Job Overview:
We are seeking dedicated Life Insurance Sales Agents, known as Field Underwriters, to join our team at Equis Financial. As a Field Underwriter, you will contact both potential and current clients, working with warm leads, and conducting thorough financial needs analyses to guide clients to the best life insurance policies for their needs and budgets. We do not ask or require any contact with friends, family, or personal networks unless you so desire. We specialize in Mortgage Protection and Final Expense insurance. This role offers flexibility as you can work remotely, in an office, or face-to-face.
Duties:
- Perform client research to understand their needs by conducting comprehensive financial needs analyses to determine suitable products for clients
- Build and maintain strong relationships with clients through effective communication and customer service
- Manage client records and documentation accurately
- Collaborate with team members to provide the best possible service
- Attend team and coaching calls
- Stay informed about industry trends and insurance products
Qualifications:
- Strong analytical skills with the ability to assess clients' financial needs
- Self-motivated with the ability to work independently
- Strong work ethic
- Coachable attitude
Preferred Skills:
- Administrative ability
- Basic technical acumen
- Strong team-building and collaboration skills
- Ability to stay motivated and manage your own schedule
Join our team at Equis Financial as a Field Underwriter and help clients secure their financial future through personalized life insurance solutions.
Job Types: Full-time, Part-time, Contract
Pay: $50,000.00 - $75,000.00 per year
Expected hours: 1 – 60 per week
Schedule:
License/Certification:
- Life Insurance License (Preferred)
Work Location: Remote