Note: The job is a remote job and is open to candidates in USA. Wilbur Smith Agency is a rapidly growing company recognized for its people-first culture and elite training in the financial services sector. They are seeking self-driven and goal-oriented individuals to engage clients and deliver top-tier service while working from home.
Responsibilities
- Master our products and systems to deliver a top-tier client experience
- Engage warm leads - follow up with clients who’ve shown prior interest
- Conduct virtual consultations via Zoom and phone during the sales cycle
- Serve as the link between corporate updates and client communication
- Collaborate with clients and team members to address inquiries and solutions
- Meet promotional targets to unlock growth opportunities
- Maintain compliance with state licensing regulations
- Participate in weekly Zoom team meetings
- Build your client base through company-generated leads or you can self-generate your own leads
- Educate new and existing clients on life insurance and retirement solutions
Skills
- Life & Health license required (don't have one? We'll guide you through it)
- Must be physically located within the United States
- Clear, confident communicators who know how to listen and connect
- Highly motivated, coachable professionals with a go-getter mindset
- Resilient, optimistic problem-solvers ready to grow
Benefits
- Remote Freedom : Work anywhere, anytime.
- Lead Support : Focus on sales - we handle the prospecting.
- Continual Growth : Access to ongoing coaching and skill-building.
- Health, Dental & Vision Benefits : Available for qualifying agents.
Company Overview
It was founded in undefined, and is headquartered in , with a workforce of 2-10 employees. Its website is https://sfglife.com/.
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