Note: The job is a remote job and is open to candidates in USA. Wilbur Smith Agency is a rapidly growing company in the financial services sector, seeking ambitious individuals to join their team. The role involves engaging with clients, conducting virtual consultations, and building a client base while maintaining compliance with licensing regulations.
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/.