Virtual Life Agent

Weatherford , United States
Remote

AI overview

Assist clients in protecting their financial future through personalized life insurance solutions, leveraging an advanced lead generation platform without cold calling.

Yellowstone Life Insurance Agency, an Integrity Company, is excited to invite passionate individuals to join our team as Virtual Life Insurance Agents. This is a unique opportunity that allows you to work entirely from home while making a significant impact on the lives of others through life insurance solutions.

As a Virtual Life Insurance Agent at Yellowstone, your primary focus will be to assist clients in protecting their financial future and the well-being of their loved ones. You won’t need to engage in cold calling, as you will have exclusive access to our advanced lead generation platform. This platform connects you with individuals and families who have expressed a genuine interest in receiving guidance from an insurance professional.

Your role will involve building lasting relationships with clients, analyzing their insurance needs, and delivering tailored policy recommendations that match their unique situations. If you have a proactive mindset, outstanding communication skills, and a desire to help others, we would love to talk to you about this exciting independent contracting role.

This opportunity operates on a 1099 contractor basis.

Your schedule is flexible—many of our full-time agents enjoy a three-day weekend by working Monday through Thursday. Part-time agents typically work two to three evenings or weekends.

Key Responsibilities

  • Establish and nurture strong client relationships, serving as their go-to resource for all insurance-related inquiries.
  • Assess clients' insurance needs through comprehensive interviews to determine their financial objectives and risk tolerance.
  • Offer personalized insurance recommendations based on the specific circumstances and needs of each client.
  • Educate clients about the various life insurance options, elucidating the features, benefits, and limitations of each policy.
  • Guide clients in completing insurance applications and gathering the necessary documentation for a smooth underwriting process.
  • Conduct periodic follow-ups with clients to review their existing policies, address questions, and refine their insurance coverage as needed.
  • Work cooperatively with insurance carriers and underwriters to negotiate beneficial terms for clients.

Requirements

  • A genuine passion for helping people secure their financial future.
  • Excellent communication and interpersonal skills, with the ability to build rapport swiftly.
  • Strong problem-solving abilities and a knack for analyzing complex information.
  • Highly organized with a keen eye for detail.
  • Self-disciplined and effective at working independently, particularly in a remote environment.
  • A valid Life Insurance License is required (candidates without a license may apply, with the understanding that the license must be obtained within 60 days. Licensing typically costs around $200 in most states).

Benefits

Freedom & ability to work virtually

Perks & Benefits Extracted with AI

  • Flexible Work Hours: Your schedule is flexible—many of our full-time agents enjoy a three-day weekend by working Monday through Thursday.
  • Remote-Friendly: Freedom & ability to work virtually

Yellowstone Life Insurance Agency, an INTEGRITY company, headquartered in Weatherford, Texas is one of the fastest-growing financial protection service providers in the nation. Offering a 100% Virtual, Work from home, business model, where you will be able to meet with clients virtually from anywhere in the United States where you have access to wifi. The Yellowstone virtual agent platform provides our agents with the ability, whether full-time or part-time to develop an uncapped, promote yourself, income through personal sales and/ or agency sales. Agents of Yellowstone have access to provide your clients with a diverse portfolio of financial protection solutions including Mortgage Protection, Final Expense, Life Insurance, Annuities and IUL's. Yellowstone Life Insurance Agency is eager to expand its virtual financial protection platform by incorporating Integrity’s technology, backend support, and marketing resources into its daily operations.

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