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Remote Policy Advisor

Remote, USA Full-time Posted 2025-05-22

Job Title: Remote Policy Advisor

Job Description:

Are you adaptable, self-motivated, and passionate about working remotely? Join us as a Remote Policy Advisor and assist clients in safeguarding their financial future through customized insurance solutions. Prior experience is not required, as we provide comprehensive training and support to ensure your success.

What You’ll Do:
• Client Interaction: Organize and conduct virtual meetings using pre-qualified, company-provided leads—no cold calls needed
• Educate and Advise: Explain benefit options via Zoom, uncover client needs, and guide them through the decision-making process
• Application Support: Help clients complete applications accurately, ensuring all necessary information is recorded properly
• Stay Compliant: Remain up-to-date on relevant insurance regulations to maintain compliance in all activities
• Collaborate: Work closely with team members, supervisors, and managers to provide top-tier service and achieve shared goals

Key Responsibilities: • Effectively communicate with clients through phone, email, and virtual platforms • Actively listen to client needs and provide customized solutions to meet their goals • Keep accurate records and maintain organized documentation • Continuously expand your knowledge of industry trends and best practices to improve performance

Essential Skills:
• Adaptability: Quickly adjust to new challenges and embrace a continuous learning mindset
• Self-Motivation: Perform independently while thriving in a remote environment
• Client-Focused: Exhibit excellent interpersonal skills to establish trust and build strong relationships
• Organizational Skills: Efficiently manage your responsibilities and time in a remote setting
• Open to Growth: No previous experience in insurance sales is required—we provide all necessary training and mentorship

What We Offer:
• Fully Remote: Enjoy the flexibility and convenience of working from home
• Pre-Qualified Leads: Focus your energy on serving clients with no need to source leads
• Career Growth: Take advantage of leadership opportunities and grow within our organization
• Health Benefits: Access a comprehensive benefits package to support your overall well-being
• Collaborative Environment: Join an inclusive and innovative team dedicated to your success

Apply If:
• You reside in Georgia, (Florida, North Carolina, Ohio, South Carolina, or Tennessee)
• You meet state-specific licensing requirements and can pass a background check

How to Apply:

Submit your resume today! Qualified candidates will be invited to view a career overview video and participate in a preliminary interview. Start your rewarding journey with us now!

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