[Remote] Life Insurance & Annuity Adviser (Remote)

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Note: The job is a remote job and is open to candidates in USA. PCFG Insurance is seeking enthusiastic, caring, and outgoing professionals for the role of Life Insurance & Annuity Adviser. The position involves creating protection plans for clients and managing sales campaigns to promote life and annuity products.


Responsibilities

  • Be able to communicate effectively and always work in the best interest of the client
  • Form long-lasting relationships
  • Promote life and annuity products through a variety of sales campaigns
  • Manage inbound calls as well as create and execute effective outbound call campaigns
  • Demonstrate proficiency in case design, sales skills, and cross-selling skills
  • Pro-actively contact, screen and qualify appointed life & annuity insurance agents to determine sales opportunities
  • Be skilled at presenting in both small and large group presentations
  • Capture all activity into CRM
  • Up to 25% travel required but may require more

Skills

  • 1-3 years of financial services experience or equivalent education
  • 3+ years of business development experience
  • Bachelor's degree
  • Strong presentation skills as well as excellent communication skills
  • Ability to adapt to the interests of the audience as well as use technical skills and people skills, on the phone and in person, to build relationships and help grow sales
  • Bilingual
  • Life and Health Licensed or ability to become licensed
  • CLU, ChFC, CFP designations or desire to work toward industry designation to develop subject matter expertise with company assistance

Company Overview

  • Our brokerage offers a full spectrum of insurance products, as well as alternative retirement planning & business solutions; Business Insurance, Risk Management, Commercial Auto Insurance, Professional Liability, Business/HR Compliance. It was founded in 2008, and is headquartered in Syracuse, New York, USA, with a workforce of 2-10 employees. Its website is

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