[Remote] Insurance Financial Advisor

Note: The job is a remote job and is open to candidates in USA. Shalom Insurance Advisors is a nationally operating insurance organization based in Oklahoma, seeking motivated individuals to join their team as Insurance Advisors. This role involves working directly with prospective clients, handling scheduled appointments, and guiding individuals through financial and insurance solutions.ResponsibilitiesAttend scheduled client appointments and conduct consultationsFollow up with prospective clients and maintain communicationUtilize provided lead lists and outreach systems to connect with clientsAnalyze client needs and present appropriate solutionsManage and submit applicationsWork alongside senior advisors for case support and strategy when neededMaintain accurate records within the provided CRMSkillsStrong communication and interpersonal skillsSelf-motivated and disciplined work ethicAbility to manage time and follow structured processesOpen to coaching and professional developmentInsurance license (or willingness to obtain one)Prior experience in sales or financial services is helpful but not requiredBenefitsEndless access to qualified lead lists featuring six- and seven-figure opportunities, generated through our in-house marketing systemsConsistent flow of pre-qualified client appointments already scheduled on the calendar through in-house marketingFull CRM access and infrastructure providedFull carrier accessDedicated case support from experienced advisors (if needed)Ongoing mentorship and development from industry professionalsFlexible, independent work structureEstablished systems designed to support production and growthCompany OverviewShalom Insurance Advisors is a nationally operating insurance organization based in Oklahoma, built on over 40 years of industry experience and a commitment to long-term performance, integrity, and client-focused solutions. It was founded in 1984, and is headquartered in Oklahoma City, Oklahoma, US, with a workforce of 11-50 employees. Its website is https://shalominsuranceadvisors.com/.



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