• Offer training to distribute living benefit life insurance • Provide access to exclusive, highly qualified, direct mail leads • Partner with top-rated carriers for living benefit products

• Contact leads to establish new clients • Provide clients with necessary insurance products

• Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers’ satisfaction • Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders • Work with policyholders to develop and deliver risk management strategies that fit their individual profiles • Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty • Set meetings with new and potential clients to listen to their needs, taking into account their financial statuses and stage-of-life priorities, and present insurance plan options tailored to their individual circumstances.

• Being competent and confident in conducting professional phone interviews & communicating with clients via phone and email • Operate, market & engage on social media creating a presence across various social media platforms to increase target engagement • Innovative ability to create new landing pages for marketing campaigns with training provided. • Attend daily live training calls to advance & improve your skills & be an active contributor to our global team environment.