This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description As an Insurance Conservation Specialist, you will play a key role in retaining our existing clients. Your primary responsibilities will include: - Engaging with clients to understand their needs and concerns. - Providing guidance on policy options and adjustments. - Addressing any issues that may lead to policy cancellations. - Collaborating with the sales and customer service teams to ensure satisfaction. - Monitoring policy renewals and identifying opportunities for upsell or cross-sell. - Proactively contacting policyholders who have requested cancellation, lapsed, or downgraded coverage. - Presenting tailored solutions to retain policies, including coverage adjustments, payment options, or benefit clarification. - Educating clients on policy benefits, long-term value, and consequences of coverage loss. - Meeting or exceeding conservation, persistence, and revenue retention goals. - Maintaining compliance with all the insurance regulations, company policies, and ethical standards. Qualifications - Strong verbal communications and persuasion skills. - Ability to handle objections and difficult conversations with professionalism. - Customer-focused mindset with problem-solving abilities. - Basic understanding of insurance products (Life and Health). - Proficiency with CRM Systems and standard software. - Ability to work independently while meeting performance metrics. - Must have a current Life and Health License.

• Build relationships and initiate new sales in assigned territories. • Sales includes selling estate, business, charitable and life insurance concepts and ideas with Advisors, assisting Advisors in selling these ideas and products to their clients, and assisting them through the life insurance underwriting process once the sale is made. • Meet with high net worth and ultra-high net worth clients of assigned advisors as a member of the Integrated Relationship Management (IRM) Team, providing expertise in the areas of insurance planning and risk management. • Assist planners in the development of financial plans in the areas of wealth transfer and business planning and intergenerational transfers • Responsible for the generation of life insurance revenue in these channels in the assigned region • Support IRM partners in the delivery of marketing programs tailored to client needs • Interface with support staff for the completion and placement of life insurance with clients

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Burk Agency is hiring motivated individuals ready to build income in a commission-based life insurance position. - No experience required. Training provided. - This opportunity is 100% commission-based and ideal for: - Service industry professionals - Career changers - Entrepreneurs - Self-starters If selected, you will receive instructions to schedule a phone interview promptly after applying. Apply today to see if this is the right fit. Qualifications - Motivated individuals - Willingness to learn and follow training Requirements - Ability to successfully follow and implement training and sales systems - Engagement with the lead system - Work ethic and effort Benefits - Fully remote - Flexible schedule - Uncapped commissions - Performance-based advancement - Supportive, family-owned culture Company Description No agent’s success, earnings, or production results should be viewed as typical, average, or expected. Not all agents achieve the same or similar results, and no particular results are guaranteed. Your level of success will be determined by several factors, including the amount of work you put in, your ability to successfully follow and implement our training and sales system, and the insurance needs of the customers in the geographic areas in which you choose to work.

About Roamly Roamly is a leading provider of innovative, specialty insurance solutions purpose-built for the modern mobility and marketplace travel economy.  As a Lloyd's Coverholder and AI-first insurance innovator, Roamly delivers a robust platform, deep carrier partnerships, and an expanding ecosystem that empowers consumers, professional fleet owners, and marketplaces to unlock new revenue streams while reducing risk. Our technology harnesses AI, advanced automation, and embedded distribution to power tailored coverages for recreational vehicles, carsharing, and other emerging mobility models—covering everything from underwriting and claims to compliance, data analytics, and real-time risk management. Learn more at www.roamly.com. About the Role As a Bilingual Insurance Service Agent at Roamly, you will be a front-line hero for our adventurous community. You will be the core resource for educating customers on RV insurance and helping them with their policy needs. We are looking for a true "change agent"—someone who is excited to help build our processes and thrives in an environment of constant growth. Your work will be crucial in ensuring the best possible customer experience and will directly influence our product decisions and roadmap. Key Responsibilities - Effectively multitask while taking customer calls and handling email correspondence regarding billing questions, online payments, renewals, and cancellations in both English and Spanish. - Process incoming policy change requests from customers. - Review policy coverages and issue certificates of insurance, evidence of insurance, or binders. - Retain customers by overcoming objections to cancellation and providing effective solutions. - Upsell ancillary products such as roadside assistance, tire & wheel protection, and pet insurance. - Identify opportunities to cross-sell and transfer new business leads to the sales team.