Conduct virtual meetings with clients to provide information and help families make informed financial decisions. Participate in daily training and mentorship to grow into leadership roles as the business expands.
Connect with warm leads to present life insurance and asset protection solutions to unions and first responders. Follow a proven system to build a book of business and advance into leadership roles.
Connect with inbound leads to recommend appropriate life insurance coverage and guide clients through the application process. Build long-term client relationships and progress toward agency leadership roles.
