Job Summary
The Insurance Advisor is tasked with holding virtual consultations aimed at assessing client requirements and detailing insurance coverage options. This role emphasizes the importance of clear communication and thorough understanding of client needs to guide them in making informed decisions about their insurance choices.
Responsibilities
- Conduct virtual appointments to evaluate client needs regarding insurance.
- Explain various insurance protection options to clients.
- Maintain meticulous documentation of client interactions and agreements.
- Provide timely follow-up support to ensure client satisfaction.
Qualifications
- Must be at least 18 years of age.
- Legally authorized to work in the United States.
- Possess a personal computer and high-speed internet connection.
- Required to secure a state Life & Health Insurance License before engaging in business operations.
