Note: The job is a remote job and is open to candidates in USA. Emerald Wealth Services is dedicated to helping individuals and families achieve financial clarity and long-term security. They are seeking a full-time remote Life Insurance Agent to consult with clients, assess their financial needs, and provide customized life insurance solutions while managing a portfolio of clients and delivering exceptional customer service.
Responsibilities
- Consult with clients to assess their financial needs and provide customized life insurance solutions
- Explain products and recommend suitable coverage options
- Manage a portfolio of clients
- Nurture client relationships and deliver exceptional customer service to help clients achieve financial security and peace of mind
Skills
- Experience in Insurance Sales and Insurance Brokerage
- Strong knowledge of Insurance and Finance concepts
- Excellent Customer Service and communication skills
- Ability to build and maintain client relationships
- Self-motivated with strong organizational and time management skills
- Familiarity with online tools and platforms for remote work
- Life Insurance Agent License is required
- Experience in financial planning or investment consulting
- Bachelor's degree in Finance, Business, or a related field is preferred
Benefits
- Training & licensing support (if not licensed)
- Paid training platform (Taylor Method - $997 for you to learn)
- Ongoing mentorship and team support
- Top coaches - Jim Ruta, Eszylfie Taylor, and Cody Askins
Company Overview
Helping individuals and families across Canada gain financial clarity and long-term security. ✅ Insurance ✅ Investments ✅ Debt Resolution Client-first. It was founded in 2022, and is headquartered in London, Ontario, CA, with a workforce of 1001-5000 employees. Its website is https://emeraldwealthservices.com/.