This position is no longer available
Remote (Global)

PolicyMe was looking for a PolicyMe - Licensed Life Insurance Advisor (Remote)

PolicyMe is looking for a Licensed Life Insurance Advisor to deliver personalized financial guidance directly to our customers. In this role, you will leverage your expertise to help clients make informed decisions about their life insurance coverage.

What You'll Do

  • Conduct comprehensive needs assessments with new and existing clients
  • Analyze client financial situations to recommend appropriate life insurance products
  • Guide clients through the application and underwriting process
  • Maintain up-to-date knowledge of insurance products and industry regulations
  • Build and nurture long-term client relationships

What We're Looking For

  • Active Life Insurance license required
  • Proven experience advising clients on life insurance policies
  • Strong understanding of underwriting principles and insurance products
  • Excellent communication and interpersonal skills
  • Self-motivated and disciplined in a remote work setting

Work Mode

This is a remote position.

PolicyMe is an equal opportunity employer.

Required Skills
Life InsuranceLicensingCustomer AdvisoryFinancial ProductsRegulatory Compliance Life InsuranceLicensingCustomer AdvisoryFinancial ProductsRegulatory Compliance
About company
PolicyMe
PolicyMe appears to be an insurance company offering remote insurance advisory services in Quebec.
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Job Details
Category other
Posted 7 months ago