[Remote] Remote Insurance Sales Agent

Note: The job is a remote job and is open to candidates in USA. The Family Security Plan is seeking a Remote Insurance Sales Agent to expand their policyholder community. This role involves building business relationships, generating referrals, and promoting insurance products and services to credit union members.ResponsibilitiesMaintain a valid insurance sales license and fulfill continuing education requirements as neededAnswer calls in a professional manner discussing incentive programs for the credit union and The Family Security PlanEngage with credit union members through various channels to offer insurance products and services available through credit union membershipDrive referrals through existing and new business relationshipsQualify and close prospective members and recommend appropriate solutions for their insurance needsCall and follow up on members through the appointment process and up sell opportunitiesAccurately and thoroughly complete and submit insurance applications and documentation in accordance with company guidelinesAchieve and exceed monthly sales and retention objectivesMaximize all opportunities in the process of closing a saleTake overflow sales calls from the other channels in the call centerResponsible to generate additional leads and families protected through prospect management, referrals and personal case developmentSuccessfully complete training and required sales coursesAssess client and member needs to provide tailored insurance solutions that protect families and add value to credit union membersClose sales efficiently, ensuring all relevant paperwork is completed accurately and submitted to the appropriate credit unionParticipate in weekly and monthly sales meetings as required by the regional manager or sales leaderFollow attendance and reporting procedures as directed by the regional managerConsistently achieve daily PRO level sales and report total premiums, deductions, new members, and annual savings to credit unions, when applicableProduce accurate, high-quality applications and documentation, submitting them per the manager’s scheduleUphold and demonstrate PFP Core Values: Caring, Drive, Resilience, Integrity, and PassionSkillsProven track record in salesHeavy phone – customer contact experienceAbility to work flexible hoursStrong communication skills, both verbal and writtenProficiency with internet and email communicationAccess to a reliable internet connection from a secure locationCoachable with a willingness to learn and adaptStrong interpersonal skills and ability to work collaboratively with othersExcellent time management, organizational, and prioritization skillsHigh attention to detailConsistently maintain a positive attitude and professional demeanorDemonstrate ethical sales practices and ensure compliance with all relevant regulationsInsurance sales experience and/or licensing preferredBenefitsBase pay plus incentivesBonusesProfit sharePaid holidaysPaid time offExotic award tripsExcellent benefitsPaid trainingCompany OverviewThe Family Security Plan with the belief that affordable insurance solutions should be available to everyone. It was founded in 1973, and is headquartered in Orange, Connecticut, USA, with a workforce of 201-500 employees. Its website is https://familysecurityplan.com/.



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