Job Description
Note: The job is a remote job and is open to candidates in USA. Wilbur Smith Agency is a rapidly growing company recognized for its people-first culture and elite training in the financial services sector. They are seeking self-driven and goal-oriented individuals to engage with clients and deliver a top-tier client experience from home. 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 Apply tot his job