- Above average analytical skills to determine prospective client needs
Nice-to-haves
- Motivated and goal-oriented
- A professional presence and demeanor
- A dedication to customer service
- Ability to travel in state
- Experience with prospecting, networking and/or new business development
- Passion for making a difference in the community
- Stable work history
- Excellent communication and time management skills
- Coachable and competitive spirit
- Ability to earn client trust, along with excellent relationship management skills
Benefits
- Competitive commission package with bonus!
- The ability to create a residual income—an opportunity for a lifetime income.
- Regular bonus incentives
- Unparalleled training program and mentoring program with top veteran leadership.
- Company provided leads lists, inbound leads, live transfer leads, and opportunity to cross sell our existing book
- CRM system, ongoing carrier training, networking opportunities, and much more!
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