Life Insurance Agent

Planright Financial is an independent marketing organization specializing in the financial services and insurance industries. We provide clients with personalized guidance as independent advisors and brokers for life and health insurance, retirement plans, annuities, Medicare, and senior benefits. Designed by agents for agents, Planright empowers its team to succeed while ensuring each agent owns their book of business. Join a team committed to reshaping the industry and delivering exceptional service to clients.

This is a full-time remote role for a Life Insurance Agent. The Life Insurance Agent will assist clients in selecting appropriate life insurance solutions by analyzing their needs and providing tailored recommendations. Day-to-day responsibilities include following up on leads, (we have an in-house CRM), meeting sales targets, maintaining client relationships, and ensuring a high-quality customer experience. Additionally, the role involves explaining complex insurance products, underwriting requirements, and managing policies.

We do in-person sales.

• Proven expertise in a customer serive role or sales role
• Knowledge of financial planning and retirement strategies, including Finance and Insurance-related expertise
• Strong Customer Service skills with the ability to build trust and maintain relationships
• Strong organizational skills, goal-oriented mindset, and self-discipline
• Ability to work independently and manage remote responsibilities effectively
• Experience in the financial services or insurance industry is a plus
• Relevant licenses or certifications in life insurance are highly desirable but not a deal breaker. We help aid you with obtaining your license.