via Snagajob
$40K - 70K a year
Educate members on life insurance and financial literacy, conduct virtual meetings with warm leads, provide tailored coverage recommendations, and manage a client portfolio with mentorship.
Must be 18+, legally authorized to work in the U.S., pass background check, be tech-savvy, motivated to learn, and have strong communication skills; leadership or customer service experience is a plus.
◾Educate union and credit union members on the value of life insurance and basic financial literacy ◾Conduct virtual client meetings using warm, pre-qualified leads (no cold calling) ◾Provide tailored coverage recommendations that meet each family's needs ◾Build and manage your own client portfolio with guidance from experienced mentors ◾Track performance and progress using our internal systems and support tools ◾Represent the values of Service Over Sales, putting clients’ well-being first ◾Participate in incentive programs, team competitions, and leadership summits ◾At least 18 years old and legally authorized to work in the U.S. ◾Able to pass a background check ◾Tech-savvy and comfortable using Zoom and digital tools ◾Motivated to learn, grow, and help others ◾Strong communicator with an interest in finance, education, or social impact ◾Experience in leadership, customer service, or peer mentoring is a plus ◾Educate union and credit union members on the value of life insurance and basic financial literacy ◾Conduct virtual client meetings using warm, pre-qualified leads (no cold calling) ◾Provide tailored coverage recommendations that meet each family's needs ◾Build and manage your own client portfolio with guidance from experienced mentors ◾Track performance and progress using our internal systems and support tools ◾Represent the values of Service Over Sales, putting clients’ well-being first ◾Participate in incentive programs, team competitions, and leadership summits ◾At least 18 years old and legally authorized to work in the U.S. ◾Able to pass a background check ◾Tech-savvy and comfortable using Zoom and digital tools ◾Motivated to learn, grow, and help others ◾Strong communicator with an interest in finance, education, or social impact ◾Experience in leadership, customer service, or peer mentoring is a plus
This job posting was last updated on 12/7/2025