Policy Hero Financial Group is a client-focused financial services firm dedicated to helping individuals, families, and small businesses build, protect, and grow their wealth with confidence. We specialize in personalized financial strategies, offering guidance in areas such as insurance planning, retirement solutions, and long-term financial security.
As part of our team, you’ll join a mission-driven organization that values integrity, transparency, and meaningful client relationships. We prioritize education—both for our clients and our team—so you’ll be supported with ongoing training, mentorship, and professional development opportunities designed to help you succeed.
We’re looking for motivated, entrepreneurial-minded individuals who are passionate about making a positive impact in people’s lives. Whether you’re new to the industry or bringing prior experience, Policy Hero Financial Group offers a collaborative environment, flexible career paths, and performance-based growth opportunities.
If you’re driven, people-oriented, and eager to build a rewarding career in financial services, Policy Hero Financial Group provides the platform and support to help you thrive.
Job Summary / Who This Is For
Agents tired of cold calling· buying bad leads· ready to plug into a real system
We are seeking a dynamic and motivated Life Insurance Strategist to join our team and drive innovative insurance solutions for our clients. In this role, you will leverage your expertise in insurance sales, retail sales, and outside sales to develop tailored life insurance strategies that meet diverse customer needs. Using our Proprietary Buyer Intelligence System Your ability to communicate effectively, will be essential in building strong client relationships and expanding our reach.
What Makes Us Different
Proprietary Buyer Intelligence System (100+ pre-qualified contacts/month)
Speak with individuals already interested in coverage
Focus on closing deals, not chasing leads
Full support system and fast-track carrier appointments
Responsibilities
• Utilize our Proprietary Buyer Intelligence System
• Conduct comprehensive needs analysis to recommend suitable insurance solutions aligned with clients’ financial goals
• Negotiate policy terms and benefits with clients, ensuring clarity and mutual agreement
• Manage sales administration tasks such as documentation, policy processing, and benefits administration to ensure seamless service delivery
• Maintain excellent customer service by providing ongoing support, answering inquiries, and assisting with claims or policy adjustments
• Collaborate with marketing teams to develop targeted campaigns that enhance product visibility and client engagement
• Stay informed on industry regulations, including HIPAA compliance when applicable, to uphold ethical standards and legal requirements
Skills
• Proven experience in outside sales, retail sales, or insurance sales with a track record of meeting or exceeding targets
• Strong ability to clearly articulate product benefits and address client concerns
• Proficiency in sales administration software and analysis tools for market research and performance tracking
• Knowledge of marketing principles relevant to insurance products and benefits administration processes
• Exceptional customer service skills combined with a professional demeanor and active listening abilities
Join us as a Life Insurance Strategist and become a vital part of a forward-thinking team dedicated to empowering individuals through personalized insurance solutions. Your expertise will help shape secure financial futures while advancing your career in a vibrant, supportive environment.
Can also visit and apply at: www.policyherogroup.com/careers
Pay: $60,000.00 - $100,000.00 per year
Benefits:
• Flexible schedule
• Work from home
Work Location: Remote
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